Tag Archives: Financial News

May 30, 2025
Financial News

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Today's topics include U.S.-China shipments are still flowing, how are tariff-impacted stocks trading?, Fedspeak, 'Sell in May & go away' backfires in 2025, more on tariff court ruling, the state of the labor market, the state of the housing market, American military might versus China's booming capacity, the future of Fannie & Freddie, what is Section 899 in the 'big beautiful bill?', and quantifying EU-US business relationships... Read More

May 29, 2025
May 28, 2025
May 27, 2025
May 23, 2025
Financial News

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Today's topics include the latest tariff headlines, an eye on the debt ceiling proceedings, Waller gets specific on tariffs & rate cuts, Collins less sure about rate cuts, don't expect a return to QE as yields rise, sentiment swings from one extreme to the other, the stock market shrugs off tariff concerns, the yen carry trade is becoming less enticing, potential fallout from the U.S. downgrade, and critiquing the trade policy uncertainty index... Read More

May 22, 2025
May 21, 2025
May 20, 2025
Financial News

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Today's topics include signs of tariff-driven inflation?, Fedspeak & rate cut outlook, where do valuations stand?, how to think about the 'big beautiful bill', more on the U.S. fiscal situation, 'Good volatility' generates returns for traders, past & future perspective on cargo shipments, retail investors won't give up, weak auction in Japan, and the size of the shadow loan market should be watched closely... Read More

May 19, 2025
May 16, 2025
May 15, 2025
May 14, 2025
Financial News

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Today's topics include today's trade headlines, gold sentiment at an extreme, an eye on global shipping, surplus savings struggle to find productive investments, stock returns after rising above 200-day moving average, stock returns after quick bounce back, the odds of recession, what is Trump's preferred crude oil price?, and watch for stocks exposed to government spending during debt ceiling debates.... Read More

May 13, 2025
May 12, 2025
May 9, 2025
May 8, 2025
May 7, 2025
Financial News

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Today's topics include plotting the future of the U.S. economy, looking past today's FOMC decision, no word on X-date from Bessent yet, eyes on shipping data, a strong 10-year auction, China trade talks, March trade deficit widened to record, the end of the old economic order, an update on the resiliency of retail investors, trade uncertainty makes buybacks cool again, and who should own the future of AI?... Read More

May 6, 2025
May 5, 2025
May 2, 2025