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Bitcoin Behaving As A Stock Market Mirror & Not A Hedge Are Annuities Becoming The Bag Holders? Watch The Webinar – The Next Regime Playbook “Silver is a different animal. No central bank buying eats it up. Investor demand in competition with increasing industrial demand—those are the two most critical elements, and you’re dealing with […]
[CNBC] S&P 500 drops for a fourth day as tech shares slump, bitcoin breaks below $90,000: Live updates [Yahoo/Bloomberg] Japan Bond Rout Deepens on Fears Over Takaichi’s Fiscal Package [Yahoo/Bloomberg] Crypto Plunge Adds to Angst as Markets Extend Broad Retreat [CNBC] Bitcoin briefly falls below $90,000 to lowest since April as cryptocurrency gives up 2025 […]
The McAlvany analysts continue to emphasize that, whatever the societal and governmental effects of MAGA might be, the fiscal effects appear to be inadequate to overcome (or might exacerbate the effects of) decades of debt abuse, overspending, misspending, and policy errors. This, of course, has massive implications for the greater Trump agenda, but the analysts […]
[CNBC] Stocks are little changed to start week as traders brace for Nvidia earnings, jobs data: Live updates [Yahoo/Bloomberg] Bitcoin Humbles Wall Street Faithful After $600 Billion Fall [Reuters] Retail investors show less conviction in buying US stock market dips [CNN] Jerome Powell’s era of consensus at the Fed is over [Yahoo/Bloomberg] Jeffrey Gundlach Warns […]
[Yahoo Finance] Nvidia, Walmart earnings, and the return of jobs numbers: What to watch this week [Reuters] As Fed hawks press their case, traders bet against December cut [Yahoo/Bloomberg] Crowded Emerging-Market Trades Draw Warnings From Money Managers [Axios] Key Fed official was under investigation over stock trades, filing shows [Yahoo Finance] Crypto price plunge: What […]
The Next Regime Playbook This week, price volatility was the name of the game in seemingly everything, and a prime contributor to that volatility was unexpectedly hawkish chatter out of Federal Reserve bank policymakers. As Jeffrey Schmid, president and chief executive of the Federal Reserve Bank of Kansas City, put it, “I do not think […]
[AP] Trump, like Biden before him, finds there’s no quick fix on inflation [Yahoo/Reuters] New York Fed met with banks over key lending facility, FT reports [Yahoo Finance] Fed reshuffling is coming, but 2026 still looks divided [CNBC] The government shutdown is over. The air traffic controller shortage is not [Axios] 3 roadblocks for the […]
Let’s start with Monday’s session: Nvidia rallied 5.8%, Alphabet 4.0%, and Tesla 3.7%. The MAG7 Index rose 2.8%, and the Semiconductor Index jumped 3.0%. Micron Technology gained 6.5% and AMD 4.5%. Palantir recovered 8.8%, and Robinhood rallied 4.2%. Across the board, financial conditions indicators signaled risk embracement and loose conditions. High-yield CDS dropped nine bps […]
