Private Credit: Good Vibrations for Investors...

This week’s discussion reviews how hotter inflation readings pushed yields higher and challenged the market’s near-term policy assumptions. The group outlines what the latest CPI and PPI data could imply for the Fed’s preferred inflation gauge later this month, and why resilient ...  Show more

This week’s discussion focuses on a market that continues to advance despite crosscurrents in geopolitics, inflation, and monetary policy. The team reviews steady gains in equities, resilient labor data, and improving productivity, offset by persistent inflation uncertainty tied ...  Show more

Midweek turmoil hit global chip stocks following reports of tighter US export restrictions and rising geopolitical tensions, spurred by remarks from former President Donald Trump.

We also unpack comments from the former US President on his thoughts on Federal Reserve ...

Today's Post - https://bahnsen.co/4eJ46qf

Monday Market Update: Fed Policies, US Steel Deal, and Economic Trends

In this episode of Dividend Cafe, David provides an update on the current state of the market, touching on va ...

The global trade war intensifies as the Trump Tariffs come into effect. Equities continue to decline for the fourth consecutive day, threatening to push the S&P 500 into bear market territory, as investors seek safe havens. Meanwhile, Treasuries, once considered the world' ...

Markets staged a stunning rebound in the first half of 2025 - after a brutal start that saw the S&P 500 plunge into bear market territory. Anthony and Piers rewind the chaos: Trump’s tariff shock on “Liberation Day,” the inflation scare that followed, and how a market left for de ...  Show more