Summary United States: What Shall We Do Now? Piecing together the implications of this week’s softer-than-expected inflation data with last week’s blowout nonfarm payroll report for the Fed’s policy path is top of mind for many. The FOMC has made it clear that it needs to see inflation slowing on a sustained basis before pivoting […]
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Kevin Warsh’s journey to be the next chair of the Federal Reserve — shadowed by President Donald Trump’s fervent wish for lower interest rates — now faces new legal and political roadblocks. The result: Fed Read more…
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Ed Yardeni foresees gold having a long runway ahead. Despite the recent sluggishness, the veteran strategist believes the shiny yellow metal has the potential to reach $6,000 an ounce by the end of 2026 (a Read more…