Portfolio Watch: Stay Composed—The Trump Trade Is Still ON
Happy Friday and welcome to our weekly Portfolio Watch. Many have been puzzled by the weakness in US markets towards the end of the week, with...
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Flash Macro Watch: The Fed has abandoned its 2% target
Following another reasonably hot U.S. CPI report yesterday, it’s time to dust off the old sell-side charlatan chart comparing today’s inflation to...
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The Drill: A Look at Trump’s Policy and Their Impacts
Production hikes means the end of OPEC; we present a long list of what to expect on the geopolitical front from Trump; on trade/economy don’t...
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The Drill – Oil is NOT particularly dependent on the US election
With China playing headline hockey, Israel and Iran trading symbolic jabs, and OPEC+ swearing off production hikes like a smoker promising to quit...
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Global Commodities: 2024 US Election Watch—Cutting Through the Noise
The episode covers discussions on gold rates, Trump and Harris administrations' approaches to energy commodities, China's impact on electric...
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