Global Markets Weekly Wrap KW 13 : U.S. Stocks Drop Amid Trade Uncertainty, Inflation, and Growth Worries The U.S. stock market experienced a decline throughout the week, mainly influenced by weaknesses in the technology and communication sectors. However, stocks categorized as value investments continued their trend of outperforming growth-oriente...

30-Year Bond Auction Ends Weak Amid Market Volatility  The final government bond auction of the week has now concluded. After a lackluster three-year note sale and a strong demand for the ten-year bond earlier in the week, today's reopening of the nearly thirty-year bond landed somewhere in the middle. The bond was issued with a yield of 4.623...

Global Markets Weekly Wrap KW 9 : Global Markets React to Inflation, Trade Policies, and Rate Cuts  The performance of U.S. stock markets was under pressure as concerns over government policies and economic growth led to declines in most indexes for the second consecutive week. However, the Dow Jones Industrial Average managed to rise by 0.95%...

Stock Market Faces Risks Amid Policy Uncertainty and Dollar Impact  The unpredictability of government policy and the influence of the dollar in the international financial system could pose significant challenges for stock markets in the future. In recent days, stock prices have experienced a decline as investors begin factoring in potential ...

Global Markets Weekly Wrap KW 8 : Markets Decline as Geopolitical Tensions and Consumer Fears Grow  U.S. equity markets saw a decline over the shortened trading week as investor sentiment was affected by global political developments and worries about consumer spending. Due to the closure of markets on Monday for Presidents' Day, stocks initia...

Fed Maintains Cautious Stance Amid Inflation and Market Uncertainty  Since the most recent Federal Open Market Committee meeting held on January 29, financial markets have navigated an overwhelming wave of headlines originating from Washington and across the globe. Among various assets, gold has emerged as the preferred choice, while equities,...

Fed Cuts Rates in 2024 but Inflation Concerns Persist in 2025  During its meeting in September of the year twenty twenty-four, the Federal Open Market Committee of the Federal Reserve made the decision to reduce the target federal funds rate. This reduction was significant, representing a large cut of fifty basis points. The justification prov...

Global Markets Weekly Wrap KW 7 : Global Market Trends and Inflation Impact on Stocks and Economy  The past week in global financial markets saw a generally positive trend, with notable movements across various regions. In the United States, stock markets saw a mostly upward trajectory, led by a strong performance from the Nasdaq Composite. Gr...

Weekly Economic Insights Inflation Trade Policy and Market Trends  The week following payroll reports is generally uneventful but due to the timing this month economic data releases are packed together making it an active period The first major report is the US Consumer Price Index which is scheduled for midweek followed by the Producer Price ...

FOMC Outlook, Treasury Yields, Inflation Trends, and Crypto Insights  It feels somewhat out of character to admit that I don't feel particularly invested in the outcome of the Federal Open Market Committee (FOMC) meeting this time around, but that is indeed the case. The entire situation feels like a foregone conclusion, with the narrative aro...

Inflation Rises in November, Driven by Shelter and Food Costs  The past four months have seen a consistent acceleration in monthly Consumer Price Index (CPI) growth. Analysts had anticipated that November's CPI data would continue this upward trend, predicting a 0.3% increase month-over-month (MoM). Their expectations proved accurate, with Nov...

Fed Signals Mixed Views on Rate Cuts Amid Shifting Economic Landscape Suddenly, a shift occurred in the Federal Reserve's discussions about interest rates. Before the election, there was virtually no dissent about the decision to cut rates, but now, a growing number of participants are advocating for a more cautious approach. Some suggest slowing t...

Job Growth Disappoints with Public Sector Gains as Private Jobs Fall  Only 12,000 jobs were created this month, and all were in the public sector, with private payrolls dropping by 28,000. This brings up questions about the role that hurricanes might have played in these numbers. Admittedly, this falls outside my expertise on non-farm payrolls...

The Fragile US Economy: Front-Running the Fed and Neofeudal Inequality  The contemporary economy is precariously reliant on the continual rise of the stock market, with much of its success driven by investors attempting to predict the Federal Reserve's next move. This tactic, known as "front-running" the Fed, involves buying stocks in anticipa...

Fed Cuts Rates by 50bps Amid Plunging Jobless Claims, Confusing Experts The day after the Federal Reserve cut interest rates by a significant 50 basis points (bps) — a move typically associated with major economic distress — jobless claims data has come in unexpectedly low, signaling that the economy is far from experiencing a "soft landing" and is...

Bank of Canada Cuts Rates Again Amid Inflation and Economic Concerns  Hungary ends its rate cuts as prices rise and the currency weakens becoming the first central bank to conclude its easing cycle prematurely. Other central banks still have some time before reaching this point. The Bank of Canada recently reduced its overnight lending rate by...

Upcoming July Rate Cut May Trigger Biggest Market Shock of the Year  Biden's tendency to distort economic data to make it appear stronger than it is in order to gain more votes has turned the analysis of nearly everything into a nightmare. We have now reached a point where any further data manipulations are as evident as Biden's dementia, some...

Q1 GDP Growth at 1.4%, Consumer Spending Drops, Inflation Rises  No one paid much attention to today's final Q1 GDP figure, which is understandable since it reflects a period that ended over three months ago. Nonetheless, there were two key points worth noting: the GDP grew at an annualized rate of 1.4%, slightly above last quarter's downward ...

Peter Schiff Analyzes Economic Stagflation, Biden's Tariffs, Powell's Remarks  This week, Peter Schiff returns to discuss new economic data, Powell's recent comments in the Netherlands, and the Biden administration's new tariffs. Signs of economic stagflation are increasing, but Biden, Powell, and their associates continue to deflect blame and...

Federal Reserve's Dovish Stance Boosts Risk Assets  The Federal Reserve's recent stance and Chair Powell's subsequent remarks have sparked some debate.  Adam Crook from Goldman Sachs suggests that the May FOMC meeting leaned dovish overall. Despite acknowledging inflation concerns, Powell's press conference conveyed a dovish tone, particu...