The Surge in U.S. Treasury Yields In recent weeks, the U.S. Treasury market has experienced significant […]
Tariffs are the topic du jour. As I said on April 4th, Trump has put the […]
US stocks have reached a 75-year high in their relative valuation compared to the rest of […]
As we are just 5 days away from the next presidential election, one trend appears certain […]
The advent of Artificial Intelligence (AI) has been heralded as the dawn of a new economic […]
As NVIDIA, Apple, and Microsoft are the largest market caps while the YTD performance of Meta, […]
Introduction Each month, the U.S. Bureau of Labor Statistics (BLS) releases US employment estimates that provide […]
Introduction Given the significant decline in the Japanese Nikkei index, the largest since 1987, and the […]