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Alphabet shares had spiked as much as +4% in today’s trading session, with the tech conglomerate blowing away its Q1 earnings expectations after-market hours on Thursday.

Trade tariff policies continue to drive uncertainty in financial markets. Stocks, bonds, and the dollar itself move to the daily words of Team Trump.

The US Dollar (USD) strengthens modestly on Friday as investors digest contradictory messaging from the United States and China regarding potential tariff negotiations.

Markets ripped higher this week, riding what felt like a first-quarter timeout in the trade war.

We discuss the latest headlines on trade and U.S. economic data.

A reader asks me about my 2025H1 recession call. I don’t have one, but here’s the latest depiction of indicators followed by the NBER Business Cycle Dating Committee, as well as alternatives.

Walmart in China rolled out a new program this week to support Chinese exporters reeling from President Trump's 145% tariffs on U.S.-bound goods.

One of the most important pairs charts I follow is $AW01//GC, which is the All World Equity Index divided by Gold futures prices. After months of waiting, the pattern finally completed.

The Dow Jones Industrial Average (DJIA) registered losses of over 0.32% on Friday amid uncertainty over the trade war between the US and China.

With the market selling off on the tariff turbulence, some stocks look like deals.

The next critical level resistance on the upside in the S&P is about 5700 then about 5,800.

We get into the heart of the Q1 earnings season this week.

A discussion about Federal Reserve policies and their impacts on the U.S. economy.

The S&P 500 delivered a 17% annualized return in 10 years, the most for major stock exchanges from around the world.

By holding cash right now, you will be able to sleep better at night.

An analysis and commentary on the financial markets.