Author Archives: gtiqy

German Chancellor-in-waiting (set to become chancellor in May) Friedrich Merz has warned that Trump’s tariff policies could accelerate the onset of a global financial crisis. In an interview with Handelsblatt, Merz urged a new U.S.-EU free trade agreement, proposing “zero percent tariffs on everything” as a mutually beneficial solution. The EU has already floated a […]

The info comes via a Reuters report over the weekend, though I thought I had seen similar late last week. ICYMi, Shipments of seven rare earth elements from China have come to a standstill following Beijing’s move to tighten export controls, sources told Reuters. The halt began on April 4 after the government placed the […]

High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and loss exposure. Before you decide to trade foreign exchange, carefully consider your investment objectives, experience level, and risk tolerance. You could lose some or all your initial investment; do not […]

The White House’s Stephen Miller — who is prickly at the best of times — is out with a tweet noting that 20% fentanyl tariffs still apply to China. He wrote this in response to a Washington Post article: Washington Post: maybe your reporters should try reading before posting. These products are subject to the […]

NZDUSD technicals The NZDUSD reversed sharply higher after bottoming at 0.5483 on Wednesday, following a steep decline from last week’s high at 0.5852. The rebound nearly erased the entire drop, with price reaching 0.5839 — just 13 pips shy of the recent peak. That’s a powerful roundtrip and a clear signal of heightened volatility. The […]

It’s not looking good in the bond market right now. There is an interesting contrast unfolding with UMich inflation expectations surging but market-based inflation expectations falling. The UMich ones are volatile but I fear that the market is thinking more about tumbling growth beyond the tariff shock and an administration that’s lost its focus on […]

Stock heatmap by FinViz.com Fri, 11 Apr 2025 14:46:13 GMT Sector Overview: Divergence Spotlight in Technology and Finance The stock market today paints a vibrant picture of divergence, with the technology and financial sectors grabbing attention. The semiconductor arena posts notable gains led by AMD rising 3.73% and NVDA up by 0.81%, indicating renewed investor […]

Weekend info on what appears to be a reversal on tariffs from Trump, an easing on tech goods. The U.S. Customs and Border Protection issued a notice late Friday stating that certain goods would be excluded from both Trump’s 10% global tariff on most countries and the significantly higher import tax on Chinese products. Smartphones […]

High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and loss exposure. Before you decide to trade foreign exchange, carefully consider your investment objectives, experience level, and risk tolerance. You could lose some or all your initial investment; do not […]

The economy started the year on a solid footing Sees unemployment rising to 4.5% to 5% this year Expects growth to slow to 1% this year Very important to keep inflation expectations anchored Modestly restrictive mon pol is totally appropriate Tariffs are a huge driver of uncertainty It’s nice to see him putting some numbers […]