The Palos Perspective: Tariffs, Treasuries, and Triumphs: A Breakneck Week in the Markets
The week was highlighted by Trump’s nomination of Scott Bessent to be US Treasury Secretary, his intention to impose tariffs on America’s top trading partners
The week was highlighted by Trump’s nomination of Scott Bessent to be US Treasury Secretary, his intention to impose tariffs on America’s top trading partners
The Stock market is set to experience a record-breaking year. So far, $450 billion has flowed into US equity funds on a net basis, explaining
Based on bold promises that Trump and his acolytes will be able to fix the economy and bring robust growth by unshackling the business sector
A scarcity of high ranking economic reports and the advent of Memorial Day should have made this week listless. The focus was on the housing
Growth Decelerated: On Thursday last, the Commerce Department reported that the U.S. economy had grown at the annual rate of 1.6%, significantly less than the
As a rule, the Fed and the economy are asymmetric to exogenous geopolitical shocks, unless they lead abruptly to a steep rise in energy costs,
It is now clear that the pace of disinflation has stalled, with the headline and core CPI still up 3.5% and 3.8% respectively year-on-year in
Bond traders have marked down drastically monetary policy easing by the Federal Reserve, setting the odds of a first move in June below 50%, while
The S&P 500 powered to a succession of 21 new record highs over the past 3 months, producing a 10.2% quarterly gain and hitting a
Sessions of geopolitical turmoil or domestic political strife usually do not derail the path of the economy or upset the flow of investment money, unless
Sessions of geopolitical turmoil or domestic political strife usually do not derail the path of the economy or upset the flow of investment money, unless
Sessions of geopolitical turmoil or domestic political strife usually do not derail the path of the economy or upset the flow of investment money, unless
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