Market Overview
10 Charts to Decode the Cross-Asset Signals Driving Stocks, Bonds, and Commodities
06.03.2025
10 Charts to Decode the Cross-Asset Signals Driving Stocks, Bonds, and Commodities
1. S&P 500 Likely to Hold at 200-Day MA (1) Will S&P 500 indexes find support at their 200-day moving…
Global Yields on the Rise as Germany’s Bunds Suffer Historic Drop
06.03.2025
Global Yields on the Rise as Germany’s Bunds Suffer Historic Drop
Stocks finished the day higher, rising about 1.1%. It didn’t take much—just word that President Trump would delay auto tariffs…
Will Trump’s Presidency Trigger a US Recession?
06.03.2025
Will Trump’s Presidency Trigger a US Recession?
According to the most recent Polymarket odds, 39% of betters believe recession is on the table during 2025, which is…
US Economic Growth Outlook Continues to Fade Faster Than White House Realizes
05.03.2025
US Economic Growth Outlook Continues to Fade Faster Than White House Realizes
The rollout of President Trump’s tariffs on Canada, Mexico and China has roiled expectations for US economic activity in the…
US Dollar Extends Slide—Will NFP Report Worsen the Outlook?
05.03.2025
US Dollar Extends Slide—Will NFP Report Worsen the Outlook?
Dollar extends slide as tariffs intensify growth concerns Focus turns to ISM non-mfg. PMI ahead of Friday’s NFP Euro gains…
EUR/USD, USD/JPY, S&P 500: Bond Bears Bite as Markets Reset Tariff Risks
05.03.2025
EUR/USD, USD/JPY, S&P 500: Bond Bears Bite as Markets Reset Tariff Risks
Bond bulls lose grip as U.S. 10-year Treasury futures post a bearish engulfing candle, signaling a potential top EUR/USD rips…
S&P 500: Diamond Reversal in the Making? August Lows Could Come Back in Play
05.03.2025
S&P 500: Diamond Reversal in the Making? August Lows Could Come Back in Play
Tariffs are on, tariffs are off—does anyone even know what’s happening anymore? It’s completely confusing and honestly impossible to keep…
New Month, Old Habits for Trump as Equities Suffer
04.03.2025
New Month, Old Habits for Trump as Equities Suffer
US imposes increased tariffs on its closest trading partners US equities decline as risk appetite remains weak Dollar records losses…
Negative GDP Math Doesn’t Add Up
04.03.2025
Negative GDP Math Doesn’t Add Up
The latest economic indicators aren’t supporting our resilient-economy thesis. Nevertheless, we are sticking with it for now. Consider the following:…
This May Be Worse Than Inflation
04.03.2025
This May Be Worse Than Inflation
Last week the market said that it has a new #1 concern, and it’s not inflation. It is, however, one…