Federal Reserve

Market Analysis

Stagflation Pressures and the Fed’s Dilemma: Why Gold is (Still) Winning

From tariffs to jobs data, U.S. macro trends are tightening the Fed’s bind, fueling gold’s appeal as a safe-haven hedge against the manipulated dollar.

Tim FriesSep 9, 20255 min read

Market Analysis

How Markets Reacted After Powell Signals Potential Rate Cuts

Fed Chair Powell's Jackson Hole speech hinted at potential policy adjustments as economic conditions evolve, with markets rallying on his balanced approach.

Tim FriesAug 22, 20253 min read

Uncategorized

Jobs Report Crashes the Party: Are Fed’s Hand Forced as Payrolls Tank?

July's jobs report showed the US added only 73,000 positions versus 110,000 expected, with unemployment rising to 4.2%.

Tim FriesAug 1, 20255 min read

Market Analysis

Markets Price in 99% Chance of a Rate Cut Amid Treasury Yields Surge, as Election Day Looms

Treasury yields remain a crucial indicator for investors.

Tim FriesNov 4, 20242 min read

Market Analysis

September CPI Rises 0.2% m/m, Food and Shelter Costs Drive Increase

U.S. inflation slightly exceeded expectations in September, with the Consumer Price Index rising 0.2% for the month and 2.4% annually.

Tim FriesOct 10, 20242 min read

Market Analysis

Financial Leaders Warn of a Potential Hard Landing as Fed Weighs Options

Despite some positive economic indicators, concerns persist about the possibility of a hard landing.

Tim FriesMay 23, 20243 min read

Market Analysis

Producer Price Index Rises in April, Marking Largest Annual Increase Since 2023

Producer Price Index rises 0.5% in April, largest annual increase since April 2023.

Tim FriesMay 14, 20243 min read

Market Analysis

3 Asset Classes that Profit From High Inflation

Wedged between profligate spending and own mess, the Fed could prolong inflation.

Tim FriesApr 26, 20244 min read

Best Stocks

3 Vulnerable Stocks That Will Be the Most Affected if Rates Don’t Come Down

Sticky inflation just got stickier, and the Fed's dual mandate is heading for another testing.

Tim FriesApr 10, 20244 min read

Market Analysis

U.S. Economy Added 303k Jobs in March, More than Expected

The U.S. economy added 303,000 jobs in March, with significant gains in the health care, government, and construction sectors.

Tim FriesApr 5, 20242 min read

Market Analysis

Oil Prices Soar Amid Middle East Tensions and Supply Disruptions

Oil prices have surged to their highest levels since October, with both Brent and WTI crude oil prices gaining more than 4% in a single week.

Tim FriesApr 5, 20243 min read

Market Analysis

Despite Higher than Expected CPI, Traders Anticipate June Rate Cut

Despite higher-than-expected inflation in February, traders remain confident that the Federal Reserve will cut interest rates in June.

Tim FriesMar 12, 20242 min read