Demographics Entrench Deflation in China
For a decade now, economists have been theorizing about how China’s aging and shrinking population might affect its economic growth potential. Yet there’s nothing conjectural about the ways demographics are…
Will the Bonds Make or Break the Stock Market’s 2025?
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1 Stock to Buy, 1 Stock to Sell This Week: Nvidia, Kohl’s
PCE inflation data, Fed FOMC minutes, Nvidia earnings will be in focus in the holiday-shortened week ahead. Nvidia is a buy with earnings, guidance beat on deck. Kohl’s’ shrinking revenue,…
Bitcoin: Favorable Technicals, Macro Tailwinds Could Fuel Next Leg Above ATH
Bitcoin’s rally is powered by ETFs, institutional buying, and macro tailwinds. On-chain data shows light profit-taking, but long-term holders remain steady. Futures and options activity signal bullish bets but raise…
2 Value-Driven Stocks to Buy as Bond Yields Spike
The 10-year Treasury yield is spiking amid renewed turmoil in the bond market. Quality companies in sectors that benefit in the current environment warrant increased attention. Chevron and LyondellBasell stand…
Is the US Dollar Losing Its Safe Haven Edge Too Fast?
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Stocks Overvalued, Bonds Undervalued: Valuation Indicators Point to Market Imbalan
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 Prices Rise Amid Cautious Fed and Middle East Turmoil
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…
Eurozone PMI Falls in May Amid Service Sector Weakness
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…
Bond Yields Are Surging: Narratives Vs. Fundamentals
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…