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,
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