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POTUS Blinks
President Donald Trump blinked. So stock prices rose. Late Tuesday, he said that he has "no intention" of…
Trump 2.0
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Damage Assessment
Stock prices fell sharply today in response to President Donald Trump's recent unseemly barrage of hostile tweets directed…
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A Rubik's Cube Of Questions Along With Some Weak Soft Data
Will tariffs boost inflation and depress the US and global economies? Will inflation be transitory or persistent? Will the economy…
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Stocks Rise On Latest Trump Pivot
Any day with a Trump Pivot is a good day for the stock market. Shares of automakers closed higher today…
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Tit-For-Tat: The Opposite Of Panda Diplomacy
The trade war between the US and China is heating up, increasing the risk that China will invade Taiwan. Let…
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MARKET CALL: Follow The Bouncing POTUS
In our December 17 Morning Briefing, we wrote: "With bullishness abounding, contrarian indicators are flashing red, and we see…
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Bond Vigilantes Hit Another Homerun
"Bond investors are the economy's bond vigilantes. ... So if the fiscal and monetary authorities won’t regulate…
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MARKET CALL: Wall Street Is Main Street
Conspiracy theories are usually wrong even though they seem to explain a lot. The latest conspiracy theory floating on social…
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DEEP DIVE: Annihilation Days
💡This is a special advance release of Monday’s Morning Briefing, normally reserved for our institutional clients. Given recent developments,…
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Stock Vigilantes Declare: 'Mr. President, Tear Down This Tariff Wall!'
China imposed a 34% tariff on imports of US goods in retaliation for President Donald Trump's trade war…
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Unsettling Economic Policy Conditions Starting To Unsettle The Economy
Today's batch of economic indicators shows a few signs that Trump Turmoil 2.0 started to weigh on…
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Our New S&P 500 Earnings & Price Targets Under Trump's Reign Of Tariffs
Yesterday, we reduced the odds of our Roaring 2020s base-case scenario from 65% to 55% and raised the odds of…
