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Pain Before Gain? A little over a month into President Trump 2.0 and DOGE cost-cutting initiatives, U.S. economic growth is starting to significantly surprise to the downside. Perhaps it really shouldn’t be a surprise. After all, U.S. Federal government spending (the prime target in the cross hairs of DOGE) amounts to roughly 25% of U.S. […]
[Yahoo/Bloomberg] Americans’ rising inflation concerns threaten to undo soft landing [AP] US auto industry could be collateral damage in Trump’s trade wars [Axios] “Three strikes”: Inside the Trump-Vance fury with Zelensky [Reuters] Trump-Zelenskiy clash divides US Republicans, dims aid prospects [Reuters] World reacts to Zelenskiy-Trump Oval Office clash [BBC] European leaders back Zelensky after Trump […]
A challenge to focus on market analysis after viewing the most disturbing Oval Office spectacle of our lifetimes. I was more than ready to disregard another week of disruption and mayhem and focus specifically on increasingly unstable markets. Hopefully next week. “One of the Grimmest Days in American Diplomacy.” “Zelensky Invades Trump’s Disinformation Space.” “Russia […]
[Yahoo/Bloomberg] Stock Futures Point to Rebound While Bitcoin Sinks: Markets Wrap [Yahoo/Bloomberg] Bitcoin Down 25% From All-Time High as Crypto Rout Worsens [Yahoo/Bloomberg] Oil Heads for Monthly Loss as Tariff Risks Batter Sentiment [CNBC] Fed’s favorite core inflation measure hits 2.6% in January, as expected [Yahoo/Reuters] US goods trade deficit widens sharply in January [AP] […]
Gold was down slightly week over week. Silver dropped 3% over the past week, while platinum was flat and palladium dropped over 7%. Bitcoin took a massive hit following a major hack. Let’s take a look at where prices stand as of our recording on February 26: The price of gold is down 0.6% at […]
[Yahoo/Bloomberg] Stocks Rise Before Data as Nvidia Gains: Markets Wrap [Yahoo/Bloomberg] Nvidia and Salesforce Leave Bulls Wanting as AI Trade Stalls [Reuters] China steps up scrutiny of capital flows as yuan depreciates [CNBC] Trump says Mexico, Canada tariffs will start March 4, plus additional 10% on China [Reuters] Trump to decide on tariff policies for […]
[Yahoo/Bloomberg] Global Stocks Gain Ahead of Crucial Nvidia Result: Markets Wrap [Reuters] US House Republicans advance Trump’s tax cut plan [CNN] Johnson and Trump pull off surprising win to advance GOP agenda after vote whiplash in the House [Yahoo/Bloomberg] Trump Opens Door to New Metal Levy with Copper Tariff Probe [CNBC] Mortgage rates drop to […]
Bill King On Russia, Iran, China, & Bretton Woods III Should Trump Expect The Reagan Double Dip Recession? DOGE Attacks The Grift & Skim Government “The gold is an okay inflation hedge. It’s an enormous political hedge, and that’s what’s going on. China, especially Europe. Europe is in deep, deep trouble. Now the good news […]
