• February 23, 2025

Asia stocks track Wall St losses; tech skittish ahead of Nvidia earnings

Investing.com-- Most Asian stocks fell on Monday, tracking steep declines on Wall Street amid persistent concerns over a cooling U.S. economy and increased trade tariffs under President Donal...

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• February 21, 2025

Is Retail Exuberance Setting Market Up for a Correction?

Last week , we discussed the surge in retail exuberance in the market following the election of President Trump. “The market defies more negativ...

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• February 21, 2025

Does Economic Growth Cause Inflation? Well, Not So Fast

I am constantly amazed at certain articles of faith among the economics community. In my line of expertise, one of the most amazing to me is the absolute conviction with which the economics c...

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• February 21, 2025

Markets Weekly Outlook – US PCE, Japanese Inflation and Tariffs in Focus

Markets had another interesting week as US President Donald Trump pledged more tariffs ahead. A potential peace deal appears to be gaining traction between Russia and Ukraine but this did lit...

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• February 21, 2025

Week Ahead – German Elections and US PCE Inflation on Investors’ Radar

Germany goes to the polls, but far-right AfD is unlikely to form a government. German CPI data might be a bigger driver for the euro. ...

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• February 21, 2025

Week Ahead: US PCE, Nvidia Earnings, German Election, PBoC MLF, ECB Mins, Aus CPI

SUN : German National Election MON : Bank of Israel Announcement, German Ifo (Feb), EZ HICP Final (Jan) TUE : PBoC ML...

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• February 21, 2025

Europe’s Political and Economic Shocks: What They Mean for Markets in 2025

The beginning of 2025 witnessed a complex geopolitical scenario in Europe, with the most prominent events expected to impact financial markets. The intersection of political instability, econ...

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• February 21, 2025

Tariffs May Pose Greater Threat to Corporate Profitability Than Inflation

For Part 1 on “Tariff Risk” read: Tariff Impact Not As Bearish As Predicted . In “ Trumpflation ” ...

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• February 21, 2025

US Dollar Benefits From Weak Risk Appetite

Stocks in anticipation mode as gold retreats from new highs. Euro on the back foot despite positive PMI survey numbers. German election could result in a risk-off...

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• February 20, 2025

Falling Sales, Rising Challenges: What’s Next for the Alcohol Industry?

This article explores what is driving the alcohol industry's downturn and where the industry is headed. Introduction Every new year, millions of people commit to gi...

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