Canada Adds 70 Percent More Port Capacity To China To Escape Trump’s Tariffs
Credit Trump for pushing Canada closer to China.
Back-To-Back Bulls
The latest gauge from the weekly AAII survey showed 41.4% of respondents reporting as bullish, down from a 30-week high of 45.0% headed into the July 4th weekend.
Gold Remains Firm As U.S. Jobless Claims Beat Forecasts, High Yields Weigh
Gold stays firm as U.S. jobless claims beat forecasts, reducing odds of a July rate cut.
U.S. Dollar Holds Ground Amid Trump’s Tariff Threats, Strong Jobs Data
The U.S. Dollar holds steady above 97.50 after modest losses during Asian trading hours.
30Y Auction Stops Through Thanks To Near-Record Direct Bid
The bid to cover was 2.383, down from 2.430 in June but in the recent range; indeed it priced just below the six-auction average of 2.399.
A Closer Look At Germany's Death Spiral
Germany’s days as an industrial powerhouse are over, and the eurozone is, as a result, toast.
No More AI Participation Trophies
As Nvidia makes new highs other MAG-7 stocks falter.
Grains Report - Thursday, July 10
Rice was higher again on speculative short covering and perhaps some new buying from commercials.
Silver Upleg Imminent
Silver looks poised to begin another sharp upleg shortly, and the long-term outlook for it could not be better.
Powell Departure = Interest Rate Cuts? Housing MKT Boom to Follow - The Corn & Ethanol Report
The Central U.S. Forecast remains non-threatening into the final week of July, with abundant Midwest rainfall and maximum temperatures in the low to mid-870’s featured.
Russell 2000 Earnings Dashboard 25Q2 - Thursday, July 10
The 25Q2 Y/Y blended earnings growth estimate is 61.8%. If the energy sector is excluded, the growth rate for the index is 81.0%.
Macro Briefing - Thursday, July 10
Most Fed officials anticipate rate cuts in the near future, but views are mixed about the timing and how much to cut.
Peak Oil Demand We Hardly Knew You - The Energy Report
Propane/propylene inventories increased by 2.7 million barrels and are 12% above average.
Dow Up Triple Digits Despite Global Trade Tensions
Investors are brushing off global trade tensions this afternoon, after President Trump imposed a 50% tariff on copper and Brazilian imports, effective Aug. 1.
PayPal Stock Price Analysis: Beware Of A Major Risk
PayPal stock price has bounced back after bottoming at $55.8 in April this year. It has jumped by over 38% from its lowest level. This article explains why stablecoins are a major threat to PayPal’s business model.
Kellogg Shares Soar 30% On Ferrero Deal: What It Means For Investors
WK Kellogg Co. soared about 30% on Thursday morning after Italian confectionery giant Ferrero said it will buy the cereal maker for $3.1 billion.
Tesla Paid For Elon’s Politics: Will America Party Turn The Page?
The Elon Musk saga will either intensify or stabilize. Tesla shareholders are anxious to see his next moves.
Us Dollar Strengthens Amid Trump’s Trade Escalation, Strong Jobs Data
The US Dollar holds its footing on Thursday after a weak start to the day, as investors digest fresh tariff threats from US President Donald Trump.
Investing In The Natural Resources Behind The AI And Data Center Boom
Powering these technologies will require energy and natural resources on a scale we haven’t seen since the dawn of the internet. We believe this presents a once-in-a-generation investment opportunity.
Morning Flash Report For Thursday, July 10
In this video, Ira Epstein discusses the current state of the stock market, noting a slight pullback from recent gains and questioning the sustainability of continued upward momentum.