Independent thinking for complex markets and current events
Trump warns he is strongly considering pulling the US out of Nato in renewed attack on 'paper tiger' alliance https://t.co/ddTcqRIRmU — Daily Mail (@DailyMail) April 1, 2026 Donald Trump has warned he is strongly considering pulling the US out of NATO in his latest attack on the ‘paper tiger’ bloc. In an interview with the …
Stock futures were down sharply on Monday on concern about an artificial intelligence stock bubble popping because of the emergence of Chinese startup DeepSeek that possibly made a competitive AI model for a fraction of the cost. Futures tied to the Dow Jones Industrial Average dropped 430 points, or 1%, while S&P futures shed 2.3%. …
The Royal Bank of Canada raises concerns about Canadian homeowners facing potential payment shocks, especially as 60% of Canadian mortgages are set to renew within the next three years. The Royal Bank of Canada is warning that Canadian homeowners could experience a payment shock unless interest rates significantly decrease. 60% of Canadian mortgages will renew …
US consumer confidence is soaring to a two-year high as a robust job market and easing inflation foster renewed optimism. pic.twitter.com/hbr0xT2Agm — Quiver Quantitative (@QuiverQuant) July 25, 2023 https://finance.yahoo.com/news/consumer-confidence-hits-highest-level-in-two-years-155813210.html We shall see how confident many consumers are when student loan payments resume. My bet is that stores valuing low prices will be able to ride …
by confoundedinterest17 61% of Bloomberg terminal respondents (including me, by the way) see Fed hikes leading to recession. Bond traders are stepping up wagers that the Federal Reserve will steer the US economy into a recession. Policy-sensitive front-end Treasuries led a selloff Thursday, while longer-date bonds lagged, a day after Fed officials indicated that they’re prepared to …