• April 28, 2025

The Winners and Losers in 21st Century America

Statistical games can be played to mask the realities of our neofeudal economy, but "narrative control" can’t obscure the facts or the banquet of consequences that these realities have s...

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• April 28, 2025

European and US Futures Waver as Earnings Jitters, Tariff Fears Shape Market Mood

European and U.S. stock futures are mixed this morning, with slight weakness prevailing across key benchmarks. Futures for the DAX , CAC 40 , and FTSE 10...

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• April 28, 2025

Is the Consumer Finally Breaking? One Chart Suggests Trouble Ahead

We keep hearing that the plunge in consumer sentiment isn’t showing up in the economic data yet. Well, there is one data point that is feeling the effects, and it turns out its...

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• April 28, 2025

US Dollar, Bitcoin, and Gold Miners Send a Clear Message: Big Moves Ahead

The markets are relatively calm today, but don’t let that fool you. They are about to MOVE. There are multiple clues as for the way in which the markets are likely to move next, and ...

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• April 28, 2025

US Dollar Steadies Ahead of Key Trade and Economic Updates

Asian markets started the week calmly, with investors waiting for updates on US trade talks and possible new stimulus measures from China before making big moves. A regional index ga...

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• April 28, 2025

Gold Retreats from Record High as US Dollar Strengthens Amid Easing Trade Tensions

Gold Retreats From Its Highs Gold ( XAU/USD ) broke a record high of $3,500 last week. However, due to a stronger US dollar (USD) and easing te...

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• April 28, 2025

US Dollar Continues to Struggle as Tariff Uncertainties Persist

Risk appetite improves, but outlook remains clouded Tariffs in the spotlight as Trump awaits China’s capitulation A quiet start to the week ahead of a very busy d...

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• April 28, 2025

Recession Now? The Message from Michigan Expectations Vs. PMI and CISS

Updating this post, probability of recession in April is 72%. Notice there are two false positives in this sample period – 1998 and 2011. (I tried dropping the ...

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• April 27, 2025

US Dollar Strength, China Trade Deal in Focus as Markets Brace for Busy Week Ahead

Global stocks saw a positive week due to easing US-China trade war concerns, despite mixed messages from President Trump. Gold experienced a decline as safe haven flows decre...

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• April 27, 2025

Reverse Globalization Raises Concerns for Foreign Investors Overweight in US Stock

Investors are still behaving as if the world has not changed at all when, in fact, everything has changed. “Globalization, rising trade, and capital liberalization was the domin...

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