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A daily deep dive into the market news, movement, and indicators.
Executive Summary: Trump’s Tariff Turmoil has put the world on edge. A new world order may be the ultimate result, but for now we’ve got the New World Disorder, leaving everyone scrambling to adjust to Trump’s unpredictable policy pivots. The
Executive Summary: How is the US consumer doing? Jackie examines the evidence. Trump tariff turmoil likely distorted the clues in March retail sales, and Tesla and Amazon weighed on the S&P 500 Consumer Discretionary index. We take a look at
Executive Summary: Today, we evaluate whether China or the US has more leverage in the trade war. China has a good hand but depends heavily on the US consumer to absorb its production. Whichever side “wins,” the victory will come
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
This week’s data are likely to confirm that consumer sentiment (Fri) remained sour this month. The housing market is unlikely to have thawed last month given that mortgage rates remain high and building costs will increase with tariffs and
We don’t recall this ever happening before. During the past three weeks, The Economist has featured three very bearish cover stories suggesting that the dollar might be on the verge of collapse and that so might the US stock and bond markets along
We’ve been bullish on gold since it broke out above $2,000 per ounce at the end of February 2024. It has been trading in an upward channel since then (chart). It soared to $2,600 by the end of last
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