The end of last week was one of the most tumultuous two days in the market in decades for price action, fiscal policy, and uncertainty among investors. However, let’s start with the good news. U.S....
There is no doubt that this week will be all about trade policy. But we still have a couple of economic reports, and Q1 earnings begin on Friday. For economic data: Tuesday: NFIB small business...
“Investors diligently prepare portfolios based on the last 30 years of market behavior while remaining unaware of the potential for the return of devastating patterns that occurred outside their...
We see markets probe all the time, and right now, it seems we’re in a probing mood, searching for that “put” where a policymaker panics. As of Friday, however, it was falling on deaf ears—and Powell...
As global trust in open markets erodes, national capitalism is emerging as a new strategy where states reclaim control over production, trade, and security to serve sovereign interests. Redrawing the...
Heading into April 2nd, investors were under the impression that Trump’s goal was to set tariff rates that allow for fair trade with other nations. Trade impediments like tariffs, taxes, VATs,...
Gold stocks are increasingly standing out in stock markets slammed by Trump’s massive tariffs. While general stocks plunge into a deeper correction threatening a bear, gold stocks just broke out to a...
MON: N/A TUE: N/A WED: FOMC Minutes THU: US CPI (Mar) FRI: UK GDP (Feb), US PPI (Mar), US UoM Prelim (Apr), US Earnings Season (Q1 25) FOMC MINUTES (WED): At its March meeting, the Fed kept...
