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U.S. equity indexes ended the week with a spike in volatility. The VIX index increased almost 17% on the day after investors starting to...

The PboC has reported almost a 2X increase in the money supply (M1). At first glance it looks like they’re printing money like there is...

As the price of gold keeps climbing, now almost 12% YTD on the futures market, and less than 2% away from $3000 per ounce, it’s...

In the middle of the controversy surrounding tariffs, the U.S. continues to have a debt problem and a budget deficit problem. But it also...

Two conflicting reports haven been published recently. On one end, the American Association of Individual Investors (AAII) says that the...

There has been a lot of talk about the possibility of creating a sovereign wealth fund in the US. The Secretary of Treasury, Scott...

Markets have changed and evolved radically over the last 30 years. As you can see on the chart below, in 1995, 80% of the equity trading...

It appears the market is normalizing in terms of concentration. After a couple of years in which 7 stocks were responsible for the...

Inflation is coming back, and this time, central banks might not be able to save us. Yesterday, both PPI and Core PPI were published in...

The January inflation report published yesterday in the U.S. was worse than expected. CPI grew 3% YOY and Core CPI (ex food and Energy)...

U.S. CPI and Core a pu will be published today. Consensus points to 2.9% increase in headline prices YOY for the month of January. Core...

The U.S. Congressional Budget Office (CBO) released the budget numbers for the first 4 months of fiscal year 2025 (Oct-Jan). Outlays...

Despite all the talking about Europe not growing, having an inflation problem and an asphyxiating regulatory framework, in terms of YTD...

The chart below shows what is behind the US exceptionalism narrative. For 50 years, the U.S. government spending has followed a trend...

The total capital expenditures (CapEx) related to Y2K preparedness in the late 1990s were estimated to be between $300 billion and $600...

Amazon published its 4Q2024 results yesterday and they were above expectations in many fronts, but the company provided a guidance in...

Gold keeps making new highs, signaling there may be something that is not working properly in the global financial system. There are...

The U.S. Bureau of labor statistics published yesterday the JOLTS (Job Openings and labor turnover survey) report. The number of job...

We have probably assisted to the shortest trade war ever. 48 hours after tariffs were enacted against Mexican and Canadian products, they...

The tariffs shock waves are hitting the currency market as expected. The dollar is surging, and the Euro, Mexican Peso and Canadian...