“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...
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...
When Inflation Comes Knocking Again… After months of relatively calm waters in the investment seas, investors had comfortably settled into the idea that interest-rate fluctuations were yesterday’s concern. But like an uninvited guest showing up late to a party, inflation fears have returned—prompting fresh unease across markets. With consumer inflation...
Nine months of patience may finally pay off for investors After nine months of relative quiet, the Federal Reserve might finally be ready to pull the trigger on a rate cut this September. Investors have already started pricing in an 85% chance of a 25 basis point reduction, and history...
When the Numbers Don’t Add Up This week’s investing puzzle just got more complicated, and it’s not just inflation, jobs, or rates. It’s whether the data we’re using to make decisions is even reliable in the first place. That’s right. U.S. economic data, long considered the gold standard, is now under...
Welcome to today's edition of The Market Pulse, your gateway to the latest trends and insights in the investment markets. This week has been a whirlwind in U.S. politics, with President Joe Biden bowing out of the 2024 presidential race and endorsing Vice President Kamala Harris as the Democratic...
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...
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...
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...
This week, the financial world is buzzing with one question: Will the Federal Reserve go for a modest 25 basis point rate cut, or will they pull the trigger on a bold 50 basis point cut? The uncertainty has sent analysts, investors, and traders alike into a tailspin. But...