Macro Notification

Billionaire investor Ray Dalio is sharpening a simple but unsettling message for markets awash in soaring asset prices, which is that wealth is just a number unless it can be turned into cash you can actually spend. Dalio Links Soaring Paper Wealth To Bubbles In an X post on Thursday, the...

Porch Group Inc. (NASDAQ:PRCH) surged 21.87% to $9.25 in after-hours trading on Wednesday after reporting fourth-quarter earnings. Q4 Earnings Results The Seattle-based vertical software and insurance company outperformed forecasts, posting a $0.03 per share loss versus the expected $0.07 loss,...

Treasury Secretary Scott Bessent confirmed Tuesday that President Donald Trump's upcoming April visit to Beijing will focus on dismantling China's massive trade imbalances, signaling a shift toward aggressive economic self-reliance. The Road To Beijing Speaking at the BTG Pactual CEO Conference,...

A sizable downward revision to U.S. payrolls could be coming, according to Bloomberg’s Chief U.S. Economist Anna Wong, as investors brace for a jobs report that may significantly reshape the labor market narrative. In a post on X on Tuesday, Wong said she expects roughly 666,000 jobs to be...

President Donald Trump predicted on Monday that Americans will witness the “largest tax refund season ever” this spring, crediting his administration's legislative reforms for a massive infusion of cash into household bank accounts. The ‘One Big Beautiful Bill Act' Legacy Speaking with...

Senior U.S. Treasury officials concluded a high-stakes visit to Beijing last week, clearing a diplomatic path for Treasury Secretary Scott Bessent to engage in direct trade negotiations with Chinese Vice Premier He Lifeng. Laying The Groundwork The recent staff-level mission was designed “to...

President Donald Trump acknowledged on Monday that his 2017 decision to pass over Kevin Warsh for Federal Reserve Chair was a “really big mistake,” attributing the move to pressure from his former Treasury Secretary. The Runner-Up Regret Speaking to Fox Business, the President reflected...

President Donald Trump has offered a “complete and total endorsement” of Prime Minister Sanae Takaichi ahead of Japan’s general election on Sunday, a move that experts say could trigger a massive realignment of global currency and bond markets. Currency Pressure And The ¥160...

Federal Reserve Governor Lisa Cook signaled a cautious “wait and see” approach to monetary policy on Wednesday, describing current interest rates as only “mildly restrictive” while expressing concern over a “K-shaped” economic divergence that is leaving low-...

Editor’s Note: The future prices of benchmark tracking ETFs, the lede, the headline, and the earnings data were updated in the story. U.S. stock futures were fluctuating on Wednesday following Tuesday's negative close. Futures of major benchmark indices were mixed. ADP’s January...

A massive wave of supply-side incentives and direct stimulus is set to propel the U.S. economy toward a 15% earnings growth surge in 2026, says Jason Trennert, CEO of Strategas Research Partners, as tax provisions ignite a domestic manufacturing renaissance. Stimulus Meets Industrial Growth...

U.S. Commerce Secretary Howard Lutnick declared a major victory for the Donald Trump administration's trade agenda on Tuesday, pointing to a surprisingly strong rebound in factory activity as definitive proof that protectionist policies are delivering results. Historic Rebound The Institute for...

Economist Paul Krugman argues that the recent impact of trade policy on consumer prices is a solved equation, with actual data showing that tariffs have increased U.S. inflation by exactly 0.8 percentage points. The 0.8% Reality Addressing what some have called an economic mystery, Krugman asserts...

The nomination of Kevin Warsh to lead the Federal Reserve will not derail the global “debasement trade,” as mounting public debt makes the monetization of U.S. fiscal deficits inevitable. Fiscal Reality Despite the “bone-jarring” Friday crash that saw silver plunge 26% and...

Ark Invest founder Cathie Wood pitched cryptocurrencies as “diversifiers” in the current market on Saturday, pointing to historical data showing gold price rallies before Bitcoin’s (CRYPTO: BTC) bull run. What Do Gold Trends Signal For Bitcoin? In an X post, Wood...