Category: Markets and Macro

Financial commentator Peter Schiff is again warning that President Donald Trump’s mix of tariffs, debt-fueled spending and geopolitical brinkmanship is not just risky policy, but a potential trigger for a crisis in the dollar and the Treasury market. In his view, the United States is piling leverage on top of an already fragile global system,…

Rumors that Venezuela has quietly amassed a vast Bitcoin war chest have shifted from fringe theory to front-page risk factor for global markets. Analysts now warn that if Caracas is indeed sitting on a hidden trove, any move to seize, dump, or weaponize that stash could jolt both crypto prices and the geopolitics of sanctions…

Bank of America’s top executive is stepping into one of the most sensitive debates in Washington, warning that political pressure on the Federal Reserve could backfire on markets and the broader economy. His message is blunt: investors and elected officials who try to bend the central bank to short term goals risk triggering exactly the…

Oil’s long bull run is suddenly facing a wall of skepticism. A growing chorus of strategists now argues that the next big move is not another spike, but a slide, with some warning that prices could revisit levels last seen during the COVID shock. At the center of that debate, Charles Schwab’s chief investment strategist…

Zohran Mamdani is stepping into City Hall with a paycheck that instantly vaults him into the top tier of public earners in New York government, and it is a dramatic jump from what he made in Albany. His new compensation, just shy of $260,000 a year, represents roughly an 80 percent increase over his prior…

President Donald Trump has opened a new front in his Venezuela policy, telling television audiences that U.S. taxpayers might eventually repay American oil companies that help rebuild the country’s shattered energy sector. The idea, framed as a way to jump-start investment after the capture of Venezuelan President Nicolás Maduro, would effectively socialize part of the…

The balance of U.S. consumer power has tilted so far upward that the richest slice of households now effectively steers the entire recovery. The richest 10 percent account for roughly half of all spending, leaving the rest of the country to share the other half and exposing growth to the moods and portfolios of a…

The return of President Trump has reset Washington’s priorities, from tariffs and industrial policy to tax incentives and child investment accounts. For investors, the question is no longer whether the rules are changing, but how to position portfolios so those shifts become tailwinds instead of shocks. I see three big levers that matter now: where…

Gold and U.S. equities are climbing in tandem, with both markets setting fresh records instead of moving in their usual opposite directions. That rare alignment is exactly what many economists warn can precede a break in confidence, because it suggests investors are chasing returns and hedging against risk at the same time. I see that…

President Donald Trump is betting that U.S. oil producers will pour billions of dollars into Venezuela, tying his energy agenda to the revival of one of the world’s most troubled petro-states. He is pitching the prospect of huge new crude flows and a windfall of barrels for American refineries as a way to ease domestic…