PCE Preview and S&P 500 Forecast: US Economy, Inflation Fears, and Tariff Threats
The US Personal Consumption Expenditures (PCE) Price Index, the Fed’s preferred inflation gauge, is due […]
Cliff Notes: Caution Appropriate, But a Risk to Growth
Key insights from the week that was. The January Monthly CPI Indicator printed broadly as […]
It Matters That ChatGPT Can’t Build Houses
Macroeconomics tends to treat the economy as a single thing. But most shocks and every […]
U.S. Economic Growth Remains Solid in the Fourth Quarter
The second estimate of fourth quarter real GDP growth was unchanged at 2.3% quarter-over-quarter (annualized) […]
Crypto: Is Lowest Sentiment Best Moment to Buy?
Market Picture The cryptocurrency market stabilised in the first half of Wednesday, but by the […]
All the Tariff Comments Changes Trading Vibes
Markets The rally in US Treasuries was briefly interrupted yesterday after the US House passed […]
Nvidia Beats, But
Nvidia continues to do an amazing job. The revenue grew 78% in Q4 compared to […]
Focus on US GDP and Fed Speak
In focus today In the US, 2nd estimate of Q4 GDP will be released in […]
First Impressions: NZ business confidence, February 2025
Business confidence remains high, with only minor changes compared to last month. Key results, February […]
Crypto Market: Time for the Bold?
Market Picture The crypto market fell below the support for the last three months on […]
Australian CPI Lower Than Expected, Australian Dollar Drops
The Australian dollar has declined by 0.37% on Wednesday and is trading at 0.6320 in […]
Hopes Rest on Nvidia’s Shoulders
Yesterday was yet another ugly session for US stocks. The increasingly heavier weight of Trump […]