Tariff Triumph or Temporary Bounce? PREVIEW by davefairtex Tariff-driven market gains face scrutiny as rising bond yields, strong bank credit, and a bullish dollar hint at more upside, but economic risks linger. Tariff Triumph or Temporary Bounce? PREVIEW by davefairtex Tariff-driven market gains face scrutiny as rising bond yields, strong bank credit, and a bullish dollar hint at more upside, but economic risks linger.
More Of Everything: Recession Signals, European War Drumming, and Volatility PREVIEW by davefairtex The US recession appears to be gathering steam – each week, the Atlanta Fed’s GDPNOW forecasting tool is looking more unhappy. For sure, “they” want to focus on the upcoming Trump-cession – just yesterday, I saw the first Nudge Google article on point. (…) The increasing likelihood of the US leaving NATO really is revolutionary. … More Of Everything: Recession Signals, European War Drumming, and Volatility PREVIEW by davefairtex The US recession appears to be gathering steam – each week, the Atlanta Fed’s GDPNOW forecasting tool is looking more unhappy. For sure, “they” want to focus on the upcoming Trump-cession – just yesterday, I saw the first Nudge Google article on point. (…) The increasing likelihood of the US leaving NATO really is revolutionary. …