“Patience To See, Not To Guess” If you take a step back from all the tariff uncertainty the Underlying Economy is experiencing Solid Growth, with a Strong Labor Market and Declining Inflation. ~Mary Daly By […]
Animal Spirits Animal spirits may be back as markets rejoice at trade détente… By Benjamin Picton, Senior Market Strategist At Rabobank Animal Spirits The NASDAQ and S&P500 pumped higher yesterday as trade war détente and […]
Boeing Scores Largest-Ever Order As Dealmaking Trump Tours Gulf States “… bolster American manufacturing and technological leadership, and put America on the path to a new Golden Age.” (ZH) – President Trump’s Gulf tour began Tuesday with […]
President Trump speaking from Saudi Arabia … […]
Carrier to Invest $1 Billion in U.S. Manufacturing, Creating 4,000 Jobs “We are building for the future by creating high-quality, skilled trade careers and empowering American workers to lead the next generation of manufacturing,” ~David […]
Trump touches down in Saudi Arabia while Israel nervous about separate deals Trump is reportedly frustrated with Israeli Prime Minister Benjamin Netanyahu to the point of cutting Israel out of negotiations with some of their […]
China Sent Secret Delegation To D.C. To Negotiate Trade Deal Vowed It Would “Never Talk To Trump” – We can now close the book on “who blinked first.” (ZH) – Following yet another decline in […]
Trump signs executive order Lowering U.S. Drug Prices up to 80% “Starting today, the U.S. will no longer subsidize healthcare of foreign countries.” ~Donald Trump By Natalia Mittelstadt President Trump announced on Monday that drug prices […]
Financial Media’s Tariff Incontinence: A Retrospective Remember just one month ago when the media was acting like tariffs were a guarantee of 100 years of famine, plague and pestilence? Quoth the Raven reports on Substack […]
Still Living In Interesting Times Its fair to say that the current climate meets the standard for “interesting” By Benjamin Picton, Senior Macro Strategist at Rabobank “May you live in interesting times” is a phrase sometimes […]
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