Tariff Trouble in Disguise
Markets have been in a curious mood lately. Investors seem far more concerned about what the Federal Reserve might do next than about whether tariffs could quietly sabotage the economic recovery. The latest BofA Global survey shows trade policy anxiety fading into the background, thanks in...
Markets Cool as Rates Rise and Powell Speaks
After the post-election rally set U.S. stocks soaring, the market hit a speed bump last week. Federal Reserve Chair Jerome Powell reminded investors on Thursday that rate cuts aren’t a given, injecting caution into a market that had been buoyant since Donald...
When Good News Turns Sour
Welcome to this week’s edition of The Market Pulse, where we untangle intriguing trends in the markets now. What happens when positive economic surprises trigger market turbulence instead of optimism? This week, the spotlight is on the paradoxical market reaction to stronger-than-expected US jobs data....
The Fed is at a crossroads. Higher egg prices could be a warning sign for what’s next.
Egg prices are soaring again—and they’re more than just a grocery-store nuisance. They’re becoming a symbol of the Federal Reserve’s growing challenge in controlling inflation. With costs for a dozen eggs surging 62.3%...
The Market Is Up. But Should You Be Nervous?
If May taught investors anything, it’s that a market can climb even with turbulence rumbling underneath. With the S&P 500 chalking up its best month since November 2023, equities stormed into June flirting once again with record territory. But like a...
Unless you are into historical games, marble racing or simply live in Belarus, the average weekend warrior has been severely starved of live sports action ever since the Covid-19 pandemic threw the NBA, NHL, MLB, EPL, Formula One and other sporting seasons into limbo.
At a time when ESPN was...
What's Holding Back Wall Street Bulls?
It’s a strange week when Wall Street’s optimism feels…cautious. With a projected S&P 500 rise of 9% by 2025, you’d think the mood would be euphoric. Yet, the consensus seems oddly restrained, like runners pacing themselves too conservatively in a race where the finish...
A Stagflation Storm?
As we dive into August, the market's pulse is quickening with anticipation. The latest inflation data is set to be released, and all eyes are on the Consumer Price Index (CPI) report for July. Expectations are mixed, with some predicting a modest uptick while others warn of...
Welcome to this week’s edition of The Market Pulse! Just as we thought the economy might achieve the elusive “soft landing,” inflation is back in the spotlight, threatening to derail the rally. With Middle East tensions, port strikes, and rising energy costs, Thursday’s consumer-price-index (CPI) report could be the...
“Trade policy uncertainty" has become every investor’s nightmare.
If you were hoping for a calm week in the markets, the bond market has something to say. As investors place their hopes on upcoming tariff negotiations with Japan, China, and Mexico, the market is signalling that the real story might not...
