• April 17, 2025

US Asset Valuations Hit 16-Year High—Is the Market Now Priced for Perfection?

Late last year, US asset valuations reached a major milestone, 16 years in the making. After a golden decade for returns from the depths of 2009, the average valuation score for US s...

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• April 18, 2025

Frontrunning Tariffs Boosts Economic Activity

Recent consumer sentiment readings have been horrendous. For instance, the University of Michigan’s latest consumer expectation s and the Conference Board’s consumer co...

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• April 18, 2025

Gold Retreats From Peak Amid Profit Taking Ahead of Holiday Weekend

Gold Retreats From Its High The gold ( XAU/USD ) price failed to hold above the important $3,336 level yesterday. Some investors opted to secure profits and e...

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• April 17, 2025

Trump Vows to End Inflation, But Everyday Prices Tell a Different Story

How’s It Going? Trump on 8/9/2024: “Starting on day one, we will end inflation and make America affordable again, to bring down the prices of all goods.” Here’s a visual sit-rep on p...

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• April 17, 2025

S&P 500, Nasdaq 100 Recover as Trump Promises Trade Deal

Futures for the S&P 500 and Nasdaq rose slightly on Thursday, the last trading day of the week, as attention shifted to U.S.-Japan tar...

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• April 17, 2025

Trade Talks Progress Calms Markets After Hawkish Powe

Trump hails “big progress” in US-Japan trade talks US futures and dollar edge up, gold eases from record high Fed’s Powell maintains wait-and-see stance, ECB deci...

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• April 17, 2025

Eyes on Flash PMIs as Tariff Uncertainty Persists

Tariff headlines remain at the top of investors’ agendas But flash S&P Global PMIs could attract special attention Auctions to reveal information about demand for...

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• April 17, 2025

Stock Indices Rise on Positive US-Japan Talks Ahead of ECB Meet

Asian stocks rose slightly on Thursday, and the US Dollar gained a bit as traders evaluated trade talks between the U.S. and Japan, while concerns over tarif...

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• April 16, 2025

Q1 Stall Speed? Tracking and Betting on GDP Growth, Retail Sales Composition

GDPNow at essentially zero growth. Industrial production and retail sales (control) surprise downside. That being said, net export...

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• April 16, 2025

Gold Hits Multi-Year Highs on Trade War Jitters and Dovish Fed Expectations

Safe-Haven Demand for Gold Remains Strong The gold ( XAU/USD ) price surged by 3.58% on Wednesday. Investors continued to buy safe-haven assets due to the int...

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