Author Archives: gtiqy

In response to the Trump administration’s recent tariff hikes, U.S. importers are increasingly utilizing bonded warehouses to mitigate financial strain. These facilities allow companies to store imported goods without immediate payment of duties, offering flexibility in managing inventory and cash flow.​ Importers can postpone tariff payments until goods are released for domestic consumption, aiding cash […]

This is via Chief Economist at Moody’s Analytics, Mark Zandi: The Trump administration’s policies are set to severely diminish the economy, not only for the next few months but for years. The administration’s trade war is undermining the global safe-haven status of the U.S., which has provided incalculable benefits, including our economy’s exceptionalism. Its part […]

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 […]

South Korean March 2025 PPI +1.3% y/y 0.0% m/m *** Unlike the Consumer Price Index (CPI), which measures the price change that consumers see for a basket of goods and services, the PPI focuses on the change in the prices of goods sold by companies. The PPI reflects some of cost pressures faced by producers […]

This morning I was saddened by the death of Pope Francis. Pope Francis was a man of love, of inclusion, of welcoming. That shepherding was based on the gospel – the word of the Lord. He was never above God/Jesus. However, he followed the example They gave us. Jesus was sent to change things. He […]

EUR/USD daily ANZ highlights that safe-haven flows are increasingly favoring the euro amid U.S. trade policy turmoil, with the options market signaling aggressive upside positioning. The EUR/USD risk reversal curve is at its most bullish in five years, pointing to mounting expectations for further euro appreciation. Key Points: Shift in Global Confidence:U.S. trade uncertainty is […]

This is a poor start to the week as the S&P 500 is down an ugly 3.3% and has seen virtually zero bounces today. If you zoom out to the daily chart, the reciprocal pause bounce is quickly evaporating and we’re about 5% from a retest of the April lows. I would hate to be […]

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 thing about losing the ‘Trump put’ is that it’s hard to win back. There was a time what the market would rally on this kind of comment but those days are gone and the market wants to see an actual deal. We’re going to make a lot of money (on tariffs) Tariffs are going […]

There is an article doing the rounds in a source that I’m not sure is reputable but it says Nvidia is having a serious issue with an upcoming chip and “has delayed the device by months so far with no fix in sight.” That’s certainly not helping as Nvidia shares are down 5.4% to $95.98. […]