Category Archive: Finance, No picture

Contextualizing The Inflationary Impact Of The 10%/60% Trump Tariff Plan

Contextualizing The Inflationary Impact Of The 10%/60% Trump Tariff Plan

Image Source: UnsplashI was trying to think about how to contextualize the impact of the Trump 10%/60% tariffs on inflation. McKibbin-Hogan-Noland (2024) trace out the impact of this measure (as well as mass deportation) on inflation using an updated version of the G-Cubed model. In 2025, they estimate inflation will be 0.6 percentage points above baseline. Goldman-Sachs also […]
Gold Monthly: US Rate Cut Drives Gold Rally

Gold Monthly: US Rate Cut Drives Gold Rally

Image Source: UnsplashThe highly awaited US interest rate cut finally materialised in September driving gold prices to a new record. We believe the bullish macro picture combined with safe-haven demand amid an escalation of tensions in the Middle East and the ongoing war in Ukraine will drive gold to new highs. Gold surges to new highs […]
The China Stock Market Is NOT Crashing – This Is Why

The China Stock Market Is NOT Crashing – This Is Why

Image Source: PexelsIt seems like the US Stock Market isn’t that hot for anyone. So where are we heading?Video Length: 00:09:45More By This Author:Can NIO Stock Reach $1,000 By Raising Product Prices? Why Chinese Tech Stocks Are Making A Comeback! What Alibaba’s Hong Kong Upgrade Means For U.S. Investors
Markets: Are You Making Things Harder Than They Need To Be?

Markets: Are You Making Things Harder Than They Need To Be?

Image Source: UnsplashWhat can we learn from a review of all eleven S&P 500 sectors, small caps, bonds, and the Equal-Weight S&P 500?Video Length: 00:15:01More By This Author:Economy & Markets: As Good As It Gets?Stocks: Are You Missing The Big Picture?Did The Fed Just Signal A Recession And Bear Market?
Dow Jones Industrial Average Taps Fresh Record After US PPI Inflation Cools In September

Dow Jones Industrial Average Taps Fresh Record After US PPI Inflation Cools In September

Image Source: Pexels The Dow Jones climbed into an all-time peak on Friday. US PPI figures showed September producer-level inflation stayed flat overall. Upbeat bank earnings helped to further bolster equities. The Dow Jones Industrial Average (DJIA) rose over 400 points bottom-to-top on Friday, bolstered into a fresh record high of 42,837 after US Producer Price […]
2 Nuclear Stocks Investors Can’t Overlook

2 Nuclear Stocks Investors Can’t Overlook

Image Source: UnsplashZacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future. Whether you’re interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you.Let’s take a closer look at the ‘Nuclear’ theme and analyze a few stocks that the screen returned, such […]
Nowcasts, Weekly Indicators, And Additions To The “Recession Camp”

Nowcasts, Weekly Indicators, And Additions To The “Recession Camp”

Image Source: PexelsNowcasts for NY and St. Louis Feds out today; St. Louis up from 1.14% to 1.73% q/q AR. NY Fed, and GS tracking unchanged at 3.2%.Figure 1: GDP (bold black), Summary of Economic Projections median iterated off of 3rd release (inverted light green triangle), GDPNow as of 10/9 (light blue square),  NY Fed nowcast as […]
Stocks And Precious Metals Charts – To See Evil For What It Is

Stocks And Precious Metals Charts – To See Evil For What It Is

Image Source: UnsplashOnce again, stocks managed to shake off risk-weariness in the morning, gave a little, and held it into the afternoon.VIX drifted lower.Gold and silver rallied. We may have established an end to this most recent correction.And so we toddle on into another, risk-fraught weekend.Have a pleasant evening.More By This Author:Stocks And Precious Metals Charts – […]
What Are The Different Types Of Stocks?

What Are The Different Types Of Stocks?

Image Source: Pexels Investing in stocks is a cornerstone of building wealth, but not all stocks are the same. Understanding the different types of stocks and their characteristics can help investors make more informed decisions, balance their portfolios, and manage risks effectively. Below, we’ll explore the most common types of stocks and what makes them unique. […]
The Q3 Earnings Season Kicks Off Positively

The Q3 Earnings Season Kicks Off Positively

Image Source: Unsplash The market liked what it saw in the quarterly releases from JPMorgan (JPM – Free Report) and Wells Fargo (WFC – Free Report) , even though Wells Fargo came up short on the top-line while JPMorgan beat both top- and bottom-line expectations.Even more important than the two banks’ Q3 EPS and revenue surprises is their favorable commentary […]