• January 21, 2025

Gold Investors: A Time to Rejoice

Money managers invested in the US stock market don’t care if US borders are open or closed. They don’t care if elementary schools teach wokeness and critical race theory. They do care about taxes...

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• January 21, 2025

The Energy Report: Making Energy Great Again

It’s Donald Trump 2.0 and the market is adjusting to a world where we’re going to make U.S. oil and gas great again. In what President Trump says is a new Golden Age in Amer...

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• January 21, 2025

Will Trump’s Tariffs Help or Hurt the Effort to Tame Inflation?

On his first day as president, Donald Trump announced bold plans to reshape economic policy. His ideas for revising US priorities are as brash and audacious as they are controversial and conteste...

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• January 21, 2025

Gold Climbs as US Dollar Rebounds on Trump’s Unpredictable Tariffs

Dollar slips on reports that Trump will not impose tariffs on day one. But rebounds after Trump threatens Canada and Mexico. Stock futures slip but immediately recover. ...

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• January 20, 2025

3 Things Set to Dominate Agenda in the Week Ahead as Trump Takes Office

The week ahead will be light on economic indicators and heavy on executive orders (EOs). While the markets are closed on Monday for MLK Day, President Donald Trump was inaugurated into office for...

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• January 20, 2025

Gold Climbs as US Dollar Weakens Post-Trump Inauguration

Gold Rises as the US Dollar Weakened After Trump's Inauguration Gold ( XAU/USD ) price rose by 0.24% on Monday, supported by a weaker US dollar (USD), as market...

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• January 20, 2025

Extremes Become More Extreme, Then Revert to the Mean

A fatal bout of runaway instability becomes inevitable when "extraordinary emergency measures" become permanently essential to keep the bubbles from popping. A funny thing happ...

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• January 20, 2025

US Economy Humming as Trump Returns to White House Today

Donald Trump will be sworn in as the 47th president of the United States at 12 noon Eastern. When he takes the oath office for a second time at least one thing will be clear: He will enter the Wh...

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• January 19, 2025

Risk Appetite Jumps Ahead of Trump’s Inauguration Ceremony

Markets are in a relatively good mood Trump’s second presidency will commence today Dollar takes losses, while the crypto market is thriving Yen tries to benefit fr...

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• January 19, 2025

Q4 Earnings Beat Rate and Surprise Factor Well Above Average So Far

Q4 earnings season officially kicked off this week with 21 S&P 500 companies (mostly financials) reporting earnings. 14 companies beat estimates, 6 missed, and 1 tied. The averag...

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