Fed ‘rate check’ triggered a freefall in the U.S. dollar and investors fled into gold
The U.S. dollar has been in relative free fall since late Friday after it emerged that the New York Federal Reserve had conducted a rare “rate check” with currency traders…
7 ways Europe could hurt the U.S. if Trump doesn’t back down over Greenland
President Trump told those gathered at the World Economic Forum meeting in Davos that he would not use force to take Greenland, and the world breathed a sigh of relief.…
Stocks: Facing a vast wave of incoming liquidity, the S&P 500 prepares to surf to a new record high
The S&P 500 index ticked up 0.3% yesterday, and has risen eight times in the last nine trading sessions. It is now less than half a percentage point away from…
Anthropic considers IPO despite warnings that excess liquidity is blowing a bubble in the markets
Anthropic is considering an IPO, according to the Financial Times, right after a series of warnings from senior central bank chiefs and others of a bubble in AI and excess…
Wall Street can’t decide whether the job market is showing a ‘rebound’ or declining to ‘stall speed’
S&P 500 futures were flat this morning after the index closed up 0.37% yesterday. The Asian markets were up across the board today, but Europe’s STOXX 600 marginally declined in…
When AI’s ‘inevitable slowdown’ comes it could tank the S&P 500 by up to 20%, Goldman Sachs says
Goldman Sachs warns a major slowdown in AI investment by big tech could cut the S&P 500’s valuation multiple by up to 20%, but adds the current risk is below…
Asia is winning the trade war—at least as far as stock markets are concerned
Japan’s TOPIX has been in positive territory for the past six months, up 0.37% for the period. It’s an example of a global trend in the equity markets: The Asian…














