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Economy
Eurozone Unemployment Remains at All-Time Low Despite Economic Uncertainty
The remained stable at 6.2% in May, with the number of unemployed people trending down by 62,000 people. Even though economic growth…
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Long Duration Bonds Could Be Poised for a Bullish Rebound
Yesterday, we touched on the continued market bullishness, which seems unstoppable. However, one market area that has seen continued…
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Q3 2025 Conference Lineup: What Company Commentary Could Mean for Markets
Tariffs and taxes dominated the macro narrative to kick off the second half. President Trump’s July 9 initial reciprocal tariff deadline…
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10 Forecasted Surprises for 2025: What Has Materialized by Mid-Year
At the end of 2024, we identified 10 potential events and surprises likely to impact financial markets and the global economy this year.…
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Can Portable Data Centers Keep America’s AI Lead Alive?
Construction of AI data centers can take anywhere from six months to multiple years to complete. Accordingly, they can’t build data…
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Trump’s AI Executive Order Sets the Stage for Trillion-Dollar Investment
If there’s one thing I’ve learned after decades in the investment world, it’s that government policy is a precursor to change. What’s…
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US Dollar: Death Cross Looms but History Suggests a Reversal May Follow
The appears poised to undergo a death cross on the weekly chart, a development not observed since January 2021. A death cross is a…
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Fed to Hold the Line, but Cuts Are Coming
The jobs market continues to hold up despite concerns about a cooling economy, while officials remain nervous about the effect of…
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Next Week’s Q2 GDP Data Expected to Report Moderate Growth
The US economy remains on track to post a moderate recovery in next week’s second-quarter report, according to nowcasts compiled by…
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Week Ahead: Trade Talks, Fed and BoJ Decisions, Tariff Deadline, US Jobs Data
MON: US Dallas Fed (Jul), German GfK (Aug)
TUE: US Consumer Confidence (Jul), JOLTS (Jun)
WED: FOMC & BoC Policy Announcements; ECB…
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