• April 16, 2025

4 Factors Behind the Surge in Homes and Land Prices

I promise that I will end this series of posts with some actionable conclusions. I thought this would be a Point A to Point C series, but it’s turning into a Point A to Point E...

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• April 16, 2025

Tariff Fears Drive Retail Sales to Record High in March

March retail sales came in above expectations and a record high. Autos were the strongest category, leading to believe the strength may be related to tariffs. But core ...

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• April 16, 2025

Global Stock Indices Rebound After Trump Touted Big Progress in US-Japan Talks

Global stock indices cratered yesterday, 16 April, led by technology and semiconductor stocks. Uncertainties over US tariffs and tic-for-tat trade retaliatory measures cast doubts ...

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• April 16, 2025

Is the Weakening US Dollar Good for American Stocks?

The U.S. dollar index , which tracks the dollar against a weighted basket of six foreign currencies, including the EUR/USD and the USD/JPY , recen...

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• April 16, 2025

Retail Sales Beat Expectations, but How Much Is Related to Tariffs?

Total retail sales came in at $734.9 billion in March, a gain of +1.4% (vs +1.3% expected). January and February were revised higher by a combined $3.4 billion. At...

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• April 16, 2025

Tech Stocks Falter but Dow Jones Turns Green, BoC Meeting Ahead

Tech stocks fell globally after the Trump administration imposed new restrictions on Nvidia’s chip exports to China, worsening trade tensions. Nasdaq 100 futures dropped ...

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• April 16, 2025

Rare Earth Metals: Does China Have the Trump Card?

The chart below, courtesy of JP Morgan Asset Management, highlights how much the US relies on certain rare earth metal imports from China and other nations. It also lists some of the products...

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• April 16, 2025

BoE Prepares for Rate Cut Amidst Falling UK Inflation and Energy Cost Concerns

UK annual inflation dropped to 2.6% in March 2025, lower than expected, with notable decreases in recreation, culture, and transport prices. Markets are pricing in an 85% pro...

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• April 16, 2025

Risk Sentiment Retreats as Trump Prepares for Fresh Tariff Decisions

All eyes on Fed Chair Powell today about rate cut hints UK CPI keeps the door open to May BoE rate cut Strong possibility of a BoC rate cut today Doll...

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• April 16, 2025

Gold Prices Rise Amid Trade War Tensions and US Dollar Weakness

Analysts Expect 2025 to Be Bullish for Gold The gold ( XAU/USD ) price rose by 0.57% on Tuesday and continued to rally strongly during the Asian and early Eur...

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