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In this week's Tech Edge, we dive into the impact of tariffs on the AI trade and identify the areas with the best opportunities. Impact of Tariffs Tariffs are dominating the headlines, and investors...
Last week, the news flow around tariffs rocked the markets like small craft in stormy seas, and the end result has become an uncomfortable trend. The SPY closed with the worst 3-week slide since Dec...
We haven’t discussed global monetary inflation for a while, mainly because very little was happening and what was happening was having minimal effect on asset prices or economic performance. However,...
Last week, we discussed the more extreme levels of bearishness that have gripped the markets as of late. “In other words, while the media scrambled to align reasons with the sell-off, the correction...
I’m sure this week will be interesting, given the CPI and PPI reports. I’m sure the administration will have plenty of on-again and off-again policy statements about something. The one thing that...
Many believe Winston Churchill coined the phrase: “Never let a good crisis go to waste.” Others think it was President Obama’s Chief of Staff, Rahm Emanual, who said, “You never want to let a...
Markets have struggled this week as fears are rising. Wall Street is on edge as investors say the Trump administration’s mixed signals on rolling back tariffs are creating confusion instead of easing...
MON: Eurogroup Meeting, Norwegian CPI (Feb), EZ Sentix Index (Mar), Japanese GDP (Q4) TUE: EIA STEO WED: 25% US tariff on all imports of steel and aluminium comes into effect, BoC Announcement,...
Trump’s U-Turns Keep the Market Under Pressure Both US equity indices and the US dollar remain under severe stress as US President Trump continues his back-and-forth on the tariffs front. In another...
The risk of a recession in the U.S. is not zero. This is particularly true as the current Administration tackles Government bloat and implements tariffs. However, before we discuss why the risk of a...
Gold Dips on Profit-Taking as NFP Looms The gold (XAU/USD) price declined by 0.3% on Thursday as US Treasury yields rose and traders took profits on their long positions. We are just seeing some mild...
The BLS reports nonfarm payrolls and unemployment numbers for February on Friday. It follows a weaker than expected ADP private sector jobs report. What to expect from Friday's jobs report. Only...
The trade deficit grew to $131.4 billion in January, the worst monthly deficit on record. Exports grew by $3.3 billion (+1.2%) while imports grew by $36.6 billion (+10%).Over the last 30+ years,...
NFP Key Points NFP report expectations: +160K jobs, +0.3% m/m earnings, unemployment at 4.0% Leading indicators point to near-expectation reading in this month’s NFP report, with headline job...
USD/JPY slides below 148.65, eyes key support at 147.20 as yen strengthens Nasdaq 100 futures close below 200DMA for the first time since March 2023 Tech losses weigh on carry trades, raising risk...