• April 11, 2025

Eerily Quiet: Trading Through a Post-Tariff World

All the inflation data is out ( CPI yesterday, PPI today), and it is ice cold . The actual data (left column) is wa...

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• April 11, 2025

America’s Tariff Gamble Is Turning Into an Economic Trap

There was a near-record number of job layoff announcements during the month of March, according to the labor research firm Challenger, Gray & Christmas. There was a total of 27...

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• April 11, 2025

Week Ahead — ECB Set to Cut, BoC Might Pause as Trump U-Turns on Tariffs

ECB is expected to trim rates, but the BoC might pause this time UK CPI data also in the spotlight Retail sales the main release in the United States ...

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• April 11, 2025

S&P 500: The Pause Heard Around the World

US stocks ended Thursday’s session in negative territory. However, the S&P 500 surged 8.5% off its lows on Wednesday as the administration announced a 90-day tariff pause for a...

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• April 11, 2025

Risk Aversion Returns; Dollar, Treasuries and Wall Street Slip

Dollar tumbles, safe haven franc at more-than-a-decade high Recession fears return amid US-China trade conflict US CPI slows down, allows dovish rate cut pricing ...

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• April 11, 2025

Trump’s Reversal on Tariffs: The Good, the Bad and the Ugly

Eight days after “Liberation Day”, President Donald Trump announced a reduction of reciprocal tariff rates to a 10% baseline on the 60 countries with higher tariff rates. This pause of the hi...

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• April 11, 2025

China raises tariffs on U.S. goods to 125% - Xinhua

Investing.com - China has raised its import tariffs on U.S. goods to 125% in retaliation to a recent hike in levies imposed by President Donald Trump, according to Bloomberg News. U....

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• April 10, 2025

Gold Hits New All-Time High as US-China Trade War Escalates

Gold Jumps by Another 3% in One-Day The gold ( XAU/USD ) price surged by almost 3% and hit a new all-time high on Thursday. The escalating trade war between t...

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• April 10, 2025

International Trade Suppression Prompts New Look at US Treasury Strategies

This post goes carefully through ownership and trends in holding of Treasuries. It concludes that official holders, as in governments, look likely to further reduce their stakes, but that thi...

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• April 10, 2025

CPI Eases Fears, Yet Core Inflation and Tariff Issues Cloud Economic Outlook

Inflation, as measured by the Consumer Price Index (CPI) came in better than expected for the month of March. Headline CPI fell -0.1% (market expected a ri...

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