Friday, 23 May, 2025
TRUMP HITTING EUROPE NOW: The European Union, which was formed for the primary purpose of taking advantage of the United States on TRADE, has been very difficult to deal with. Their powerful Trade Barriers, Vat Taxes, ridiculous Corporate Penalties, Non-Monetary Trade Barriers, Monetary Manipulations, unfair and unjustified lawsuits against Americans Companies, and more, have led to a Trade Deficit with the U.S. of more than $250,000,000 a year, a number which is totally unacceptable. Our […] Read More
Wednesday, 04 June, 2025
(Wall Street Journal) — Foreign investors have plenty of reasons to be wary of U.S. government debt at the moment. Now there is another: They can often receive better returns buying bonds in their own countries. The risk of a weaker U.S. dollar and the cost of protecting against that risk, are making American assets less attractive around the world. That comes at a bad time for the U.S. Treasury market, which is already contending […] Read More
Monday, 16 June, 2025
OFF RAMP? Some high-ranking Iranian diplomat reportedly said that the real priority of the Supreme Leader and Iran govt is survival… Iran is prepared to give up uranium enrichment to preserve the regime, but need a face-saving solution. “The army and the IRGC will inevitably lose control of the situation, and no one knows what might happen next. We do not want to repeat Saddam Hussein’s mistake. We are ready to negotiate,” added the diplomat, […] Read More
Friday, 05 September, 2025
GS (Hatzius): We estimate nonfarm payrolls rose 60k in August. On the positive side, big data indicators indicated a sequentially firmer—albeit still soft—pace of private sector job growth. On the negative side, we expect unchanged government payrolls, reflecting a 20k decline in federal government payrolls and unchanged state and local government payrolls. Additionally, August payrolls have exhibited a consistent negative bias in initial prints over the last decade. – We estimate that the unemployment rate […] Read More
Friday, 01 August, 2025
Since American businesses are bearing almost all of the cost of the president’s trade war, corporate profits could come in for a beating. The big news is that we are staring down the barrel of interest rate cuts from the Reserve Bank of Australia and the US Federal Reserve in August and September, which would be a boost to confidence. Following deputy governor Andrew Hauser’s comments on Thursday that the soft June-quarter inflation data was […] Read More
Tuesday, 09 December, 2025
{FR} Voting times today – just as FYI 08:00 BST Debate starts Ballots around 10:30BST with 30mins per motion Politico article contacted the connoisseur of the Assembly last night and not enough votes to bring down the gov, the threshold being set @ 289 (range is 270/280 expected at the most) Read More
Tuesday, 09 December, 2025
Australia’s central bank Governor Michele Bullock said the economy doesn’t need further interest-rate cuts, signaling policymakers are in a watch-and-wait mode. The Reserve Bank’s board kept its cash rate unchanged at 3.6% for a third straight meeting, with recent data suggesting inflation risks have “tilted to the upside”. Bullock said policymakers didn’t discuss a rate cut and instead were looking at what might drive a rate rise in 2026, with the Australian dollar and policy-sensitive […] Read More
Monday, 15 December, 2025
*SOME PEOPLE CONCERNED HASSETT IS TOO CLOSE TO PRESIDENT: CNBC *HASSETT FED CANDIDACY GOT SOME PUSHBACK CLOSE TO TRUMP: CNBC Read More
Thursday, 08 January, 2026
US challenger job cuts https://www.challengergray.com/wp-content/uploads/2026/01/Challenger-Report-December-2025.pdf out early ahead of the release FOR RELEASE AT 7:30 A.M. ET, THURSDAY, JANUARY 8, 2026 JOB CUTS FALL TO LOWEST LEVEL IN 17 MONTHS; HIGHEST DECEMBER HIRING SINCE 2022 YTD JOB CUTS 7th HIGHEST SINCE 1989 CHICAGO, January 8, 2026 – U.S.-based employers announced 35,553 job cuts in December, down 50% from the 71,321 job cuts announced in November. It is down 8% from the 38,792 job cuts announced […] Read More
Tuesday, 13 January, 2026
US CPI BANK VIEWS Event Period Survey Prior CPI MoM Dec 0.3% — Core CPI MoM Dec 0.3% — CPI YoY Dec 2.7% 2.7% Core CPI YoY Dec 2.7% 2.6% CPI Index NSA Dec 324.267 324.122 Core CPI Index SA Dec 332.058 331.068 GS (Hatzius): We estimate a 0.35%increase in December core CPI (month-over-month SA), which would raise the year-over-year rate by 0.2pp to 2.8% on a rounded basis. Our forecast reflects an unwinding of […] Read More
