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Daily Update
Despite a growing chorus of pundits claiming the “death of the dollar” is imminent, Treasury Secretary Scott Bessent said the dollar will remain the world’s reserve currency. T...
The Powell Relief Rally – RIA
Monday’s Commentary started: On Truth Social, President Trump stated, “Powell’s Termination Can’t Come Fast Enough!” The stock and bond markets fell as investors feared Pre...
The Gold Stock Relationship – RIA
Since the start of the year, the S&P 500 is down over 10% and nearly 20% from its January peak. At the same time, gold is up almost 30%. The stark return differential is excellen...
The Kink In The Yield Curve
Economic and inflation forecasts have a highly significant impact on treasury bond yields. Therefore, one would suspect that their yields would follow a linear trend as the maturity...
Powells Termination Can’t Come Fast Enough
On Truth Social, President Trump stated, “Powell’s Termination Can’t Come Fast Enough!” His comment, posted early Thursday morning, followed a speech by Jerome Powel...
Frontrunning Tariffs Boosts Economic Activity
Recent consumer sentiment readings have been horrendous. For instance, the University of Michigan’s latest consumer expectations and the Conference Board’s consumer confidence in...
Rare Earth Metals: Does China Have The Trump Card?
The chart below, courtesy of JP Morgan Asset Management, highlights how much the US relies on certain rare earth metal imports from China and other nations. It also lists some of the...
Volatility Boosts Bank Bottom Lines
Despite, or actually because of, the recent market turmoil, many large banks and brokers reported better-than-expected earnings. Market volatility provided a nice boost to trading re...
The Dollar And Inflation: Don’t Believe The Hype
Recently, we have seen claims that the “collapsing” dollar will cause inflation. While a weaker dollar can create inflation, many factors impact prices. Accordingly, we...
The Pause Heard Around The World
The S&P 500 surged 8.5% off its lows on Wednesday as the administration announced a 90-day tariff pause for all countries except China. Sound familiar? In Tuesday’s
