Markets remain highly sensitive to anything inflation related, as highlighted by the strong reaction to Tuesday’s US PPI. A key test for the bullish undertone is CPI, where we think an in-line reading might not be enough to spur on bond bulls.

Determining America’s economic trends and world leadership position is no longer difficult; all we need to do is answer some simple but foundational questions.

Indian share markets are trading higher with the Sensex up by 174 points and Nifty trading 77 points higher.

The AUD/USD exchange rate held steady after a hotter-than-expected inflation report from the US and a hawkish statement by Jerome Powell.

The market is currently experiencing a strong impulsive wave within a broader upward trend.

Since the United States abandoned the gold standard in 1971, the Federal Reserve has wielded its authority to manipulate the money supply, ostensibly to stabilize the economy.

Oil prices have strengthened in early morning trading due to a larger-than-expected US stock draw. However, the US CPI release today will be key for price direction.

Less opaque monetary policy was elucidated by Fed Chairman Powell in an interview, in-which he was more candid that usual about 'how' data like the PPI infer higher inflation.

The next economic crisis will likely either be caused by or result in a rejection of the dollar’s world reserve currency status. Congress will be forced to make drastic cuts in spending while the Fed will be enabled to monetize the debt.

A discussion about the transformative power of bitcoin and how it compares to traditional assets like gold.

The best argument against tariffs is not that they cause inflation, rather it is that tariffs cause lower real output.

While total manufacturing employment is just above pre-trade war levels, and (gross) manufacturing production is just about even, real value added is far above.

Argentina’s debt to the IMF is equivalent to 5.3% of the country’s GDP. In total, the country owns more than $32 billion.

Wave 4 may be complete and the price increase again in Wave 5.

As financial markets oscillate between forecasts and outcomes, the Fed stands at a critical juncture with the possibility of adjusting interest rates twice this year.

As other sectors were running to new highs, KRE did not clear the 23-month moving average, but also broke below the 80-monthly MA, setting the stage for a big correction on news of bank failures.

Interesting day with the PPI showing inflation to be problematic. But the markets deemed it not worthy of getting in the way of what was planned for today.

Gold’s price action is quite boring even though a bull flag may be in play. It could play out as indicated or simply morph into a “consolidatory blob”. 

Tesla is renting parking lots to store thousands of vehicles. This helps explain the mass layoffs.

While demand for uranium continues to rise, supply faces many challenges. Expanding the uranium supply will take a long time.