Business

We nor markets expect a rate cut by the , but we do take a more bullish view on the short end of the Bund curve. Downside risks from…
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It’s not a debate anymore: US companies and consumers are paying for US tariffs! Recently, Piper Sandler shared an excellent piece of…
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The U.S. Bureau of Labor Statistics (BLS) has issued a significant downward revision to estimates, revealing that job creation was far…
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America’s nest eggs are taking a risky turn. For the first time, ordinary Americans’ 401(k) plans—the backbone of retirement security for…
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This week will be all about inflation via the Producer Price Index () and Consumer Price Index (). I am hoping that the deflation we are…
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The markets are once again being forced to reckon with France’s political fragility. The euro has slipped from recent highs, French…
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Another soft jobs report is intensifying calls for meaningful Federal Reserve cuts. Consumers are already worried about squeezed…
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Buy-and-hold strategies with life-long holding periods have the potential to create a veritable fortune. This article explores how Ronald…
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Seasonality—the study of recurring patterns in market behavior based on the time of year—is one of the most powerful and overlooked edges…
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Alfonoso Peccatiello recently wrote an interesting piece on portfolio risk management, starting with a quote from Steve Cohen: ‘’I…
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