Independent thinking for complex markets and current events
The idea that markets are efficient is failing to explain why the S&P 500 continues to hit new highs while consumer confidence sits at record lows. Morgan Stanley reports that the economy is splitting, with a massive rally in tech and semiconductor stocks driven by artificial intelligence spending while households struggle with weakening purchasing power. …
📈 Diverging Trade Paths: U.S. Deficit Hits $1.4 Trillion as China’s Surplus Climbs to $1.1 Trillion (LTM Q1 2025) byu/EconomySoltani inInfographics In the twelve months ending March 2025, the U.S. trade deficit widened to $1.4 trillion, a 30.3% increase from the prior year. Meanwhile, China’s trade surplus rose 30.9% to $1.08 trillion. Since the onset …
Gold hits new all time high despite surging dollar; the precious metal has now completely disconnected from the greenback amid relentless central bank buying pic.twitter.com/4OfruCNNOV — zerohedge (@zerohedge) October 16, 2024 “Central banks around the world have also increased their share of gold as a portion of total reserves…” Source: https://t.co/SecOWikXrY. — Gold Telegraph ⚡ …