Economy

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The Conference Board’s surged from 85.7 to 98.0. Such was the largest one-month increase since 2009! Clearly, progress on trade deals…
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I was planning to write today about why a 4.5%-5.0% nominal Treasury rate is not only not the end of the world, but actually sort of…
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Even Trump Can’t Kill The RallyLast week, we discussed how the rally had repaired much of the previous damage following the correction.…
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After a bout of relative market tranquility, investors were rudely awakened Friday with a barrage of new tariff actions targeting the EU…
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Turning Crisis Into Opportunity (SO:) Diversifying Energy Sources and Investing in Infrastructure To reduce its dependence on costly…
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Investors love to attach an ex-post narrative to any price action, and this time the blame was on Trump’s erratic policies, the reduced…
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Of course, you may be asking yourself what I mean by that. Historically, bear markets have tended to be pretty evident, as highlighted…
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