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A disconcerting environment turned notably more so this week, with market instability becoming more serious. If risk aversion gathers momentum from here, it’s a short step to crisis dynamics. It’s not hyperbole to argue that an outburst of speculative deleveraging could at this critical juncture prove the death knell to a multi-decade super cycle and […]
[Yahoo/Bloomberg] Stocks Slip in Run-Up to Inflation Data: Markets Wrap [Yahoo/Bloomberg] Gold Rises to Record as Trade War Concerns Drive Haven Demand [Yahoo/Bloomberg] Oil Poised for Third Weekly Gain Ahead of More Trump Tariffs [CNBC] Core inflation in February hits 2.8%, hotter than expected; spending jumps 0.8% [Yahoo/Reuters] US consumer spending rises in February; core […]
Precious metals markets remain relatively flat this week, while gold takes a minor step back down following its recent climb. Copper is the star of the show this week, reaching a new all-time high and seeing a 10% increase over the last 10 days. The S&P and USD make a small rebound, following weeks of […]
[Yahoo/Bloomberg] Stocks Fall as Automakers Reel From Trump Tariffs: Markets Wrap [Yahoo/Bloomberg] Oil Holds Gain as US Posts Biggest Drop in Stockpiles This Year [AP] US applications for unemployment benefits hold steady, remain in recent healthy range [AP] U.S. economy grew 2.4% in the 4th quarter after upgrade from earlier estimate [AP] US cities located […]
[Yahoo/Bloomberg] Stocks Waver as Tariff Turmoil Saps Mood: Markets Wrap [Yahoo/Bloomberg] Oil Gains as Industry Report Points to Drop in US Stockpiles [Yahoo/Bloomberg] Erdogan Wins Trump Praise as Turkish Assets Steady After Rout [Yahoo/Bloomberg] Bond Markets Draw Rush of Issuers Before Tariff ‘Liberation Day’ [Yahoo/Bloomberg] US Stock Market Liquidity Drying Up as Trade War Concerns […]
Bessent: “End Intox With Detox” Anxiety High With Uncertainty Of New Rules Personality Test Identifies Trump With Churchill, LBJ, Castro, & Jack Nicholson “We may or may not be able to grow our way out, but the efforts to shrink the scope of expenditures and drive economic growth via economic expansion instead of government expansion—two […]
[Yahoo/Bloomberg] Stocks Stall on Trump’s New Tariff Salvo: Markets Wrap [Yahoo/Bloomberg] Gold edges higher as surge in ETF holdings continues [Yahoo/Reuters] Oil Extends Rebound After Trump Heightens Pressure on Venezuela [Yahoo/Bloomberg] Indonesian Rupiah Falls to Lowest Since Asian Financial Crisis [Yahoo/Reuters] US consumers slow spending as inflation bites, Synchrony says [Axios] Congress lines up to […]
Over this past week Germany has been up to mischief. The new chancellor of the country, Friedrich Merz, is head of the center-right CDU party—which garnered the most votes in the recent German election. The new parliament required by the results of that election will be seated on March 25, 2025. However, because of the […]
