Recent sell-offs in U.S. equities, Treasuries, and the dollar have sparked fresh debate about American exceptionalism. Market skeptics see each dip as evidence of decline. But they’re missing something crucial: American economic dominance isn’t built on daily price swings—it’s woven into the very fabric of global finance.Let me show you why talks of America’s economic…
Read more
The latest University of Michigan Consumer Sentiment Index and Bloomberg’s 5–10-year inflation expectations offer more evidence that the U.S. economy may be headed toward stagflation—a troubling mix of slowing economic growth and persistent inflation.• Consumer sentiment continues to decline, signaling reduced confidence in the economic outlook.• At the same time, long-term inflation expectations have hit…
Read more
The markets are speaking, and they’re speaking loudly. Since the April 2nd tariff announcements, we’ve witnessed a significant shift in global trading patterns that’s raising eyebrows across trading floors. What’s driving this? Three key factors:• Growing uncertainty around U.S. trade policies• Questions about USMCA agreement stability• Accelerating trend of international markets decoupling from U.S. dependencies…
Read more
Last week, something unusual happened in the financial markets. Actually, “unusual” might be an understatement – we witnessed something that’s about as rare as a triple rainbow. The U.S. stock market, bond market, and dollar all took a nosedive at the same time.Why should you care? Because the last time this happened, it preceded major…
Read more
On April 2, 2025, President Donald Trump announced a series of new tariffs designed to address trade imbalances and bolster domestic manufacturing. These measures include a universal baseline tariff of 10% alongside higher, country-specific “reciprocal” tariffs aimed at nations with substantial trade surpluses with the U.S.These newly imposed tariffs carry significant economic consequences, particularly for…
Read more