Wall Street is back in full swagger mode, shaking off April’s tariff tantrums and marching higher as the market sniffs out a lasting trade war détente and a not so hyper inflation pulse.
Foreign countries—especially China—have taken on massive risk by holding trillions in U.S. debt. Why? Because the U.S. may never pay them back. Not through inflation, but through outright default.
The rise of the retail trader has undeniably reshaped the stock market landscape. We’ve gone from a market dominated by institutions to one where “the little guys” collectively wield significant influence.
We discuss why the next big macro move is into commodities, driven by a weakening dollar, a race for critical minerals, and an urgent shift away from China-dominated supply chains.
