Geopolitical Crisis and Market Impact USA vs Iran History shows that the market impact of geopolitical crises is often most severe in the... Continue reading
Highlights include US NFP, Retail Sales, ISM PMIs, OPEC, EZ Flash HICP, ECB Minutes and Australian GDP Iran International SUN: OPEC Meeting MON: German... Continue reading
Why Markets Hate Uncertainty Supreme Court Rulings Financial markets had only just begun adjusting to the latest wave of U.S. tariffs when fresh uncertainty... Continue reading
Russia-Ukraine Peace Deal Russia Ukraine war Negotiating a ceasefire, let alone a lasting peace deal between Russia and Ukraine has proven to be extremely... Continue reading
The “Sell America Trade” Trading Strategy What Is the “Sell America Trade”? The “Sell America Trade” is not a traditional trading strategy. Instead, it... Continue reading
Supreme Court Tariff Ruling Could Trigger Market Turmoil: Winners, Losers, and What Investors Should Expect Supreme Court The U.S. Supreme Court is scheduled to issue... 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
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
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