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
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
Trump’s Tariffs the EU’s Fragile Unity and the Bigger Forex Picture Understanding the EU and tariffs with forecasts for the EurUsd and UsdJpy by... 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
A Trader’s Guide to Crisis Trading With an update on the Trump Tariff Crisis I’ve traded through many market crises, both financial and geopolitical, and... Continue reading
A Whipsaw Week for the Markets As President Trump nears his first 100 days in office, traders continue to be rattled by his unpredictable... Continue reading
How Will Non-Tariff Barriers impact trade negotiations? Table of Contents Introduction: Trade Uncertainty and Tariffs What Are Non-Tariff Barriers (NTBs)? Common Types of NTBs •... Continue reading
Traditional leads and lags in an inflationary environment are being complicated by President Trump’s tariff policies, creating uncertainty that is shifting consumer behavior and potentially... Continue reading
Risking the Law of Unintended Consequences undermines market confidence by opening Pandora’s box. The beginning of Donald Trump’s second presidential term has been marked by... Continue reading