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[Yahoo/Bloomberg] For Gensler, financial risks lie where banks and non-banks meet [Reuters] UAW workers at Ford’s Kentucky truck plant threaten strike next Friday [Yahoo/Bloomberg] Wall Street Is Warming to Big Shale After $250 Billion of Deals [Reuters] Navalny’s death leaves despair and apathy in Moscow [AP] What to know about the situation in the Middle […]
A Flag on the Field The stock market financial asset bubble is a confidence bubble. That confidence holds on the assumption that, by hook, crook, or other alchemy, policymakers will successfully reconstitute the Goldilocks economic conditions that allow financial assets in the stock market casino to continue to “pay out” indefinitely. The promise of reconstituted […]
It was an illuminating week, especially Tuesday. January’s CPI data confirm that inflation is anything but dead and buried. Headline inflation rose 0.3% for the month versus the 0.2% expected. Year-over-year headline inflation was at 3.1% compared to expectations of 2.9%. Core (ex-food and energy) CPI rose stronger than expected, with one-year inflation at 3.9%. […]
[Reuters] S&P 500 slips into red after producer inflation data [CNBC] 10-year Treasury yield spikes above 4.3% after hot producer prices report [Yahoo/Bloomberg] Oil Slips Ahead of US Pricing Data After Gloomy Demand Outlook [CNBC] January wholesale prices rise 0.3%, more than expected [Yahoo/Bloomberg] Banks Are Piling Back Into Everything From Mortgage Debt to CLOs […]
This week we cover the price movements of gold, silver, platinum, palladium, the platinum to palladium ratio, stock market and more. We will review the recent trends of the precious metals markets and dive deep into the dynamics surrounding the platinum to palladium ratio. Thanks for listening!
[Yahoo/Bloomberg] Stocks Up After S&P 500 Reclaims 5,000 Level: Markets Wrap [Reuters] Japan’s Nikkei pushes to fresh 34-year peak as chip shares climb [Yahoo/Bloomberg] Taiwan Stock Index Climbs to Record High on Optimism Over AI [Yahoo/Bloomberg] Crypto Market Value Climbs Back Above $2 Trillion in Broad Rally [Yahoo/Bloomberg] Oil Holds Drop as IEA Casts Demand […]
[Yahoo/Bloomberg] Stocks, Bonds Reclaim Solid Ground After CPI Miss: Markets Wrap [Yahoo/Bloomberg] Global Bonds Erase All Gains Since Powell’s Pivot in December [Yahoo/Bloomberg] China Stocks in Hong Kong Slide as Market Reopens From Holiday [Yahoo/Bloomberg] Oil Steadies With US Inventory Trends and OPEC+ Cuts in Focus [Reuters] Japan warns against rapid, speculative yen falls [CNBC] […]
When FOMO Becomes POMO Panic Of Missing Out Signals Most Market Tops China In Its 4th Year Of Trying To Manage Market Meltdown “Mexico, for the first time in two decades, has surpassed China as the leading source of goods imported into the US. And for the full year 2023, 475 billion from Mexico—that’s up 5%, […]
