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[CNBC] S&P 500 little changed as traders digest strong GDP report, await Fed decision: Live updates [Reuters] Oil pauses rally as markets weigh Trump’s ultimatum to Russia [AP] Trump announces 25% tariff on India starting Aug. 1, unspecified penalties for buying Russian energy [AP] Trump’s latest tariff deadline is approaching. Here are the trade deals […]
Are markets really on fire and how high is too high? This week David and Kevin dig into the dizzying climb in valuations, with the Buffett Ratio screaming to a record‑breaking 210%. We explore what that number really means, why China’s debt machine is running out of steam, and how even a Krispy Kreme meme‑stock craze says […]
[CNBC] Stocks move higher after S&P 500 ekes out another closing record: Live updates [Reuters] Explainer: What’s at stake for Japan’s fragile bond market this week [AP] Federal Reserve likely to stand pat on rates this week, deepening the gulf between Powell and Trump [Reuters] Fed’s policy toolkit may be headed for fundamental changes [Reuters] […]
The McAlvany analysts provide updates on familiar but crucial trends: the growing volatility of global markets and the enduring value of precious metals as a stabilizing force. Whether examining cybersecurity risks, speculative bubbles, or gold’s next bullish phase, the analysts consistently emphasize preparation, diversification, and the importance of tangible assets like gold. The McAlvany Weekly […]
[CNBC] Stocks show small gain as U.S.- EU trade deal kicks off a hectic week for markets: Live updates [Yahoo/Bloomberg] Bond Traders Await Fed Meeting, Refunding and Jobs Report [Yahoo/Bloomberg] For Bond Dealers, It’s Now All About Bills at Bessent’s Treasury [AP] US and China to talk in Stockholm on trade with eye on Trump-Xi […]
[Yahoo/Bloomberg] Pressure Mounts on Fed Chief Powell in Tee Up to GDP, Jobs Data [Yahoo Finance] Federal Reserve meeting, July jobs report, and Big Tech earnings: What to watch this week [AP] Threat of US-EU trade war looms as Trump and top European official plan talks in Scotland [Yahoo/Bloomberg] Trump and Von Der Leyen Set […]
[Reuters] Investors eye possible US-Europe trade deal as deadline looms [Reuters] Wall St Week Ahead: Tariffs, Fed, tech results headline jam-packed markets week [Yahoo/Bloomberg] Trump Tariffs Leave Costly China Supply Question Unanswered [Reuters] Huawei shows off AI computing system to rival Nvidia’s top product [AP] Thailand and Cambodia trade accusations as deadly border clashes enter […]
Soon to Reignite From the standpoint of major new macro news, this week can certainly be described as the summer doldrums. In fact, for this author, the most important development was clearly the positive start to the second quarter earnings season for the precious metals companies. On Thursday, the world’s largest gold miner was the […]
