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The Road to the Dodo This week in the wild world of markets was not without intrigue. Stocks were up, the dollar was up, energy was mixed, precious metals were lower, while bonds were flat. Many of the headlines this week focused on new CPI inflation data. The good news was that prices weren’t up […]
The week’s discussions across publications converge on themes of economic resilience, global instability, and shifting financial paradigms. Dr. Peter Zhao highlights the interplay of geopolitics and values, warning of escalating flashpoints like China-Taiwan and critiquing China’s debt-laden economic model. He contrasts America’s market-driven dynamism with structural challenges in Europe and China, stressing that leadership and […]
[CNBC] Stocks move higher as traders await big tech earnings, eye trade developments: Live updates [Yahoo/Bloomberg] Gold Rises With US Interest-Rate Cuts and Tariff Agenda in Focus [Yahoo/Bloomberg] Yen firms as investors gird for political uncertainty [Yahoo/Reuters] US not rushing trade deals ahead of August deadline, will talk with China, Bessent says [CNBC] U.S. plays […]
[AP] Japan’s governing coalition likely to lose upper house election, exit polls show [Reuters] Japan PM laments ‘harsh’ election result as upper house control slips [Reuters] Wall St Week Ahead Industrial sector’s gains to be tested as earnings ramp up [Yahoo/Bloomberg] ‘Priced for Perfection’: Tariffs Loom Over Richly Valued Stocks [AP] Less selection, higher prices: […]
[Reuters] Wall St Week Ahead Industrial sector’s gains to be tested as earnings ramp up [AP] Trump’s attacks on Powell threaten the Fed’s independence. Here’s why it matters [Axios] Trump’s fiscal dominance risk: High tariffs and interest rates long term [Yahoo Finance] Fed’s Goolsbee defends Powell as ‘totally honorable guy’ amid White House attacks [Reuters] […]
In his argument for a July rate cut, Fed Governor Christopher Waller states that “tariffs are one-off increases in the price level and do not cause inflation beyond a temporary surge.” Moreover, “a host of data argues that monetary policy should be close to neutral, not restrictive.” “The [GDP and employment] data imply the policy […]
[CNBC] S&P 500 little changed after benchmark hits record, Wall Street heads for winning week: Live updates [Yahoo/Reuters] Fed’s rate-cut delay intact as inflation fears override Trump pressure [Yahoo/Bloomberg] Carmakers Face Uncertainty as Tariffs and Earnings Collide [Yahoo/Bloomberg] Crypto Market Value Tops $4 Trillion as Stablecoin Bill Passes [Yahoo/Bloomberg] Traders’ Guide to Navigating Japan’s Upper […]
While the S&P 500 showed little activity this week, precious metals sparked significant excitement among investors. Let’s take a look at where precious metals stand as of Wednesday, July 16: Gold edged up 0.75% to near $3,350 per ounce. The real story, however, was the volatility: we saw $60 swings in gold’s price in a […]
