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A daily deep dive into the market news, movement, and indicators.
Executive Summary: Investors clearly fear a recession is coming—that’s what the recent stock market correction suggests. The consensus of economists probably puts the prospect of a recession at 35% (as we now do). Fed officials likely expect to avert a
Executive Summary: The Chinese government has unveiled a wide-ranging plan to lift its economic growth, this time by propping up consumption instead of trade. Jackie summarizes the many diverse initiatives to put more power in the pockets of Chinese consumers.
Executive Summary: With the US stock market underperforming many international equities markets, we’ve been warming to a “Go Global” stance—though we don’t advise a major shift given the possibility of a punishing global trade war. Today, Eric assesses the stock
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
Today’s batch of economic data releases was positive on balance but also suggests that Trump Tariff Turmoil 2.0 could dampen future growth. Stock prices seesawed between gains and losses, while Treasury yields slid a bit. Markets continue to suggest
Federal Reserve Chair Jerome Powell used the word “uncertainty” 16 times in his press conference today. We sympathize. At the outset, it’s impossible to know what tariffs will be imposed by the US on April 2., on which countries,
The stock market rally of the past two days faded today. The S&P 500 fell -1.1%, just shy of correction territory. Even Nvidia fell 4.3%, even though the company announced new chips and a strategic collaboration with GM today.
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