US CPI KEY TAKEAWAYS: US CPI expectations: 2.9% y/y headline inflation, 3.1% y/y core inflation The Fed is likely to remain on hold for the next several months regardless of this month’s CPI...
Muhammad Ali was speaking at a Harvard commencement ceremony in 1975 when a student shouted, "Give us a poem, Muhammad!" Ali paused and then said, "Me, We." Thank you, Ali, as I have been using...
Stocks opened higher yesterday and traded mostly sideways to higher for the rest of the day. Just an uneventful day. The reason, I think, was just due to implied volatility resetting after the VIX...
Markets, as we all know, don’t like uncertainty. And right now, there’s a lot of uncertainty surrounding U.S. trade policy. While the Trump administration’s tariffs on Mexico and Canada have been...
Weekly OutlookIs there a stock market curse in Philadelphia? While millions are celebrating the Eagles’ victory last night, others have pointed out an interesting coincidence for markets to...
Trump opens a new round of tariffs, the EU is next. Mixed US data keep the door shut to Fed rate cut. Dollar benefits and risk appetite remain fragile. Gold at a new record high, oil tries to find...
Gold's Six-Week Rally Continues Amid Geopolitical Uncertainty The gold (XAU/USD) price rose by 0.14% on Friday but failed to hold above the important $2,870 level. XAU/USD has been rising for six...
The major stock market indexes are still up since Election Day despite recent turbulence caused by DeepSeek and Trump Tariffs 2.0 (chart). The former is weighing on the shares of AI companies....
Consumers were less optimistic to start the month of February, as the U of Michigan sentiment index declined for the second straight month, from 71.7 to 67.8. It’s lowest level since July. The...
Geopolitics I: What Trump Wants from Canada & Mexico. It’s become abundantly clear to us what President Donald Trump wants from Mexico. To Trump, Mexico is a looming security threat. In his view,...