What Record Gold Prices Reveal About The Global Economy’s Fragility
Image Source: Pexels Gold has been soaring all of 2025 so far, reaching a new all-time high this past week as yet another major cyclical warning was triggered. Trade wars may account for some of the urgency, the real story is how in a world that’s entirely artificial more in it desperately demand something real. It’s […]
From Cocoa To Gold: The S&P GSCI’s Top Performers In 2024 And Seasonal Trends In 2025
Following the close of 2024, the S&P GSCI continued its strong performance into the new year, ending January 2025 up 3.3%. As we move deeper into Q1, we dig into the reasons behind the S&P GSCI’s leaders and laggards in 2024 and the seasonality inherent to commodity futures performance. In 2024, the top three performers were cocoa, […]
Tariffs On Canada And Mexico; Impact?
Image source: Pixabay Impact around uncertainty of Trump tariffs on Canada and Mexico on market and economy.Video Length: 00:17:23More By This Author:DeepSeek And DARP Update Zero Days To Expiration Options Abandon The 60/40 Stocks & Bonds
Canadian Dollar Hits Two-Decade Low As Markets Reel From Tariffs
Photo by Michelle Spollen on Unsplash The Canadian Dollar (CAD) plummeted to its lowest bids against the US Dollar (USD) in 21 years at the outset of the trading week after the US and Canada went tit-for-tat on trade tariffs that will pulverize key aspects of both economies. Overall market sentiment recovered ground after Mexico was able to negotiate a […]
Manufacturing Sector Hits A 28 Month High In January
Institute of Supply Management (ISM) Purchasing Managers Index (PMI) for the Manufacturing sector came in at 50.9 for January. Well above the streets expectation of 49.3.The last time we had a reading this high was September 2022 (28 months ago), and the first month in expansion territory (above 50 -orange line- is expansionary) over the […]
Can Biotech Stocks Survive The Precarious Macro?
Image Source: Unsplash Biotech Stocks Were Rallying Until the Russell Got Hit with Tariff Actiions We were having a nice rally in January 2025 until the reality of tariffs hit on Friday which killed the momentum developing off the mid-January lows. OK I’m stickin’ with my beat covering only life science markets and we’ll see if […]
Communications Have More To Say
Image Source: Pexels Some moments in time pack more activity into a single week than in years past—and I believe we are living in one of those moments.Markets act as a discounting mechanism; in other words, they continuously bring future expectations into today’s pricing.Today’s headline risks are as elevated as they have been in recent memory. […]
Constellation Brands Downgraded Amid U.S.-Canada Trade Dispute
Image courtesy of 123rf.com In a significant move reflecting the escalating trade tensions between Canada and the United States, the Liquor Control Board of Ontario has announced it will remove American alcohol products from its shelves starting Tuesday. This decision follows U.S. President Donald Trump’s imposition of a 25% tariff on Canadian imports, prompting a retaliatory response […]
FTSE Falls In Unison WIth Trump Tariff Risk Off Sentiment
Image Source: Pexels The FTSE 100, Britain’s main stock index, fell on Monday and appeared set for its biggest decline in nearly four months due to concerns that U.S. tariffs might trigger a global trade conflict. UK shares fell in line with a worldwide decline triggered by concerns that U.S. President Donald Trump’s tariffs on Canada, […]
Stocks Pare Losses After Trump Pauses Mexico Tariffs
Stocks are lower midday, but have pared much steeper premarket losses, after U.S. President Trump paused tariffs on Mexico for one month. The temporary deal was struck after Mexico’s President Claudia Sheinbaum “agreed to immediately supply 10,000 Mexican Soldiers on the Border separating Mexico and the United States,” per Trump on social media platform Truth Social.The […]
