USD/JPY Price Analysis: Yen Soars After BoJ, Economic Turmoil

TalkMarkets - Fri, 08/02/2024 - 10:52
The yen rally extended into August as investors raised bets on Fed rate cuts. Business activity in the US manufacturing sector fell to an eight-month low. Markets were pricing in a 27.5% chance of a 50bps Fed cut in September.

Chart Of The Day: Mama Said There'll Be Days Like This

TalkMarkets - Fri, 08/02/2024 - 10:49
Today I want you to look at the entire market through Vanguard's Total Market ETF's:  The Total Stock Markets ETF 3,675 stocks, Real Estate ETF 155 REITS, and the Total Bond Market ETF 11,220 bonds.

Is the Age of Plenty Over?

TalkMarkets - Fri, 08/02/2024 - 10:37
We have been talking about resiliency-driven inflation for the past several weeks. As the US and its Western allies realign supply chains to strengthen economic resiliency, the cost of certain goods and commodities will go up.

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