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Thursday, June 5, 2025

[CNBC] Stocks rise after Chinese state media says Trump and Xi held call: Live updates [Yahoo/Reuters] Japan’s 30-year bonds rise as weak auction adds to pressure to curtail issuance [Yahoo/Bloomberg] Silver Gains Ground on Gold With Jump to Highest Since 2012 [CNBC] Trump holds call with Xi, Chinese media says [AP] The number of Americans […]

Wednesday, June 4, 2025

[CNBC] S&P 500 wavers after weak ADP jobs report raises worries about the economy: Live updates [Yahoo/Bloomberg] Oil Steadies With Focus on Canada Wildfires, US Crude Stockpiles [Reuters] Higher metals tariffs kick in as deadline for ‘best’ offers arrives [Reuters] Global alarms rise as China’s critical mineral export curbs take hold [CNBC] Private sector hiring […]

The Big Beautiful Bill’s Hidden Bomb

Jamie Dimon Says Bond Market Will Cause Panic In Future Section 899 Of Bill Could Scare Money Out Of Dollar Is Private Equity The New Money Trap “We go back to the 30,000-foot perspective and see that interest rates are the issue for the Treasury Departments in the UK and in the US and in […]

Tuesday, June 3, 2025

[CNBC] Stocks slip after S&P 500 kicks off June with a modest gain: Live updates [Yahoo/Bloomberg] Oil Holds Gains as Canada Wildfires Offset OPEC+ Output Hike [Yahoo/Bloomberg] Japan’s Bonds Pass 10-Year Supply Test as 30-Year Sale Looms [Yahoo/Reuters] Analysis-FX options market positioned for further dollar weakness [Yahoo/Bloomberg] Wall Street Games Out How to Profit From […]

Monday, June 2, 2025

[CNBC] Stocks slide as global trade tensions rise to start the new month: Live updates [Yahoo/Bloomberg] Gold Surges With Rising Global Tensions Boosting Haven Demand [Yahoo/Bloomberg] Oil Advances as OPEC+ Supply Boost Vies With Geopolitical Risk [Yahoo/Reuters] Aluminium premium for US buyers soars after Trump doubles tariffs [CNBC] China says the U.S. undermined Geneva trade […]

Sunday, June 1, 2025

[Reuters] EU threatens countermeasures over Trump’s steel tariffs hike [Reuters] China accuses US’s Hegseth of ‘vilifying’ remarks at security forum [Politico] Trump administration prepares to ease big bank rules [Yahoo/Bloomberg] US Job Growth Is Seen Moderating on Shifting Trade Policy [AP] Spike in steel tariffs could imperil Trump promise of lower grocery prices [Yahoo Finance] […]

Tariff Tennis, Capital Wars, and Gold’s Golden Decade – May 30, 2025

Tariff Tennis, Capital Wars, and Gold’s Golden Decade This was an interesting week at the increasingly busy intersection of Washington and Wall Street. First, Trump administration 2.0 was back on the offensive in the tariff trade war after targeting the EU for 50% duties that Trump claimed weren’t just a negotiating tactic.  Then, with a […]

Saturday, May 31, 2025

[Reuters] Wall St Week Ahead Jobs data, tax bill, trade on tap for rebounding US stocks [Yahoo/Reuters] Trump says he plans to double steel, aluminum tariffs to 50% [Reuters] OPEC+ oil producers stick to their guns with another big hike for July [AP] Answering your questions about President Trump’s tariffs [Reuters] Japan says there is […]

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