Today's topics include Timiraos previews the FOMC meeting, inflation, yesterday's ISM release, crude oil producers eye breakeven price, Buffett's victory tour, more on shipping logistics, CBO expects an August/September X-date, and is this a bear market rally or a new bull market?
The Commitments of Traders report allows investors to gauge position changes for different groups of traders/investors.
Today's topics include Timiraos reaffirms Fed's wait-and-see approach, stocks go streaking, bearish sentiment, today's tariff headlines, Trump vs. Powell, more on Q1 GDP, the odds of a recession, and China already finding ways to disguise exports to U.S.
Nonfarm payrolls grew by 177k jobs in April, above the most optimistic estimate. At the moment, this news is an optimistic sign given the tariff shock to global trade.
Today's topics include the latest in shipping, why has Gen Z not reentered the labor market?, when will the Fed cut?, Vanguard's S&P 500 ETF sees massive inflows, food prices, China signals willingness to 'talk', details on Japanese trade talks, and foreign investors in Treasuries
Gold and TIPS returns have trended higher this year on inflation concerns. The dollar has depreciated and U.S. stocks have lagged as investors remain concerned about the consequences of the trade war.
Today's topics include previewing tomorrow's payroll report, discussing yesterday's GDP miss, why is OPEC+ pushing for higher production?, a mineral deal has come to fruition, consumer spending marches on, dollar concerns, U.S. vs. China: who can outlast whom?, and Trump acknowledges the risk of tariffs
A look at the size of various markets compared to the U.S. economy