More
The US Dollar continues to struggle for a footing as it can’t even reach previous trend lines anymore. The Atlanta FED shifts their call from 5.4 percent GDP to just 1.9 percent as the economic outlook weakens. JP Morgan and Goldman Sachs now see growth cooling. Disappointing retail sales numbers have also pushed sentiments negative […]
[Bloomberg] Stocks, Bonds Fluctuate as Traders Size Up Kudlow: Markets Wrap [Bloomberg] U.S. Home Prices Rise Almost 9%, the Biggest Gain in Four Years [Reuters] U.S. job market tightening, inflation steadily rising [CNBC] Import prices rise more than expected in February [CNBC] China is ready for a trade war with the US — and it […]
[Bloomberg] Stocks Climb as U.S. Retail Sales Numbers Cool: Markets Wrap [Reuters] Rising services costs lift U.S. producer prices in February [Bloomberg] U.S. Retail Sales Unexpectedly Fall for Third Straight Month [CNBC] Mortgage refinances fall to decade low [Bloomberg] China’s Factory Output, Investment Rise on Robust Global Demand [Bloomberg] China Economy’s Strong Start Faces Risks […]
If you keep “buying the dips” maybe you’re the dip Gross, Gundlach, Druckenmiller, & Singer say avoid buying the current dips Bloomberg called March 4 the “end of the easy money era” The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick “Perhaps I live in a naïve world where debts created have to be […]
[Bloomberg] U.S. Stocks Rise as Inflation Meets Estimates: Markets Wrap [Bloomberg] U.S. Inflation Picked Up in February Without Any Big Acceleration [Bloomberg] Trump Fires Tillerson, Names CIA’s Pompeo as Secretary of State [Reuters] Conservative commentator Kudlow a contender to replace Cohn: source [Bloomberg] Sea Change Is Underway in Money Markets for Banks, Investors [CNBC] Real […]
[Bloomberg] Stocks Rally on Upbeat Outlook; Dollar Pares Drop: Markets Wrap [Bloomberg] Trump’s Trade War and the $470 Billion Hit to the Global Economy [CNBC] On 10th anniversary of Bear Stearns’ near collapse, Senate pushes to rewrite financial regulation [Bloomberg] Emerging-Market Investors Face a Week of Tumult as Trade War Looms [Bloomberg] Investors Brace for […]
[Reuters] Trump’s trade policies jeopardize jobs and prosperity: German minister [Reuters] China says trade war with U.S. will only bring disaster to global economy [Reuters] China allows Xi to remain president indefinitely, tightening his grip on power [Reuters] Turkish warplanes destroy 18 Kurdish militant targets in Iraq: Anadolu [WSJ] Global Politics Emerge as a Dicey […]
[Reuters] How Trump’s tariffs morphed from ‘no exemptions’ to carve-outs galore [AP] Critics silenced ahead of China’s move to end Xi term limits [WSJ] Inside Trump’s Trade War: How Tariff Backers Beat Free Traders [WSJ] Why Bond Investors Aren’t Worried About Corporate America’s Rising Debt Load
