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One cannot access a major media publication these days without seeing or hearing despair over the “polarization” of America. This is not the whole story, of course. The major media are almost exclusively the domain of far-left journalists, so the complaint is not really that two equal and opposite sides are at each other’s throats. […]
[Yahoo/Bloomberg] US Stocks Lead Global Slide as Growth Fears Mount: Markets Wrap [Yahoo/Bloomberg] Gold Steadies as Investors Fret Over the Global Economic Outlook [Yahoo/Reuters] Tariff and growth worries boosts safe-haven yen, Swiss franc [Yahoo/Reuters] Oil steady as tariff uncertainty keeps investors on edge [Reuters] Trump chaos pushes central banks into shadows [Reuters] German spending boost […]
[Yahoo/Bloomberg] US Inflation Set to Stay Sticky as Tariff Risk Looms [Yahoo/Bloomberg] The bond market’s Trump trade is looking like a recession trade [Yahoo/Bloomberg] China’s Inflation Declines Below Zero for First Time in Year [Yahoo/Bloomberg] Support Grows for Increased Defense Spending in France, UK [Bloomberg] ‘Impossible Trinity’ Conundrum Has Caused a Cash Crunch in Asia […]
Valuations, Fundamentals, and Technicals Since the end of January HAI has presented the essentials of what appear to be potentially high-impact events and developments relevant to the gold market. This week let’s try to look at ways those events and developments could impact the price of gold and related assets. As initial context for our […]
[Yahoo/Bloomberg] Trump team is pivoting to ‘no pain, no gain’ as economic message [AP] US economic worries mount as Trump implements tariffs, cuts workforce and freezes spending [AP] Republicans try to go it alone on government funding as shutdown deadline nears [AP] Russian strikes on Ukraine kill 20 as US cuts intelligence sharing with Kyiv […]
Wikipedia’s definition will suffice: “The term exorbitant privilege refers to the benefits the United States has due to its own currency (the US dollar) being the international reserve currency. For example, the US would not face a balance of payments crisis, because their imports are purchased in their own currency.” My first observation of “exorbitant […]
[Yahoo/Bloomberg] Stocks Waver After Nonfarm Payrolls Data: Markets Wrap [Yahoo/Bloomberg] Euro Set for Best Week Since 2009 as BofA Boosts Forecast [Yahoo/Bloomberg] Oil Pares 2025’s Biggest Weekly Drop as Tariff Tumult Dominates [Yahoo/Bloomberg] China’s Top Tech Stocks Are Soaring While the ‘Mag Seven’ Sink [Yahoo/Bloomberg] Japanese Bonds Set to Lose Mantle of Lowest Yielding Major […]
