Independent thinking for complex markets and current events
The dollar index bounces as fears of a yen bailout ease and euro cools down. via Bloomberg pic.twitter.com/07NO9OTEFf — Daniel Lacalle (@dlacalle_IA) January 27, 2026 Europeans are piling into US stocks: European investors now own a record $10.4 trillion in US stocks. Ownership has surged +$4.9 trillion, or +91%, over the last 3 years. Denmark, …
When investors flee currency for a tangible asset, it signals fear of fiscal collapse and unchecked debt. It's really unusual for 30-year Treasury yield to rise in a Fed easing cycle. It's even more unusual for 30-year yield to rise with all the world's major central banks in an easing cycle. This tells you monetary …
BREAKING: TREASURY SECRETARY SCOTT BESSENT SAYS THE US SHOULD GET READY TO BRING DOWN TRADE TENSIONS WITH CHINA. – Speaking at a closed-door investor summit hosted by JPMorgan in Washington, D.C. – Bessent said the current tariff standoff with China is unsustainable and… pic.twitter.com/uYYe2B40dp — amit (@amitisinvesting) April 22, 2025
YOUR BRAIN CAN LITERALLY GHOST DISTRACTIONS — SCIENCE CONFIRMS IT Turns out, your brain can learn to ignore that screaming neon ad or the one red diamond ruining your focus. In a new EEG study, Leipzig University scientists proved that if your brain sees the same annoying thing… https://t.co/FD8W6QCVPh pic.twitter.com/w2RtNJp6IN — Mario Nawfal (@MarioNawfal) April …
“What’s being proposed: The U.S. Treasury is floating the idea of buying back older debt securities. This is essentially a form of yield curve intervention a tool to inject liquidity, support market function, or steer duration risk away from the private sector. This is not QE in the traditional sense, as the Fed isn’t involved …
The European Union (EU) and China are currently in discussions to address tariffs on Chinese-made electric vehicles (EVs). The talks aim to replace the EU’s existing tariffs, which can reach up to 45.3%, with a system of minimum price commitments for imported EVs BREAKING: 1) China and the European Union have begun negotiations to eliminate …
Oil prices tumbled Monday with markets relieved that Israel’s strikes on Iran had avoided the country’s energy infrastructure while the yen fell to a three-month low after Japan’s ruling party suffered an election drubbing. Israel carried out air strikes on military sites in Iran on Saturday in response to Tehran’s October 1 missile barrage, itself …
Important. https://t.co/TtTa9hz66t — Porter Stansberry (@porterstansb) September 16, 2024 1. For those who forgot the lag; the Fed interest rate hike hasn't fully ripple its way through the economy…yet. Now, the Fed will start cutting the interest rate this Wednesday. — Unicus (@UnicusResearch) September 16, 2024 3. Usually, by the time the Fed starts cutting …
Canada and EU has already cut rates this year The global economy awaits the most coordinated easing since the Great Financial Crisis. 10 out of 11 major central banks are expected to cut rates in the second half of 2024, the most banks in 16 years.👇https://t.co/4SILXocj5M — Global Markets Investor (@GlobalMktObserv) June 8, 2024 Today's …