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Growth Slowdown But No Recession As Consumer Picture Remains Positive

Growth Slowdown But No Recession As Consumer Picture Remains Positive

Image source: Pixabay The US consumer will continue to provide support to the economy this year (see charts below) and help to prevent an ongoing contraction in the manufacturing sector from developing into a broader recession. However, US GDP will likely see a downshift in 2024, registering a little over 1% growth for the year, before […]
Market Moves And Fed Views

Market Moves And Fed Views

Image Source: Unsplash In this short clip, Samantha LaDuc and Craig Shapiro discuss the current macroeconomic environment, focusing on recent movements in gold and food markets and reviewing Federal Reserve Chair Powell’s testimony. Craig expresses concern over the persistent inflation and robust economic growth that could challenge the Fed’s inflation targets. He anticipates that upcoming economic […]
Liquidity Is Still In Charge, But It’s Going To Be A Bumpier Ride From Here

Liquidity Is Still In Charge, But It’s Going To Be A Bumpier Ride From Here

Image Source: Pexels When today’s guest was on this channel back in December, he explained that rising net liquidity was responsible for the surprisingly strong performance seen in both the economy & the financial markets in 2023.And he predicted that these net liquidity inflows would continue, leading to even higher asset prices ahead.Well, here in the […]
Unveiling Warren Buffett’s Time-Tested High-Yield Stocks

Unveiling Warren Buffett’s Time-Tested High-Yield Stocks

Image Source: Wikipedia Warren Buffett, renowned as the Oracle of Omaha, is celebrated for his long-term investment strategy, which often centers around high-quality, dividend-paying stocks in the Berkshire Hathaway (BRK-A) (BRK-B) portfolio. While Buffett’s portfolio encompasses a diverse array of investments, several high-yield stocks have consistently stood out. Listed below are three of the highest-yielding stocks […]
Gold Vs. Barrier Of $2,200

Gold Vs. Barrier Of $2,200

Image Source: Pixabay Gold moved above the barrier of $2,200, but then closed the day below it. What’s next? Technical Picture of Gold Let’s start today’s analysis by quoting the last article on gold: (…) the breakout above the red declining trend channel (marked with dashed lines) in mid-Oct. 2023 took gold slightly above the psychologically important […]
De-Dollarization Is Not Just A Wild Conspiracy Theory

De-Dollarization Is Not Just A Wild Conspiracy Theory

Image Source: Pixabay What is driving the recent gold rally?As with any bull run, there are many factors — hope that the Federal Reserve is about to get the easy money gravy train back on the track chief among them. However, I have speculated that one of the underlying reasons for the recent rise in the […]
Apple Is Reportedly Testing An AI-Powered Ads Product

Apple Is Reportedly Testing An AI-Powered Ads Product

Image Source: Unsplash Apple Inc (Nasdaq: AAPL) is reportedly turning to artificial intelligence to boost its ads revenue. Shares of the iPhone maker are up more than 1.0% at writing. Apple’s new product is similar to Meta or Google’s offerings Anonymous sources told Business Insider today that the multinational is testing an AI-powered ads product with a handful […]
Visualizing Major U.S. Banks By Commercial Real Estate Exposure

Visualizing Major U.S. Banks By Commercial Real Estate Exposure

The six largest U.S. banks saw delinquent commercial property loans nearly triple to $9.3 billion in 2023 amid high vacancy rates and increasing borrowing costs.Today, the sector is facing greater scrutiny from regulators amid growing risks to bank stability. In fact, for almost half of all U.S. banks, commercial real estate debt is the largest loan category […]
The Bear And Bull Case For Adobe Stock In 2024

The Bear And Bull Case For Adobe Stock In 2024

Image courtesy of 123rf.com On Thursday, March 14th, at 2 PM Pacific Time, Adobe (Nasdaq: ADBE) is scheduled to report Q1 2024 earnings. Following the announcement of the Sora text-to-video model from OpenAI, ADBE stock took an 11% dive in the last 30 days.However, long-term ADBE holders have done well, as ADBE shares gained 72% of value over […]
The Biden Administration Is Gambling With The Strategic Petroleum Reserve

The Biden Administration Is Gambling With The Strategic Petroleum Reserve

Image Source: Pixabay The United States established its Strategic Petroleum Reserve (SPR) in the wake of the 1973–1974 oil embargo that disrupted oil imports and drove oil prices much higher.The SPR consists primarily of several large underground salt caverns for storage located along the Gulf Coast in Texas and Louisiana. These sites were chosen based on […]