May 30, 2025: TACO and Dumpling

The S&P500 traded within 3% of February’s record high in Thursday trading. To be sure, the rally off April lows has been nothing short of spectacular. Like the “old days” (aka September to February). Nvidia. MAG7. Manic AI and crypto. Heck, the Broker/Dealer Index traded to record highs a week ago. Junk bond and leveraged […]

Friday, May 30, 2025

[CNBC] Stocks fall as Trump says China has violated trade agreement: Live updates [Yahoo/Bloomberg] US Treasurys set for first monthly loss of 2025 on deficit woes [Yahoo/Reuters] Dollar poised for fifth-straight monthly drop on trade, fiscal uncertainty [CNBC] Inflation rate slipped to 2.1% in April, lower than expected, Fed’s preferred gauge shows [Yahoo/Bloomberg] Trump-Xi Truce […]

Market Moves: Gold, Dollar, Debt

Gold kicked the week off dropping just below the $3,300 level, while silver dropped down about 2%. Platinum held onto its strong gain following last week staying near $1,060, though palladium took a sharp drop by over 7%. Copper remained flat overall at $4.60 but is up over 10% from 2020’s high. The S&P 500 […]

Thursday, May 29, 2025

[CNBC] S&P 500 futures gain as court blocks Trump tariffs, Nasdaq futures jump after Nvidia’s strong results: Live updates [Yahoo/Bloomberg] Dollar Bounce Is Short-Lived After Trump Tariffs Move Into Limbo [AP] Hit by Trump trade wars, U.S. economy falls 0.2% in first quarter, an upgrade from initial estimate [AP] More Americans file for jobless aid […]

Can We Really Outgrow Our Debt

Big Beautiful Spending Bill Will Spend More Than Ever 50% Tariffs On EV… Just Joking? US Dollar Down In Gold – 29% In One Year – 48% In Five Years “The bond market is a mess. The US long bond reached levels last week we haven’t seen since July of 2007. The Japanese long bond, […]

Wednesday, May 28, 2025

[CNBC] Stocks little changed as investors brace for Nvidia earnings: Live updates [Yahoo/Bloomberg] Oil Swings Near $64 as Traders Weigh OPEC+ Plans, Russia Risk [CNBC] Mortgage rates rose to the highest level since January, but demand from homebuyers still grew. Here’s why. [Reuters] Minutes of Fed’s May meeting likely to show officials grappling with uncertainty […]

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Tuesday, May 27, 2025

[CNBC] Stocks Rally after Trump announces extension on EU tariff: Live updates [Yahoo/Bloomberg] Global Bonds Rally as Japan Looks to Stabilize Its Debt Market [Yahoo/Bloomberg] Oil Steadies as Traders Focus on EU Trade Talks, OPEC+ Meeting [Yahoo/Reuters] BOJ’s Ueda calls for vigilance over food inflation risks [Yahoo/Reuters] BIS urges governments to curb ‘relentless’ rise in […]