Murky Monday For Stocks… And Tariff Impact On...

Stocks retreating from record highs as rates resume their march higher. How a stronger than expected bond auction helped ease yields off their highs of the day, and what the latest Fed minutes told us about the central bank’s plan. Plus, cybersecurity in focus as AI safety concer ...  Show more

The S&P 500 hitting its first record high in nearly 2 months, but the equal weighted index isn’t following suit. What the divergence could mean for the broader markets, and how our traders are positioning with stocks at records. Plus, Google’s nuclear deal boosts Constellation En ...  Show more

Send us Fan MailEquities start week on the backfoot amid uncertainties; can Powell changethe mood? China steps up effort to boost economy but Asian stocksunimpressed. Pound shines ahead of BoE decision, SNB coming up too,dollar crawls off lows.Risk Warning: Our services involve a ...  Show more

Major indexes on Wall Street are highly volatile this morning after conflicting messages from the Trump administration over global tariffs. At first, there appeared to be word of a potential tariff pause under consideration at the White House; that sent stocks briefly skyrocketin ...  Show more

US inflation concerns intensified, with the core PCE rising 2.8% year-on-year, fuelling fears of stagflation. Tariffs remain a significant concern, with the US poised to unveil new measures on Wednesday. The EU is bracing itself for a potential 20% tariff, and Goldman Sachs ha ...

Stocks are higher for the 2nd day in a row, with the Dow rallying nearly 800 points. But can the rally last if geopolitics get worse? We’ll explore. Plus, oil is dropping today, but Jeff Currie says uncertainty around Russia sanctions could still send crude to $125 per barrel. He ...  Show more