Jobless Reincarnation A potential U.S. government shutdown on October 1 could not come at a worse time for financial markets. Just two days later,... Continue reading
“US Jobless Claims Spike: Labor Market Weakness, Fed Rate Cuts, and Market Implications” Unemployment number The old trading adage, “It’s not the news but the... Continue reading
Post-Summer Trading Outlook: Uncertainty Looms Over Fed Cuts, Jobs Data, and Global Risks Federal Reserve interest rates – Post-Summer Trading Outlook The start of... Continue reading
Fed Independence Trump’s Pressure on the Fed: A Threat to Independence? For decades, the independence of the Federal Reserve has been considered a... Continue reading
Highlights include US CPI and Retail Sales, China Inflation and Activity Data, RBA, Aussie Jobs, UK Jobs & GDP, Potential TrumpPutin Meeting, US/China Truce Deadline... Continue reading
Why Fed Independence Matters The Fed’s Current Dilemma: Independence, Politics, and Rate Decisions The Fed is once again in the spotlight as political pressure... Continue reading
Who Pays the Real Cost of Tariffs? Who Ultimately Pays the Cost of U.S. Tariffs? I recently watched an interview where Treasury Secretary Bessent... Continue reading
Highlights include Chinese Activity Data, BoJ, US Retail Sales, UK CPI, Riksbank, FOMC, BoE, SNB, Norges Bank, Japanese CPI, MOF Bond Meeting Newsquawk... Continue reading
Highlights include UK-EU Summit, China Activity Data, PBoC LPR, RBA, Global PMI Data, Inflation from Japan, Canada and the UK Newsquawk Week Ahead Highlights... Continue reading
Are Tariffs a de facto tax hike that raises prices for consumers? Are Tariffs 1 Bad Hidden Tax Hike on Consumers? Since President Trump... Continue reading
Stagflation Returns to the Spotlight as Trump’s Tariffs Raise Economic Alarm Stagflation Fears Resurface Amid Trump Tariffs and Fed Uncertainty Stagflation was once considered... Continue reading