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...
Are Markets Tuning Out President Trump? After weeks of getting whipped around by the latest tariff related news markets seem to either ignoring the latest reports or just taking a breather from headline overload. Take the latest headline...
Newsquawk Week Ahead: Highlights 17-21st February 2025 Highlights include RBA, RBNZ, FOMC Minutes, PMIs, Canada, UK and Japan inflation MON: N/A TUE: RBA Announcement & SoMP, UK Jobs (Dec), Swedish CPIF (Jan), German ZEW (Feb), Canadian CPI...
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...
Newsquawk Highlights Week Ahead 6-10th January 2025 Highlights include US NFP, FOMC Minutes, ISM Services PMI, Inflation data from China, EZ and Australia MON: EZ, UK & US Final Composite & Services PMIs (Dec), German Prelim. CPI...
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...