Image Source: Market uncertainty around tariffs, debt, inflation, immigration, antitrust and other policies from new administration poised to shape returns in 2025.Video Length: 00:17:37More By This Author:
Read More Image source: Goldman Sachs analyst Mike Harris expects the US steel industry to flourish under Donald Trump as the President of the United States.Lower interest rates and steady demand will …
Read More Spreads on French government bonds are touching new highs again as Le Pen and the opposition are threatening to topple the government (again). Spillovers to other markets remain limited, but the uncertainty …
Read More Image Source: The banks have been significantly short both gold and silver as the prices have rallied this year, with historic peaks for the positions in both metals towards the …
Read More Image Source: Black Friday, the biggest shopping day of the year in the U.S., set a record this year for online shopping.Typically, Black Friday, the day after Thanksgiving, is a …
Read More Tech was the story to start December, with the Nasdaq nabbing a record close and sixth win in the last seven sessions. The S&P 500 followed suit with a record …
Read More Image Source: MARKETSThe S&P 500 soared to a fresh intraday peak on Monday, igniting December’s trading with a spark after riding the wave of November’s blistering rally.On the economic front, …
Read More Image Source: We haven’t had a normalized yield curve in the bond market since 2008. It looks like it’s finally going back to normal, which is a good thing for …
Read More (Click on image to enlarge)ISM chart and excerpts below by permission from the Institute for Supply Management® ISM® Please consider the November 2024 emphasis in bold by ISM, italics mine. The …
Read More Image Source: Since the pandemic, Rithm Capital () has dramatically expanded its business operations; it now functions as a global asset manager. But, the market continues to price RITM as …
Read More