Serious Side Effects By John Mauldin Today we’ll talk about Trump, tariffs, cycles, and DOGE. Jumping right in… It’s not entirely cl...
martes, 11 de febrero de 2025
GOLD GLITTERS AS THE UNIMAGINABLE BECOMES IMAGINABLE / THE FINANCIAL TIMES OP EDITORIAL
Gold glitters as the unimaginable becomes imaginable The US president wants to weaken the dollar while preserving its exorbitant privilege G...
U.S. METAL PRICES SOAR TO BIG PREMIUMS AHEAD OF DONALD TRUMP´S TARIFFS / THE FINANCIAL TIMES
US metals prices soar to big premiums ahead of Donald Trump’s tariffs Traders pay up to secure copper, steel and aluminium supplies before U...
COMEX FLOWS: IS THE GOLD CASE ALMOST TOO OBVIOUS? / VON GREYERZ
COMEX Flows: Is the Gold Case Almost Too Obvious? By Matthew Piepenburg For years, we’ve been warning of gold’s critical role as a buffer ag...
THE MARKET IS WRONG ABOUT U.S. RATES UNDER TRUMP IN 2025 / THE FINANCIAL TIMES MARKETS INSIGHT
The market is wrong about US rates under Trump in 2025 The resilient American economy and the policies of the new administration will lead t...
WHILE DEMOCRATS SLEEP / THE FINANCIAL TIMES OP EDITORIAL
While Democrats sleep As Donald Trump tears up America’s rule book, the minority party can’t work out how to respond Edward Luce Senate mino...
U.S. BARGAINING WITH CHINA AND RUSSIA / GEOPOLITICAL FUTURES
US Bargaining With China and Russia Proclamations of friendship aside, each is wary that the other will cut a deal that leaves it out in the...
THE TRADE SHIFTS REDEFINING ECONOMIC DEVELOPMENT / PROJECT SYNDICATE
The Trade Shifts Redefining Economic Development As geopolitical tensions, technological changes, and a resurgent protectionism transform gl...
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