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Stocks are expensive, bonds are cheap… Following the tariff tantrum, turnaround stocks are up and bonds are down — and we’re right back to stocks being expensive (+bonds cheap) again.…

Gold Rises on Demand for Safe-Haven Assets The gold () price rose by 0.77% on Wednesday amid growing concerns over the US fiscal outlook. Investor risk appetite diminished after a…

The declined from 50.4 to 49.5 in May, indicating that the eurozone is falling back into stagnation. It’s worrisome that the main culprit is the service sector, which has long…

Fiscal worries, the ’s imminent demise, and soaring tariff-related inflation expectations are among the concerns driving bond yields higher. At the same time, inflation, the historical determinant of US Treasury…

Dollar extends slide as Trump’s bill seen ballooning US debt Treasuries fall as well, 30-year yield climbs to highest since Nov. 2023 Wall Steet closes lower, gold and other safe…

Flash business activity estimates moved into contractionary territory due to a sharp dip in the services sector. The Euro-region rose to 49.4, the highest reading since August 2022, but still…

USD/JPY Falls to a 2-Week Low on US Debt Concerns has fallen to a 2-week low amid safe haven gains for the yen and broad weakness in the . The…

European Session Recap European markets began the day on the back foot as market participants digested a proposed tax-cut bill that threatened to enlarge the US deficit. Opposition to President…

U.S. stocks are falling but have recovered from the lows as investors weigh up the impact of Trump’s Big Beautiful Bill ahead of business activity data later in the session.…