Weekly Digest
Weekly Research Recap
April 4, 2025
Some interesting charts from our recent posts
Some interesting charts from our recent posts
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Today's topics include Liberation Day, how did the White House calculate reciprocal tariffs?, the odds of rate cuts in 2025, tariffs' effect on inflation, previewing tomorrow's payrolls report, Fedspeak, gold & silver get tariff exemptions, and Bessent circles May or June for debt limit
Inflation bottomed at a rate well above 2%. Expectations, commodity prices, and market-based measures do not show prices coming down anytime soon.
Today's topics include GDPNow continues to plummet, yesterday's poor ISM numbers, about those rising delinquency rates..., flying blind into liberation day, the Fed's dual mandate gets tricky, the risk-off trade, Fedspeak, and updating European natural gas stockpiles as filling seasons starts
Gold is off to its best start to a year since at least 1975. In the first quarter, the 60/40 portfolio acted as a hedge amidst volatility for the first time in five years.
Today's topics include stocks' worst quarter since 2022, war gaming a tariff war, Fedspeak, PBOC prepares response to Liberation Day, recession talk & tariffs, is air travel slowing?, record ETF issuance expected in 2025, is momentum still working?, and hope for European defense spending drove outperformance
Jim Bianco joins the Schwab Network to discuss Tariffs, the Fed and Current Investment Themes with Nicole Petallides.
The Commitments of Traders report gauges position changes among different types of market participants.