Why the latest UK inflation figures are better for the Bank of England than they look at first glance Let’s start with the bad news: UK headline inflation is back at 3%, up from 2.5%, after briefly...
The Problem With Money is that it's complicated. To many minds, the solution to our core economic problems is to return to sound money via either the gold standard, in which gold backs all currency,...
You need to become very familiar with inflation resurgence risk very soon Something very interesting is happening in the macro world right now. Central Banks have undertaken a mass-migration from...
There have been recent developments in the real estate sector guiding investors to become fearful of investing in stocks related to the space. However, not all stocks may be exposed to this level of...
Success in trading isn’t about guessing market direction—it’s about executing a well-defined framework with discipline and precision. This framework provides a structured approach to identifying...
The latest jobs data is relatively solid, even if the outlook is looking increasingly shaky. Redundancy levels are low, but the major risk is that begins to change ahead of tax hikes in the spring. A...
US Dollar stabilizes ahead of tomorrow’s Fed minutes. Yen gains on BoJ hike bets, euro slides. RBA cuts rates but sounds cautious about future moves. RBNZ to deliver another bold cut, focus to fall...
Last week, we learned that the Consumer Price Index rose by 0.47% in January, well above expectations. Excluding food and energy, the news was not much better, with a 0.45% advance. It was a...
US economic activity is on track to maintain a moderate growth rate in 2025’s first quarter, according to the median for several nowcasts compiled by CapitalSpectator.com. Today’s initial Q1 estimate...
Geopolitics takes centre stage as US markets enjoy a bank holiday. Both gold and US dollar try to recoup Friday’s losses. Major currencies extend monthly gains versus the dollar. Yen benefits from...