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[AP] What happens to Trump’s tariffs now that a federal appeals court has knocked them down? [BBC] What happens next after Trump tariffs ruled illegal? [Axios] What to know about Trump’s tariff plan post-court strike down [Yahoo/Bloomberg] Japan’s Akazawa Canceled US Trip Over Rice, Nikkei Says [AP] Colleges face financial struggles as Trump policies send […]
Be Right and Sit Tight For the long weekend, this author is on the road for a late summer vacation with the family. HAI will consequently offer just a few very brief thoughts on what was a very important week for markets, and precious metals in particular. The stock market buckled late-week and broke some […]
France’s 10-year “OAT” yields jumped nine bps this week to 3.51%. Thirty-year French yields surged 12 bps to 4.42%, trading within four bps of the spike high during European bond crisis month, November 2011. The France five-year/30-year yield spread widened seven to 160 bps, the largest term premium since June 2019. France’s 10-year yield spread […]
[CNBC] S&P 500 retreats from record as traders assess new inflation data into long weekend: Live updates [CNBC] Core inflation rate rose to 2.9% in July, as expected, key Fed measure shows [Axios] America’s power bills surge as AI strains an aging grid [Yahoo/Bloomberg] RBA Warns of Financial Stability Risks From Private Market Boom [CBS] […]
This week on Golden Rule Radio, the team breaks down the latest moves in the precious metals markets following the Fed’s Jackson Hole meeting. Gold hit $3,400, silver is rising alongside it, and rate cut expectations are shaking both the dollar and equities. We also dive into the Fed’s dual mandate struggles, inflation concerns, the […]
[CNBC] S&P 500 rises as Nvidia shares pare premarket losses: Live updates [Yahoo/Bloomberg] Oil Drops as US Berates India and Surplus Concerns Flare Again [AP] US applications for jobless benefits fell last week as layoffs remain low [AP] US economy grows 3.3% in second quarter, government says, in second estimate of April-June growth [CNBC] Nvidia […]
[CNBC] Stocks are little changed ahead of Nvidia earnings: Live updates [CNBC] Long-term yields continue to rise as Trump amps up fight for Fed control [CNBC] Mortgage demand and interest rates remain stuck at low levels [Yahoo/Bloomberg] Trump Slaps India With 50% Tariffs, Upending Ties With Modi [AP] Trump foes like Fed Governor Lisa Cook […]
Silver breaks $34, $36, $38…soon $40 More U.S. Equities owned by foreigners than U.S. Bonds – Historic first time If FED has to turn to Yield Curve Control, Gold will have no ceiling “When you’re thinking about the big picture and how all these pieces fit into the larger puzzle, what happens with the critical […]
