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Stock futures are showing a mixed stance this Friday, with investors cautiously optimistic about the potential progress stemming from the newly outlined U.S.-United Kingdom (TADAWUL:4280) trade deal...
It was an interesting day in the market, with significant price swings, soaring inflation expectations, rising rates, and even the dollar moving higher. The US-UK trade doesn’t look particularly...
Treasury Secretary Scott Bessent has said that he will meet with Chinese officials in Switzerland to begin trade talks with China. A month ago, when markets were grossly oversold, news of trade...
It was a boring day, with the S&P 500 falling to start and basically trading sideways. Today, of course, will be the FOMC meeting, and I do not expect anything material to come from it. There is...
An email from a reader of ours led with the title “PCE is quite confusing.” He asked if we would explain the difference between the monthly PCE prices index and the quarterly PCE prices, i.e., the...
Volatility in the first quarter increased dramatically ahead of President Trump’s highly anticipated tariff plan. That volatility accelerated at the start of the second quarter, as tariff...
“Resistance is futile” was a sentence that struck fear in the hearts of Trekkie fans during “Star Trek: The Next (LON:NXT) Generation,” specifically in both of the “Best Of Worlds” and “First...
Last week, we discussed that the market backdrop improved markedly following commentary from the White House that eased concerns about tariffs. To wit: “The market rallied above the 20-DMA this past...
Today, we are lowering our subjective odds of a recession from 45% to 35% following last week's news that China and the US might be moving toward starting trade negotiations. We also remain impressed...
Last week was full of important data and earnings. While this week isn’t as busy, there are a few important things to watch for. For economic data: Monday: April ISM Services PMI (50.2 est.) The...
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