Inflation data has improved in the last few months, but a strong labor market and uncertainty surrounding the trade war have kept traders from pricing in any rate cuts until September.
We are reaching the end of earnings season. Overall, it was a strong quarter of growth with over 77% beating expectations.
Today's topics include stocks recapture Liberation Day levels, professional investors were slow to jump back into the equity rally, negative rates are back, more details on China-U.S. negotiations, freight between the U.S. & China, prospects of an EU deal, and tariffs in April
pic.twitter.com/yOg7drDEXG — ʎllǝuuop ʇuǝɹq (@donnelly_brent) May 9, 2025
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.
Today's topics include the U.S. & China send stocks into risk-on mode, Fed officials focus on inflation mandate, Warsh continues singing Trump's tune, devaluing the dollar, improved market breadth, the 60/40 portfolio, an eye on the debt ceiling negotiations, and reduced travel spending
The cost of energy has surged since the COVID-19 pandemic. Energy demand will only rise further as technological innovation requires more power. How will the U.S. absorb that demand?
Today's topics include the UK trade deal, non-UK trade news, Chinese exports remain strong in April, gauging the odds of a U.S. debt ceiling default, the Fed's catch 22, a stock market model flashes warning sign, and the dollar
There has been some shifting of opinions since election day, especially the case among self-described liberals and moderates.
Inflation expectations continue to inch higher according to the Fed's latest survey of consumer expectations.