Category: Markets and Macro

Silver has turned into the breakout story of global markets, ripping higher as investors scramble for protection from swelling debt loads and a more dangerous geopolitical backdrop. The metal has not only outpaced gold, it has shattered historical relationships and forced traders to rethink what “safe haven” really means in a world of fiscal strain…

President Donald Trump is moving quickly to reshape the Federal Reserve, telling allies he intends to name a replacement for Fed Chair Jerome Powell in January and signaling that the search has narrowed to a small circle of contenders. The timing raises the stakes for financial markets already trying to gauge the path of interest…

The United States is heading into 2026 with a rare mix of political bravado and cautious economic optimism. President Donald Trump’s signature tax-and-spending package, widely branded the “big, beautiful bill,” is now moving from talking point to lived reality, reshaping incentives for households, companies, and global investors. As the provisions phase in, I see a…

Leather boots, handbags, and even living room sofas are quietly becoming some of the clearest casualties of the latest trade fight. Tariffs on both finished goods and raw materials are colliding with higher cattle costs, and the result is a price spiral that brands say will shape what shoppers pay for years, not months. I…

Donald Trump is back in the White House with a clear preference for cheap money, aggressive fiscal stimulus and a Federal Reserve that cuts rates “by a lot.” If that mix leads to another round of heavy money creation, it could be rocket fuel for Bitcoin, which is built to be scarce in a world…

Donald Trump has made it clear that his next choice for Federal Reserve Chair will be expected to slash interest rates aggressively if markets and growth stay strong, a demand that could reshape both monetary policy and the politics around it. His promise that the successor to Jerome Powell will cut rates “by a lot”…

Households are heading into 2026 with a rare mix of relief and uncertainty: growth is expected to hold up, but inflation, rates and markets are all shifting at once. I see four big economic turns on the horizon that will shape how safe, flexible and productive your cash really is. The smartest moves now involve…

Wall Street is starting to sketch out a 2026 in which stocks climb sharply even as President Trump’s tariff regime reshapes global trade. The core of the bullish case is simple: a surprisingly resilient U.S. economy, strong profit growth and sector winners that can offset the damage from higher import costs. The tension between those…

Nomura is telling clients to brace for a rare combination in 2026: solid global growth paired with stubborn inflation pressures. The firm’s investment and macro teams see a powerful mix of artificial intelligence spending, fiscal expansion and a recovering trade cycle lifting output, even as central banks struggle to push price gains back to pre‑pandemic…

Corporate America is lining up behind Federal Reserve Governor Christopher Waller as President Donald Trump weighs whom to install as the next chair of the central bank. More than four out of five leading chief executives now say the White House would be making a serious mistake if Trump passed over Waller, a rare show…