• April 14, 2025

Tit-For-Tat: The Opposite of Panda Diplomacy

The trade war between the US and China is heating up, increasing the risk that China will invade Taiwan. Let us explain. On April 11, Reuters reported the following: "...

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• April 14, 2025

US Dollar and Stocks Diverge: More Downside Ahead?

Stocks were higher, lower, and higher, and they faded towards the end, trading within a fairly wide range throughout Monday. More importantly, the US dollar continues to weaken...

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• April 14, 2025

Earnings Set to Show Biggest Sequential Drop Since 2020 as Volatility Rises

It’s still all about trade but there are a few other things to watch this week. Wednesday: Retail sales (+1.4% expected) It’s been a tough year for consumer spen...

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• April 14, 2025

A Pause in Trade War Could Trigger US Dollar Rally and Selloff in Metals

So, Trump backed off a little, while China discretely flexed its muscles by halting exports of its rare earth minerals. The latter didn’t get enough media attention, but in my view, this like...

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• April 14, 2025

Trump Turmoil: Soaring Uncertainty Stalls Economic Decisions

Each week, we take you through the last seven days in seven charts. 1. Literally Off the Chart… Under the new Trump administration, the US Economic Policy Uncertain...

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• April 14, 2025

Yield Spreads Suggest the Risk Isn’t Over Yet

In November last year, I discussed the importance of yield spreads, historically the market’s “early warning system.” To wit : “ ...

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• April 14, 2025

7 Truths About Trump’s Tariffs — And the High-Stakes Future They Shape

The real drivers of Donald Trump’s aggressive tariff agenda extend far beyond trade policy. In this analysis, I examine how a new world order is taking shape—driven by crypto, AI, energy...

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• April 14, 2025

The Dollar and Inflation: Don’t Believe the Hype

Recently, we have seen claims that the “ collapsing ” dollar will cause inflation. While a weaker dollar can create inflation, many factors impact prices. Accord...

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• April 14, 2025

Improved Risk Sentiment to Be Tested as Trump Paves Way for Fresh Tariffs

Electronic tariffs in the spotlight, risk appetite gets a small boost Trump could dampen sentiment with fresh tariff decisions US equities record best weekly perf...

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• April 14, 2025

Gold Rally Continues Amid US Dollar Weakness, Rate Cut Bets, and Tariff Turmoil

Gold Continues Climbing Higher The gold ( XAU/USD ) price rose by 1.96% on Friday as the US dollar (USD) continued to decline due to recession ...

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