Late last year, US asset valuations reached a major milestone, 16 years in the making. After a golden decade for returns from the depths of 2009, the average valuation score for US stocks, corporate...
Futures for the S&P 500 and Nasdaq rose slightly on Thursday, the last trading day of the week, as attention shifted to U.S.-Japan tariff talks. Meanwhile, UnitedHealth (NYSE:UNH) shares dropped...
Trump hails “big progress” in US-Japan trade talks US futures and dollar edge up, gold eases from record high Fed’s Powell maintains wait-and-see stance, ECB decision eyed next Chip stocks under...
Tariff headlines remain at the top of investors’ agendas But flash S&P Global PMIs could attract special attention Auctions to reveal information about demand for Treasuries Tokyo CPI data and...
Asian stocks rose slightly on Thursday, and the US Dollar gained a bit as traders evaluated trade talks between the U.S. and Japan, while concerns over tariffs introduced by President Donald Trump...
Safe-Haven Demand for Gold Remains Strong The gold (XAU/USD) price surged by 3.58% on Wednesday. Investors continued to buy safe-haven assets due to the intensifying trade conflict between the US and...
I promise that I will end this series of posts with some actionable conclusions. I thought this would be a Point A to Point C series, but it’s turning into a Point A to Point E series. The final post...
March retail sales came in above expectations and a record high. Autos were the strongest category, leading to believe the strength may be related to tariffs. But core sales (ex autos) also beat...
GDPNow at essentially zero growth. Industrial production and retail sales (control) surprise downside. Figure 1: GDP (bold black), WSJ January survey mean (blue), WSJ April survey mean (tan), GDPNow...
Global stock indices cratered yesterday, 16 April, led by technology and semiconductor stocks. Uncertainties over US tariffs and tic-for-tat trade retaliatory measures cast doubts on the technology...