Market Overview

The recent implementation of tariffs has the media buzzing about increased recession odds as the consumer faces potentially higher costs. While recent economic reports, like the latest employment...

Eight days after “Liberation Day”, President Donald Trump announced a reduction of reciprocal tariff rates to a 10% baseline on the 60 countries with higher tariff rates. This pause of the higher...

At this point, I’m just about ready to retire because I am seeing things I have no memory of or have never seen before. The USD/CHF fell by more than 3.8%, a monumental move. It was either a newfound...

US inflation surprisingly undershot pretty much everyone's expectations in March, but higher prices from tariffs and supply chain disruptions are on their way. After all the volatility and...

Before we get started on today’s CPI, let me add a few wise words from an old market observer: The stock market is not the economy. The stock market is the (private real economy) times (price per...

The official first-quarter GDP report from the government that’s scheduled for Apr. 30 is expected to post a sharp slowdown in growth, based on the median estimate from several sources compiled by...

It took a few days and a near-bond market meltdown to break Trump, but he finally broke. As I noted yesterday, it was starting to look ugly out there, and by night, the bond market rollercoaster rise...

After Trump’s new tariffs, markets are on edge—again. But with the S&P 500 testing critical support, a rebound might still be possible. Meanwhile, gold shines as the only real safe haven amidst...

For those of you with bearish nightmares, we share one important takeaway from Monday’s market roller coaster. While there is a good chance the market may explore new lows over the coming months, we...

The S&P 500 is now down almost 19% since topping out in February. It closed at 4982.77 (chart). If it falls another 1.35% down to 4915.32, it will be in a bear market. The index was up sharply at...

Things are getting ugly, especially in rates and FX. Significant decoupling is occurring, indicating a potentially massive flight out of the U.S. and severe liquidity constraints now hitting the...

That is the billion-dollar question investors now face. One gauge to help us answer the question is corporate bond yield spreads. When the yield differential between corporate bond yields and...

Pursuing a structual, sudden change in US trade policy is one thing. That alone is disruptive. Even if it’s a net plus in the longer term (a debatable proposition), the current burden that’s weighing...

Achieving financial independence and early retirement is a goal for many, but it requires strategic planning, disciplined saving, and careful investing. The idea of retiring early—whether in your...