What is President Trump’s Tariff Game Plan? For the second weekend in a row, watching a Sunday television news program I saw a top White House official say April 2 is the day to watch. Last Sunday, Commerce...
Trader Alert: Watch Out For T-Day (aka Tariff Day) T-Day on March 4. 2025 is not a holiday. It is the day when the U.S. is scheduled to levy significant tariffs on goods imported from Canada, Mexico and...
Is the U.S. headed for a recession by the Savvy Trader? Maybe I’ve missed it but nowhere is anyone talking recession. The U.S. has to inevitably to go into a recession and fairly soon. It is impossible not...
Is Stagflation a Risk for the U.S. Economy and How Would Markets React? Stagflation is a dirty word in a central bank’s handbook. Given recent U.S. economic growth concerns while inflation remains sticky, it is a good time...
Newsquawk Week Ahead Highlights – 3rd-7th February Newsquawk Highlights include US, Canada and NZ Jobs, US ISMs, BoE, EZ CPI, BoJ SOO, JMMC MON: Chinese New Year (Market Holiday – Mainland Closed, Hong Kong Open), BoJ Summary of...
Is a Clash of the Titans, Trump vs. Powell, Inevitable? The question for me is not if but when President Trump and Fed Chair Powell will clash over monetary policy. Judging by history, Trump favors lower...
A Case for a Hawkish Fed Rate Cut Decision While attention is on the December 18 FOMC decision, where a 25bps rate cut is widely expected, the focus should quickly shift to looking ahead. This is...
U.S. November Jobs Report: Beware of a Surprise? In general, how markets end a week is generally more important than how they began or the trading in between. This is especially true this week where the...
Why the Choice of the US Treasury Secretary is Important for Trading. I hate writing about politics and only do so to the extent it impacts trading. This is one of hose times when politics (i.e....
Is There a Chance the Fed Will Not Cut Interest Rates? Attention will now shift to Thursday’s FOMC decision where a 25bps rate cut is widely expected. So, the surprise would be no change by the...
Newquawk Week Ahead Highlights Nov 4-8 Newsquawk Highlights include US election, Fed, BoE, RBA, Norges, Riksbank, US ISM Services PMI and Canada jobs MON: Japanese Holiday: Culture Day. Eurogroup Meeting, EZ Manufacturing PMI Final (Oct), Sentix...