Over the last 25 years, US companies have benefited from increasing globalization of both trade and capital, which enabled secular disinflation and increasing profitability. As Goldman Sachs points...
A Boeing (NYSE:BA) jet originally intended for China has been returned to the U.S., serving as a stark example of the far-reaching effects of the U.S.-China trade war. This event underscores the...
The media will constantly remind us that the S&P 500 is down about 10% and the Nasdaq is down about 13% for the year, but you may be feeling a little more angst than you think you should for a...
This week won’t have much on the economic calendar, with the S&P Global Flash PMI the lone standout data point. Government auctions will draw more attention. While recent debt issuances at the...
Inflation risk has been a significant topic of discussion in the mainstream media for the last few years. Such is unsurprising given that inflation spiked following the pandemic in 2020 as consumer...
This article explores five of the most famous financial bubbles in history. As capital floods into the technology sector, one question lingers: Could AI be the next bubble? The so-called "Magnificent...
Market volatility is an inevitable part of investing. While short-term fluctuations can create uncertainty, a well-structured portfolio can help protect investments from volatility and ensure...
Recent consumer sentiment readings have been horrendous. For instance, the University of Michigan’s latest consumer expectations and the Conference Board’s consumer confidence index are at or near...
Gold Retreats From Its High The gold (XAU/USD) price failed to hold above the important $3,336 level yesterday. Some investors opted to secure profits and exit long positions before the extended...
How’s It Going? Trump on 8/9/2024: “Starting on day one, we will end inflation and make America affordable again, to bring down the prices of all goods.” Here’s a visual sit-rep on prices for...