• February 3, 2025

Key Manufacturing Indicators Flash Green - Start of a Broader Rebound?

Institute of Supply Management (ISM) Purchasing Managers Index (PMI) for the Manufacturing sector came in at 50.9 for January. Well above the street's expectation of 49.3. ...

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• February 3, 2025

Gold Shines as Tariffs Ignite Market Worries

Last Monday, it was the DeepSeek news that sank stocks. This week it’s tariff concerns. However, the situations are quite different. The DeepSeek news wasn’t necessarily what it seemed on the...

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• February 3, 2025

Trump Chaos: Traders Survival Guide

Since many of you were not trading through the wild Trump 2.0 years, I felt that it was important to share my tips on how to navigate the market volatility. Don't miss this 2025 Day ...

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• February 3, 2025

Earnings Coming in Better-Than-Expected As Peak Season Begins

Q4 S&P 500® EPS growth expected to come in at 13.2%, the highest growth rate in three years. Large-cap outlier earnings dates this week include: AMD, JNPR, H...

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• February 3, 2025

DeepSeek and the Jevons Paradox: What It Means for AI Infra Spending, Efficiency

Nvidia’s (NASDAQ: NVDA ) market cap dropped, DeepSeek continues to disrupt, and European banks outperformed the Mag 7. Here are the last seven days in seven charts. ...

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• February 3, 2025

DeepSeek and the Impact on the AI Value Chain

What is DeepSeek The announcement of DeepSeek shook the technology market this week, with many hardware companies down 20-30% after the announcement. For Background, Deep Se...

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• February 3, 2025

US Dollar Bulls Eye Key Resistance Levels as Tariff Fears Drive Flight to Safety

Trump's tariffs are pushing the U.S. dollar to new heights, shaking global currency markets. Escalating tensions and a stronger dollar could lead to inflation and economic di...

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• February 2, 2025

Risk Sentiment Suffers as Trump Makes the First Move

Trump announces tariffs on Canada, Mexico and China. Stocks and cryptos are under severe pressure as the dollar surges. A busy data calendar today that also inclu...

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• February 2, 2025

Inflation Remains Stubbornly High, but Incomes and Spending Data Stay Solid

Personal Consumption Expenditures minus food and energy ( Core PCE ) increased 0.2% in December, and 2.8% over the last 12 months. The Fed’s preferred indicator...

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• February 2, 2025

The DeepSeek Plunge Reveals the Market’s Hand

Last week’s market action was bookended by bearish news shocks in two of the bull’s sensitive areas – AI capital costs and tariffs. The result was a revealing week of price action that conclu...

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