The markets are slowly realizing that perhaps the U.S. fiscal stimulus may not come anytime soon and perhaps some of its – mostly in the form of tax cuts – will be executed in 2018. But for now, the markets…
Donald Trump’s first week in office has been a storm, to say the least. We discuss his actions regarding trade, fiscal stimulus and of course, all the market implications. You are welcome to listen, subscribe, provide feedback and pledge support…
So the Trump train is still flat on its tracks as the “risk-on” mode in the markets is slowly dissipating. But this doesn’t mean, it’s going to be smooth sailing for gold and silver even though both metals have rallied…
Politics stood out in 2016 and will have a role in 2017 as well. Nevertheless, politicians have central banks between them and markets. We focus on three central banks: the Federal Reserve, the ECB and the BOE. You are welcome…
The bullion market is slowly recovering as long term treasury yields – which had risen up until a couple weeks ago following the U.S. elections over expectations of higher inflation pressures – have started to decline again. This shift in…
Donald Trump is entering the White House. It happens this week and the impact on markets is already very significant. We discuss the potential moves on currencies, bonds, stocks and all the other moving parts before previewing other events in…