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Economy
Apple Could Show Big Correction As iPhone Reality Sets In
Apple Could Show Big Correction As iPhone Reality Sets In
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Moderate, Steady Growth Expected for US Q1 GDP
US economic activity is on track to maintain a moderate growth rate in 2025’s first quarter, according to the median for several nowcasts…
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How the European Union Could Counter US Tariffs
Retaliation
If the EU reaches the stage where it can implement retaliatory tariffs, what might be included on the list?
Impose tariffs…
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The Impact of Tariffs Is Not as Bearish as Predicted
There are many media-driven narratives about the impact of tariffs on the economy and the markets. Most of them are incredibly bearish,…
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European Exceptionalism? | Nasdaq
After 2 years of US Exceptionalism, Europe stocks +10% YTD vs. +4% for the USFor the last couple years, the story for…
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US CPI Breakdown: Inflation Surge Dampens Fed Rate Cut Odds
US came in well ahead of expectations, prompting the market to dramatically reprice the prospect of rate cuts. Potential tariffs add…
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Off-Exchange Trading Increases Across All Types of Stocks
We recently talked about how off-exchange trading hit new record levels in 2024, topping 50%.In fact, in November 2024, the…
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PPI Reinforces View That CPI Surprise Will Not Spill Into Fed’s Preferred Gauge
Stocks finished the day higher as bond yields fell following the report. The key data points in the data suggested that will likely not…
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Stock Markets Today: PPI Report to Provide More Clues on Inflation, Fed
Yesterday’s came in much hotter than expected, and the impacts were felt throughout the bond market and the complex.
came in at 0.4% -…
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January CPI: Navigating Volatile Data and Tariff Impacts
We finished 2024 with a slightly soft reading, but we began 2025 with a hot reading. Now, my admonition last month about the volatility…
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