Economy

The earnings environment we are in is truly extraordinary. Due to rising order backlogs and strong forecasted earnings, I expect that…
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Stock indices are at all-time highs again. And right now, a lot of traders are making the same mistake they always make at new highs.…
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rises on USD weakness, but could tomorrow’s UK local elections limit the upside? rises as Middle East tensions ease and oil prices…
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Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all,…
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The rally in the / ratio is nearing a critical decision point. From a post on the precious metals and the “new macro” in January: The 3…
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The AI story has been one of relentless momentum. ChatGPT marked the first chapter, transforming OpenAI into the central force behind the…
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Good morning. It is a pleasure to join you for the annual Women in Housing…
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When German Chancellor Merz recently said America has been “humiliated” by Iran, it irked President Trump, who announced that the U.S.…
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More jobs are lost in closing businesses than gained in new businesses. The BLS Business Employment Dynamics (BED) report shows another…
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I want to kick off this morning’s briefing by stepping back to acknowledge the performance April delivered; it is quite extraordinary.…
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