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20 Aug 2025 2 minute read 0 comments Perfectionist25
The Jackson Hole (JH) meeting is upon us. Every year, news reports are made about it, and its history is charmingly recounted, so I won't delve into that. However, I find it worth reminding that there's no Fed meeting in August, but we're in a time w...
13 Aug 2025 5 minute read 1 comment Perfectionist25
Despite all the doom and gloom scenarios, the US stock market remains very strong. The Nasdaq reached an all-time high last week. The S&P 500 is very close there. Despite geopolitical uncertainties, tariff disputes, and periodic economic data shocks,...
2 Aug 2025 1 minute read 4 comments Albertocrypto
Trump fires Erika McEntarfer after jobs data shakes the market Job creation in the United States fell sharply in July, and Donald Trump was quick to act. Hours after the official report, the president fired Erika McEntarfer, commissioner of the Burea...
1 Aug 2025 1 minute read 5 comments Perfectionist25
"I think having an independent central bank is constitutional. In this process, we need to make difficult decisions. We need to make decisions based on the data we have, not political factors." Fed Chair Powell, amid Trump's harsh criticism of the Fe...
30 Jul 2025 3 minute read 0 comments Perfectionist25
This week is a macro week with extremely important events, including Fed and Bank of Japan meetings, key US employment data over multiple days, US growth, and PCE inflation data. Each of these developments/news items has the potential to cause signif...
15 Jul 2025 3 minute read 0 comments Perfectionist25
Signs of a softening global economic outlook have led to a search for direction in the markets. Cryptocurrencies have been the asset class that has reacted most quickly and strongly to this process. Expectations that the Fed may initiate interest rat...
11 Jul 2025 2 minute read 0 comments Perfectionist25
In early July, Congress passed the “One Big Beautiful Bill Act,” which made the 2017 tax cuts permanent, and President Trump signed it on July 4. This new regulation extends both individual and corporate tax cut rates and eliminates uncertainties, es...
5 Jul 2025 2 minute read 1 comment Perfectionist25
Bitcoin (BTC), which fell to $98,000 last weekend due to the tension in the Middle East, gave signs of recovery with the establishment of a ceasefire. However, the short-term optimism in the markets was not permanent due to the uncertainties regardin...
26 Jun 2025 5 minute read 0 comments Perfectionist25
The first half of 2025 was not an ordinary period for investors; it was a complete stress test. Trump's tariffs that he announced one day and then withdrew the next, the Fed's uncertain messages about direction, and the geopolitical risks that escala...
16 Jun 2025 4 minute read 0 comments Perfectionist25
The visual shows the 1, 3, 6 and 12-month performances of the S&P 500 index after major geopolitical and historical events since 1940. In this chain of posts, I examined events that yielded more than 6% negative returns at the end of 12 months and t...
