NFP Preview: Can Hiring Hold Up as Tariffs Weigh on Growth, Consumer Demand?
US Nonfarm Payrolls data for March 2025 is released April 4th, with expected job growth of 135K- 140K. Market reaction is heavily influenced by recent tariff announcements an...
Gold Prices Dip Amid Tariff Concerns as Traders Await Key US Jobs Data
Gold Declines, but Bullish Trend Remains Intact The gold ( XAU/USD ) price declined by 0.66% during a very volatile trading session on Thursday as traders wei...
5 Key Tariff Takeaways
After much anticipation, the tariff band-aid was finally ripped off yesterday. Unfortunately for those expecting the news to be relatively painless, they were left disappointed with discomfor...
Bitcoin Defies Market Selloff, but Below-Average Trading Levels Suggest Weakness
While traditional financial markets experienced severe turbulence on Thursday, April 3, 2025, with major U.S. indexes posting significant losses following President Donald Trump’s sweeping ne...
Tariff Troubles Make Valuation Reset a Realistic Possibility
The trade deficit improved slightly in February, as exports increased by $8 billion while imports remained unchanged. I don’t believe the trade deficit is the big issue here, as the ...
NFP Preview: Jobs Report Unlikely to Save the Buck From Tariff Trauma
NFP report expectations: +137K jobs, +0.3% m/m earnings, unemployment at 4.1% Leading indicators point to near-expectation reading in this month’s NFP report. Hea...
The Latest Round of Tariffs From the USA was More Extensive Than Expected
With the new measures included, the total tariffs on China, Japan and the EU are now 54%, 24% and 20% respectively. Most instruments apart from havens declined sharply in the aftermath of the...
Trump’s Tariff Math Is Based on the Trade Deficit, Not Actual Tariffs
The US Dollar and stocks around the world are in a freefall today after US President Donald Trump slapped “reciprocal” tariffs of between 10% and 49% on nearly every country. T...
Retail, Auto, and Consumer Sectors Could See Rising Layoffs Amid Tariff Pressures
Some 80% of the job cuts in March are DOGE-related. March saw 275,240 jobs cuts in the U.S., the third most monthly total of all-time, according to the Challenger Report, a m...
Unsettling Economic Policy Conditions Starting to Unsettle the Economy
Today’s batch of economic indicators shows a few signs that Trump Turmoil 2.0 started to weigh on the economy during March. That’s the message from the month’s national ISM manufactur...
