A surprisingly strong US jobs report fed into fears of sustained inflation, sending Treasury yields soaring and stock prices plummeting. Interest rate cut expectations have been pared to one or two cuts in the second half of the year.
Meanwhile, Chinese markets are bracing for the potential impact of the incoming Trump administration and weak domestic data.
Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the…
Last week, the S&P 500 crossed 6,000 marking a bull market in a drama filled week which included…
Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful bill” awaits Senate approval and as the…
