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Friday: Tariffs, US Jobs, Powell, and Melting Equities

April 04, 2025
Overview:  There appear to be two-forces at work that has helped the US dollar recover. First, as the market continues to debate whether the reciprocal tariffs are a negotiating ploy and in this tug-of-war of sorts, President Trump's declaration that he is open to "phenomenal offers" plays into that view. Still, the fact that Israel …
Friday: Tariffs, US Jobs, Powell, and Melting Equities Friday: Tariffs, US Jobs, Powell, and Melting Equities Reviewed by Marc Chandler on April 04, 2025 Rating: 5
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The Day After

April 03, 2025
Overview: Little would one know from looking at the US economic outperformance and the record-high household net worth, but the US President said that global trade has “looted, pillaged, raped, and plundered” the US economy. Rather than some sophisticated analysis to measure trade and non-trade barriers as the President Trump suggested, the so-cal…
The Day After The Day After Reviewed by Marc Chandler on April 03, 2025 Rating: 5
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Liberation Day from the Multilateral World Our Parents, Grandparents, and Great Grandparents Created Liberation Day from the Multilateral World Our Parents, Grandparents, and Great Grandparents Created Reviewed by Marc Chandler on April 02, 2025 Rating: 5
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Dollar Consolidates, Bonds Rally, Stocks Recover, and Gold Extends Gains Ahead of Tomorrow's US Tariff Announcement Dollar Consolidates, Bonds Rally, Stocks Recover, and Gold Extends Gains Ahead of Tomorrow's US Tariff Announcement Reviewed by Marc Chandler on April 01, 2025 Rating: 5
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Equities and Rates: Look Out Below

March 31, 2025
Overview:  The US dollar begins the new week mostly firmer. The dollar-bloc currencies and Scandis are the weakest. Sterling and the euro are little changed, while the continued drop in the US 10-year yield has helped lift the yen by nearly 0.5%. Emerging market currencies are mixed as well. A handful of Asian currencies, including the Chinese yua…
Equities and Rates: Look Out Below Equities and Rates: Look Out Below Reviewed by Marc Chandler on March 31, 2025 Rating: 5
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April 2025 Monthly

March 29, 2025
The world is different. After a four-year restoration of the traditional globalist US elite, a majority of the American electorate seems to have rejected it. President Trump is indeed a transformational president, and his reversal of many traditional elements of US domestic and foreign policy are triggering dramatic action in other parts of the wo…
April 2025 Monthly April 2025 Monthly Reviewed by Marc Chandler on March 29, 2025 Rating: 5
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Friday Surprises: Tokyo Inflation on the Upside, France and Spain on the Downside, Stronger UK Retail Sales Friday Surprises: Tokyo Inflation on the Upside, France and Spain on the Downside, Stronger UK Retail Sales Reviewed by Marc Chandler on March 28, 2025 Rating: 5
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