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Archives by Year:
Economics For Everyone – Managing Through Monetary Policy – US And India
Image source: Wikipedia“Federal Reserve cuts interest rates, days after election of Trump” – NEWSThe US Federal Reserve cut interest rates by a quarter of a percentage point recently, setting borrowing costs just two days after the victory of President-Elect Donald Trump. Just a month ago, the US Federal Reserve (the Central Banking Authority in the US) […]
Gold Is Most Uncorrelated Asset, Bitcoin Is Most Correlated Asset
Image Source: UnsplashHistory shows Gold is the most uncorrelated asset, even more so than Bonds. Meanwhile, Bitcoin is the most correlated asset of all time, despite proclamations to the contrary.Video Length: 00:09:49More By This Author:Gold And Silver Still Near Ground Floor Opportunity Gold Will Double Or Triple If They Monetize Debt In Trump’s Term Understanding Gold […]
Rates Spark: Looking Down Still
Image Source: PexelsThe drivers of market rates here are complex, arbitrating between a Trump-inspired future versus contemporaneous US macro slowing risks. We view the latter as driving just for now. Meanwhile, EUR rates pared back their prospects of larger near-term ECB cuts, although the longer-term outlook remains little changed on subdued levels. We continue to identify a preferred […]
US Stocks Rocketed To New All-Time Highs
Image Source: UnsplashMARKETSUS stocks have rocketed to new all-time highs, fuelled by easing geopolitical tensions and a robust 5-year Treasury auction that attracted the highest level of direct bidding in a decade. This surge comes as US investors deftly navigate the tremors of recent tariff announcements. Moreover, the latest Federal Reserve minutes have subtly bolstered expectations […]
WTI Recovers Above $68.50 On A Large Surprise Crude Draw
Image Source: Pixabay WTI price rebounds to near $68.75 in Wednesday’s early Asian session. US crude oil stocks fell by 5.935 million barrels last week, according to the API on Tuesday. The possible Middle East peace deal caps the WTI’s upside. West Texas Intermediate (WTI), the US crude oil benchmark, is trading around $68.75 on Wednesday. The WTI […]
EUR/USD Flattens Near 1.05 In The Run-Up To EU Inflation Figures
Image Source: Pixabay EUR/USD struggled to find momentum on Tuesday, stuck near 1.0500. The trading week has been shortened by a US holiday on Thursday, limited Friday hours. EU inflation figures are due on Friday, with a thin calendar until then. EUR/USD cycled the 1.0500 handle on Tuesday, with Fiber price action drifting into the near-term […]
Stock Market Indices In Iceland At Key Inflection Points
Image Source: Pexels The long-term trend of the OMX Iceland All-Share Price Index (OMXIPI) seems to be turning upward. I want to see two things to confirm the potential trend reversal to the upside: 1) a convincing breakout and a weekly close above 2349, and 2) the stock index must begin to perform better than the […]
Seven Key Indicators To Watch As The Dollar Declines
Image Source: Pixabay There’s been a lot of talk about “de-dollarization,” with many countries trying to minimize their exposure to the U.S. dollar.But is the dollar really in trouble?Investment guru Nick Giambruno thinks it is. In fact, he believes the dollar will ultimately collapse.But it’s sometimes difficult to see the dollar’s decline because it is happening […]
Trump’s Tariffs: Short Term Gain, Long Term Pain
During the U.S. presidential election campaign, Donald Trump promised to fix the economy by eliminating inflation, cutting taxes and increasing tariffs. This raises a challenge for asset allocators as to how these policies will hit expected asset returns in the short and long run.The incoming president will inherit a robust economy with a labor market […]
Inventory Of New Homes Is Soaring, But Where Are The Buyers?
Building as Fast as They CanI received an interesting response to my previous post New Home Sales Plunge 17.3 Percent, Largest Decline Since July 2013“They’re building them as fast as they can. The operable phrase is ‘as they can’. Regulations. 2025 should be lit!“ Yes, they are building as fast as they can and that’s a […]
