• March 26, 2025

Risk Appetite Recovers as April 2 Tariff Deadline Approaches

Both US equities and the dollar continue to recover US consumers are under stress, as the April 2 deadline is approaching Pound suffers from weaker inflation; all...

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• March 26, 2025

What’s Causing the Divergence in Key Economic Forecasting Models?

The Atlanta Fed’s GDPNow economic forecasting tool predicts an imminent recession, which is fueling investor angst. However, the New York and St. Louis Feds’ Nowcast economic forecasts p...

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• March 25, 2025

Gold Holds Strong Above $3,000 as Fed Rate Cut Bets Intensify

Gold Rises After Disappointing US Economic Reports The gold ( XAU/USD ) price rose by 0.25% on Tuesday as the US dollar (USD) weakened. Greenba...

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• March 25, 2025

US Housing Market Faces Headwinds as Home Prices and Sales Show Weakness

The latest housing data confirmed the moderation that began in the 2nd half of 2024. The combination of high mortgage rates and prices, along with inventory constraint...

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• March 25, 2025

Gold Stocks: A Starship Ride In Play?

Most investors spend their time wondering what might be next for the price of their investments. In contrast, professionals focus on zones for buy and sell action. Pre-planned action...

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• March 25, 2025

Sanctions Relief Speculation Fuels Demand for Deeply Discounted Russian Bonds

As diplomatic talks between the US, Russia, and Ukraine continue, investors are closely watching for potential opportunities in a reopened Russian market despite the significant risks that re...

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• March 25, 2025

Risk Rally Struggles for Momentum as Tariff Uncertainty Persists

Wall Street rebound fails to catch on as global equities mixed. But the dollar extends gains amid confusion about incoming tariffs. Oil edges higher on Trump’s ta...

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• March 25, 2025

US Inflation Expectations May Oddly Signal Disinflation

The graph below, courtesy of Jeff Weniger, shows that since 1990, spikes in the University of Michigan (UM) consumer inflation expectation index to around 5% have preceded infl...

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• March 24, 2025

Gold Dips as Strong Data Lifts US Dollar – Is a Rebound Coming?

Strong US Data Puts Pressure on Gold The gold ( XAU/USD ) price dropped by 0.58% against the US dollar (USD) on Monday. The US...

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• March 24, 2025

Recession or Resurgence? The 10 Key Charts to Watch in 2025

Here’s an update to the 10 Charts to Watch in 2025 as we head into quarter-end. In the original article from earlier this year I shared what I thought would be the 10 most important ...

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