• December 3, 2024

The Dollar and Oil Foresee a Santa Rally for Bonds

Bond yields are primarily driven by macroeconomic factors such as inflation and economic growth. Given their impact on inflation and the economy, the US dollar and oil price...

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• December 3, 2024

Volatility May Be Due to Increase Significantly Starting Today

10-year rates increased yesterday by roughly four bps to close at 4.23% following a stronger-than-expected JOLTS report. The report overlooked healthy, in my view, with ...

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• December 3, 2024

Manufacturing's Cyclical Slowdown Hits 8 Months, But Key Metrics Show Improvement

The manufacturing sector contracted for the 8th straight month, with the November number coming in at 48.4 (anything below 50 is contracting). This was actually above the street estima...

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• December 3, 2024

Gold Holds Steady Amid Fed Speculation and Geopolitical Risks

Strong US Macro Statistics Limit Gold's Gains Gold ( XAU/USD ) rose by 0.17% on Tuesday but failed to hold above the important $2,660 level. It appeared that XAU/USD...

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• December 3, 2024

Fix This or Nothing Else Matters

The top 10% are the dog sipping a drink as the cafe burns down, saying "this is fine." What's the one thing we need to fix or nothing else matters? There are plenty of pot...

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• December 2, 2024

Gold Bullish Cycles in Play With Stocks Set to Enter a Long-Term Bear Market

The coming Trump presidency is likely to be exciting, but a lot is unknown. Investors need solid tactics to handle commodities, the stock market, bonds, crypto, and of course supreme money ...

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• December 2, 2024

In-Store Sales Falter Despite a Good Black Friday

Based on early Black Friday sales estimates, sales were strong, but shoppers were much more inclined to take advantage of online sales than go to the malls and stores in person. Mastercard Spendi...

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• December 2, 2024

US Dollar Recharges, EUR/USD Drops on French Politics

Dollar rebounds on more tariff threads and better US PMIs. Euro feels the heat of France’s budget turmoil. S&P 500 and Nasdaq climb to fresh record highs. Trump...

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• December 2, 2024

With Tariffs Set to Be the New Inflation Trigger, Watch These Industries Closely

As families gathered to celebrate Thanksgiving last week, there was a morsel of good news for consumers: the cost of the traditional feast fell for the second year in a row. A classic Turkey Day ...

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• December 2, 2024

S&P 500 Up Almost 50% Over Past 2 Years - More Modest Returns Ahead in 2025?

The matrix below highlights the year-to-date percentage performance of each constituent of the S&P 500 . The size of the cells is proportional to the market capitalization of each stoc...

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