This week’s The Market Pulse dives right into a brewing market storm. Remember those rosy "soft landing" scenarios? Citigroup just threw a bucket of cold water on that optimism, predicting a hard economic landing instead. They even foresee a dramatic Fed reversal with multiple rate cuts this year –...
“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...
Markets Brace for Trump 2.0: Policy Moves and Uncertainty Ahead Welcome to this week’s edition of The Market Pulse, with Donald Trump officially stepping into his second term as President of the United States, the global markets are watching closely. From proposed tariffs on Mexico and China to deregulation plans...
Markets, yields, and the election—Barclays has a bold prediction. With the U.S. elections just days away, analysts at Barclays are projecting a scenario of relative market calm in the aftermath, expecting a mild rally that could drive both bond yields and stock prices higher. Despite concerns of potential unrest, the...
The Fed, Stocks, and the Rocky Road Ahead As the dust settles on the Federal Reserve’s first interest rate cut since 2020, the stock market has found itself on a roller...wait, no rollercoasters here. Instead, we’ll say it’s on a narrow path with a few hairpin turns ahead. The Dow...
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...
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...
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%...
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...
The “Missing” Data That Scares the Fed If you have been looking for clarity in the financial headlines lately, you might have noticed it is in short supply. We are currently watching a fascinating staring contest between economic data that looks decent on the surface and the underlying numbers that...