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Executive Summary: While Americans have been traveling a lot and by all modes available, the flight paths of travel industries’ stock indexes so far this year are all over the map. Jackie explores what’s up—and down. … Also: The S&P
Executive Summary: Monetary authorities around the world are stocking their national reserves with gold, driving up the metal’s price. De-dollarization is on the agendas of nations that are US adversaries for sure. The move to gold started after the US
Executive Summary: When Trump’s Big, Beautiful Bill passes, it will likely make deficits larger and increase the debt over the next 10 years. The US bond market hasn’t been batting an eye. Was former US Vice President Dick Cheney right
The most concise analysis of the key variables driving the global economy and financial markets.
Short-form takes on current market events.
The 10-year Treasury bond yield rose yesterday and today on mostly upbeat employment indicators. Yesterday, the JOLTS report came in stronger than expected. In addition, initial unemployment claims edged down, according to yesterday’s report. Today, the Challenger report showed a drop in
In previous QuickTakes, we wrote that Fed Chair Jerome Powell’s term as Fed chair expires on May 15, 2026 but that he could stay on as a Fed governor until his term in that position expires on January 31,
There is method to President Donald Trump’s madness regarding Fed Chair Jerome Powell. Trump has been hammering Powell almost daily recently because doing so is very effectively hammering the foreign-exchange value of the dollar (chart). Trump wants a weaker
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