Stagflation from Higher Tariffs: 1970s Redux?
Summary President Biden recently hiked tariffs on $18 billion worth of imports from China, and […]
USD Selloff Accelerates, ECB Meets
While everyone is speculating on how the ongoing international trade war could worsen if Donald […]
Cable Jumps as UK CPI Shows Stagnation
The S&P500 hit a fresh record this year for the 38th time on Tuesday, banks […]
Gold’s Astounding Rally and the Challenges Ahead
Gold gains around 18% year-to-date But is it time for the uptrend to cool down […]
Trump Trade, China Trade, Reflation Trade, AI Trade
There are a few stories developing at the same time: The Trump trade consists of […]
China Q2 2024: Diverging Sectors and Risks
China’s Q2 activity data again highlighted disparate conditions across the economy. New industry continues to […]
Oil Price Update – Oil Prices Hold Firm as Chinese Demand Concerns Rise
Oil prices remain stable despite a turbulent weekend and a strong US dollar. Chinese economic […]
Dollar Losing Interest Rate Support at Stealth Pace
Markets The US dollar is losing interest rate support at stealth pace. Since the awful […]
Trump Assassination Attempt Boosts His Chances of Winning November Election
Donald Trump got this close to being assassinated this weekend while he was giving a […]
The Week Ahead – ECB Spotlight as Fed Rate Speculations Drive Market Shifts
US inflation data caused a significant selloff in US mega-cap tech stocks and a shift […]
Weekly Economic & Financial Commentary: Balanced Risks Drive the FOMC Closer to a September Rate Cut
Summary United States: Fed’s Challenge: Making Sure Fire Is Out vs. Water Damage We learned […]
China’s Q2 GDP growth slows to 4.7% amid weak domestic demand
China’s GDP grew 4.7% yoy in Q2, down from 5.3% in Q1 and missing expectations […]