The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as ...
The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as ...
Interest-rate gaps are widening, as U.S. markets are expecting rate cuts while other countries move toward rate hikes. But a ...
• U.S. retail sales growth declined in May (-1.3%), led by building materials and motor vehicles, but still remains positive compared to pre-pandemic trends. • Initial jobless claims rose for the ...
While it was a very eventful week from Trump's address to Congress to strong data points both here and abroad to changes in China's financial leadership and more, the key event for me was Janet Yellen ...
Overview Reflation can push Government Bond Yields higher, which may pressure Bitcoin and Stocks at the same time.Bitcoin now reacts more like a risk asset than ...
Economic reflation is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains, at least according to Goldman Sachs and Tony Pasquariello. Interest rates, ...