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Trump 2.0 and the Financial Markets
Donald Trump's win and the Republican sweep of the House (probably) and the Senate (certainly) is consistent with…
Geopolitics
14 posts
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Market Call: Sweep Stakes
We still think that gridlock would be the most bullish outcome of the November 5 presidential and congressional elections, making…
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Geopolitical Hot Spots
With the Fed in easing mode and US economic growth remaining resilient and even robust, we are still wondering what…
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Stock Market Flinches On Widening Middle East War
Stock prices and bond yields dipped while oil prices jumped this morning. In Washington, a senior White House official said…
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A Safe Haven In A World Of Troubles
The US is a tranquil island in a sea of troubles. Geopolitical turmoil poses a threat to the continued prosperity…
público
Geopolitical Risks Abound
The world is getting more dangerous. That doesn't seem to be having any impact on the US stock…
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Powell Says Economy Is Normalizing & September Rate Cut Is On The Table
The Federal Open Market Committee (FOMC) left the federal funds rate (FFR) unchanged between 5.25%-5.50% at today&…
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Is The Bull Market Broadening Or Rotating?
Many investors are wondering if the recent outperformance of the S&P 400 and the S&P 600…
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Market Call: $100 Oil, $3000 Gold?
Will the current decade turn out to be like the 1920s, 1970s, or 1990s? We are still assigning subjective probabilities…
público
Loose Houthis Can Sink Ships
Chevron CEO Michael Wirth warned yesterday in a CNBC interview that the Red Sea crisis could disrupt oil supplies and…
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There's Always Something To Worry About
The stock and bond markets are marking time. They might continue to do so during the first half of this…
público
Is Everybody (Too) Happy?
Everybody in the stock market (at least everybody with long positions, which includes most investors) has been happy since the…
