Fresh perspectives on economic trends and events impacting the global markets.
Unemployment concerns and rising inflation expectations contribute to falling US consumer sentiment, while the German election could be a positive catalyst for European equities.
Catalysts like DeepSeek have sparked a surge in Chinese stocks, while US inflation expectations indicate growing concerns about a resurgence in prices.
Markets absorbed tariff news, tech company earnings, news from the new US Treasury Secretary, disappointing US inflation-related reports, and more.
Recent history has shown that protectionist measures such as tariffs can hinder economic growth in the near term but don't necessarily create a long-term hurdle for markets.
The market greeted a week of economic meetings, executive orders, and important announcements with rising stocks and falling volatility.
Will US inflation rise? Are tariffs a concern? With the new year and a new Trump administration, investors have questions about the economy and markets.
The December US jobs report showed strong growth, prompting market concerns about the economy running too hot and opening the door to more inflation.
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
A growing trend toward fiscal conservatism, the continued importance of monetary policy, increasing geopolitical risks, and technological innovation could drive global markets in the new year.
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