
Trump's tariffs are widely expected to drive up inflation and make it harder for the Fed to keep it under control, with Goldman Sachs and Wells Fargo expecting the Fed to cut interest rates twice this year, while Morgan Stanley joins Barclays and Macquarie in forecasting only one 25 basis point rate cut this year, citing uncertainty caused by President Trump's tariffs. The Federal Reserve also kept its benchmark overnight interest rate at 4.25% at its January policy meeting.
Risk aversion has pushed up gold prices. Where is the resistance to gold? Gold is off to a strong start. Can we test 2700 again? Click to view detailed analysis > > >
Trump's newly appointed White House AI and cryptocurrency director, David Sacks, retweeted his previous top 10 views on bitcoin at X, including: I started buying bitcoin in 2013, when the price was only $130, and it has risen by 76,000% since then. Deeply understand the importance of Bitcoin as a decentralized currency and its role in hedging against the devaluation of fiat currencies. Think in...
The residual heat of non-agricultural data continues to push up US bond yields. What will happen to the CPI data this week? These sub-items may usher in major changes... > >
The possibility of war pushes up oil prices? But the current oil price just shows that the market is not betting on a full-scale war; gold is in turmoil, and the breakthrough direction will be the next clue; non-US currencies may still fall, and Japan, Europe or fall to... > >
On September 1st, Arnon Bar-David, the president of the Israel General Trade Union (Histadrut), called for a general strike on Monday to pressure the Israeli government to reach a hostage agreement and ensure the return of Israeli hostages still held by Hamas in Gaza. The president of the Israel General Trade Union called on all civilian workers to join the strike and said that Tel Aviv Ben Gurion International Airport, Israel's main air transport hub, will be closed from 8 am local time (1:00 p...
The rebound in gold suggests that prices are still likely to rise, and maintaining this support can continue to maintain a positive trend! Could Saudi Arabia be interested in raising oil prices? The current trend of the yen has not yet triggered the conditions for intervention, and the authorities' intensive warnings are instead pushing the United States and Japan higher?