• April 21, 2025

Not All Stocks Bounce Back—What Tariffs Reveal About Portfolio Risk

President Trump’s announcement on Liberation Day has quite literally taken the world by storm, with global equity markets sliding by over 10% cumulatively in the next 3 trading days. Various ...

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• April 21, 2025

US Dollar Weakens as White House Moves Threaten Fed Independence

In today’s Asian session, 21 April, the US dollar tumbled in line with intraday weakness seen in the US stock indices futures after the markets reopened from the Good Friday ho...

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• April 20, 2025

The Family Home: From Shelter to Asset to Liability

The deflation of asset bubbles and higher costs are foreseeable, but the magnitude of each is unpredictable. With the rise of financialized asset bubbles as the sourc...

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• April 20, 2025

High Valuations and Market Weakness Signal Growing Risk of Correction

Over the last 25 years, US companies have benefited from increasing globalization of both trade and capital, which enabled secular disinflation and increasing profitability. As Goldm...

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• April 20, 2025

Boeing Stock Shows Promise as New Strategies Could Offset Trade War Hurdles

A Boeing (NYSE: BA ) jet originally intended for China has been returned to the U.S., serving as a stark example of the far-reaching effects of the U.S.-China trade war. This e...

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• April 21, 2025

Gold Surges to Record Highs Amid Rising Tariff War Fears and Geopolitical Tensions

Gold Hits All-Time Highs as Expectations of Tariff War Escalate On Monday, China cautioned other countries against entering broader economic agreements with the US that migh...

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• April 20, 2025

Week Ahead: Jobless Claims, Housing Data in Focus but Earnings May Steal Spotlight

Investors will be returning from a holiday-shortened week, and no doubt, all the focus and attention will be on trade policies. The economic calendar is pretty light, but we’ll get s...

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• April 20, 2025

The 2025 Market Roller Coaster Could Feel Much Worse Than Reported

The media will constantly remind us that the S&P 500 is down about 10% and the Nasdaq is down about 13% for the year, but you may be feeling a little more angst ...

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• April 20, 2025

Could the S&P 500 Be en Route to 4,500?

This week won’t have much on the economic calendar, with the S&P Global Flash PMI the lone standout data point. Government auctions will draw more attention. While recent debt ...

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• April 20, 2025

Inflation Risk Could Be Subsiding Rapidly

Inflation risk has been a significant topic of discussion in the mainstream media for the last few years. Such is unsurprising given that inflation spiked following the pandemic i...

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