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A Seinfeld Kinda Day: Nothing Really Happened
Not much happened today in either the stock market or the bond market. Dull days are good for a change.…
Gold
20 posts
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POTUS Blinks
President Donald Trump blinked. So stock prices rose. Late Tuesday, he said that he has "no intention" of…
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Damage Assessment
Stock prices fell sharply today in response to President Donald Trump's recent unseemly barrage of hostile tweets directed…
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Gold Is Glittering
We've been bullish on gold since it broke out above $2,000 per ounce at the end of…
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Trump Making Powell The Fall Guy Again
As we've said before, any day without Trump Tariff Turmoil (TTT) is a good day for financial markets.…
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Stocks Greet Liberation Day With Bronx Cheers
President Donald Trump and his guests at the Rose Garden today celebrated Liberation Day. Stock investors won't be…
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'Liberation Day' Coming One Day After April Fools' Day
The stock market rally of the past two days faded today. The S&P 500 fell -1.1%, just…
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Getting Dizzy? Buy Gold.
Stock prices are falling because Trump Turmoil 2.0 is making investors dizzy. Just today, President Donald Trump confirmed that…
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Dollar Still Dominant Despite Recent Weakness
The DXY Dollar Index has fallen 3.0% since it peaked on January 13. Weaker-than-expected consumer spending and sentiment as…
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Buying What Glitters
A late-day rally sent the S&P 500 up 0.24% to a new record high of 6,130.…
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Bond Yields Do A Backflip On CPI & PPI, Stocks Rally On Tariff News
The 10-year Treasury bond yield jumped by 10bps on Wednesday's hotter-than-expected January CPI report (chart). In his congressional…
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Bessent Follows Yellen’s Lead & Gold Price Rises To New High
The bond market relaxed today after Treasury Secretary Scott Bessent's debut Quarterly Refunding Announcement (QRA) proved to be…
