In 2025, a malaise surrounds global trade as tariffs rise, reflecting Ronald Reagan's warnings in "The Truth of Tariffs." He noted that tariffs briefly protect jobs but soon stifle innovation, as industries lean on government aid instead of competing. Today, this complacency is evident, with protected sectors lagging in global markets.
Reagan also foresaw retaliation, and in 2025, trade…
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US stocks traded HIGHER on Thursday as the PCE (Personal Consumption Expenditure) index showed signs of SLOWING. Investors assessed President Trump’s TRADE policies, corporate earnings, and KEY inflation data. While PPI (Producer Price Index) figures…
Global markets are undergoing significant shifts due to political and economic dynamics. The re-election of Donald Trump has fueled market optimism, with expectations of deregulation and pro-business policies boosting equities. However, concerns about potential trade tensions and protectionist policies remain. Meanwhile, the U.S. Federal Reserve has signaled possible rate cuts in 2025, supporting investor sentiment. These factors, combined with geopolitical…
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RATE cut of 25 bps brings down the REPO rate to 7.5%, which could see some improvements in primary and secondary sectors. Global markets follow US lead in REBOUND post the DEEP SEEK seismic event.
FDA…
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Markets consolidate and INCREMENTALLY move forward. Bond yields show signs that the US Fed will cut interest rates sooner, as a result of BETTER than expected inflation numbers. This could all change by the time the…