Markets in a Fog: Tariff Uncertainty and the Road Ahead
In a market that loves clarity, today’s investing landscape feels more like navigating through a dense, uncharted fog. Tariff uncertainty is the name of the game, and even a four-day stock rally isn't quite enough to clear the haze. While...
As we kick off the final week of the month and second quarter, the S&P 500 is flirting with record highs despite a slight wobble in tech stocks like Nvidia. For equity bulls, the stars seem aligned with seasonal factors providing a supportive backdrop.
In today’s issue, we dive into...
Welcome to this week's edition of The Market Pulse, your trusted source for dissecting the latest market trends and economic shifts. This week, we delve into the implications of a potential Trump 2.0 presidency and its expected impact on the investment landscape.
The political horizon is once again abuzz with...
When Markets Sneeze and Tariffs Bring the Cold
The markets are speaking loudly — the question is, who’s listening?
In a week that saw U.S. equities slide into correction and bear market territory, it wasn’t inflation, earnings, or even interest rates that lit the fire. It was Trump’s tariff barrage, and...
The Pulse of Caution
The general feeling in the markets has certainly shifted. The broad optimism that defined the rally since April seems to be evaporating, replaced by a more hesitant and selective investor stance. That "buy everything" attitude is now facing significant headwinds, and last week's sharp downturn in...
Americans are experiencing a welcome relief at the gas pump this Thanksgiving, with gasoline prices showing a notable decline compared to earlier in the year.
This much-needed breather can be attributed to several factors, including a decrease in global crude oil prices, ample oil supplies, and reduced demand as the...
In just five short years, Huawei orchestrated one of the most rapid global expansions the world has ever seen. And without various US sanctions and pressure on other countries to shut it out, Huawei’s success would have been nearly limitless.
Still, even in this intense atmosphere of a cold war...
Wall Street’s Biggest Bull Just Sounded the Alarm
The stock market has taken a sharp turn, prompting some of Wall Street’s biggest names to rethink their bullish bets. Ed Yardeni, a long-time optimist, now perceives a greater likelihood of a U.S. recession and even a potential flash crash. If you’ve...
The Fed, The Data, and The Friday Shake-up
Welcome to the middle of December. Usually, this is the time when trading desks grow quiet, volumes thin out, and everyone mentally checks out for the holidays. However, 2025 has decided to keep us on our toes until the very last second....
