Last month, we argued there was a US ‘grand macro strategy’ plan even if markets didn’t see it coming, or in action. 100 days ...

Key Facts: • In March 2025, the seasonally adjusted number of new dwellings consented rose 9.6 percent, after rising 0.7 ...

Next week’s highlight is China’s April trade data, set to be released on Friday. We’ll finally see how the sharp escalation of tariffs affected trade in Asia’s biggest economy. We suspect the shock on ...

Clues on whether the U.S. economy is merely in a temporary tariff-induced funk or a more damaging longer-turn downtrend ...

Trump: So much money will be taken in that we'll cut taxes. We'll be paying off debt. We're seeing early signs that the US ...

post: BESSENT: NEED TO SEE A DEESCALATION WITH CHINA ON TARIFFS post: U.S. TREASURY SECRETARY BESSENT: TARIFFS SITUATION WITH ...

Treasury Secretary Scott Bessent has a new argument for why the Federal Reserve should cut interest rates: Treasury bond ...

CHF/JPY continues to trend higher as the franc reasserts its status as the go-to currency haven. While both the yen and franc attracted demand during April’s volatility, structural differences — ...

Uncertainty From Trade Policies Heightened Sharply - Report Compiled Based On Assumption That Global Supply Chain Disruption ...

The USD/JPY is trading with notable strength, surging to the upper end of its recent range as the Japanese Yen continues to ...

The yen prints its steepest one-day drop since 2020. Bob Iaccino discusses the three-day fall in the yen as the Bank of Japan ...

It's been quite the journey for US Treasuries since 'Liberation Day'. That journey included a period that had a dangerous ...