For years, the US has been the undisputed leader of global markets, fuelled by aggressive fiscal spending, tech dominance, and a strong consumer,
The U.S. growth outlook continues to deteriorate," putting increased attention on the release of the consumer price index (CPI) later in the day, "which could be a significant source of volatility",
A higher-than-expected reading could fuel the stagflation narrative while a weaker-than-expected print could cement recession fears,
Trade uncertainty persists and therefore so does market volatility,
Silver has badly lagged, but will eventually break out and move in the direction of $50 [per ounce],
Within corporate credit, investors can focus on sectors less exposed to tariffs such as financials, construction and defence, and avoid those in the line of fire such as autos and potentially technology,
As we continue to catch our breath, this week is relatively quiet for [economic] data even if I suspect it won't be for news flow,
Chinese equities will benefit if the global economy gets into trouble, because they are under-owned and China's government has the ability to reflate the economy,
We're looking for under-valued assets where downside risks seem limited,
Uncertainty is high and rising on Main Street, and for many reasons,
The Trump administration is putting American jobs, products and strength first,
The uncertainty we face in the economy has no set timeline,
Economic uncertainty and recession fears have intensified, partly driven by Trump's weekend comments about the economy being in "a period of transition" and his reluctance to rule out a recession,
These tariffs could potentially elevate prices and complicate efforts to reduce interest rates,