Lower interest rates in Europe and a slew of (mostly) upbeat macro data as earnings season heats up
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Buy when there's blood on the street; even if it's your own. • The market can stay irrational longer than you can stay solvent. • Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't, pays it.
Trump's Tariff U-Turn: What Happened and Where Do We Go From Here?
Trump rolled back (most of) his retaliatory tariffs and sent markets into record-breaking volatility
US equities continued to struggle while most of the rest of the world continued its rebound
Trump rolls back his tariffs, US inflation cools, and big banks kick off earnings season with big beats
Tariffs kept dictating the market moves, both ups and downs, and resulted in a historically volatile week
Liberation Day, uplifting economic data from the US, and cooling eurozone inflation
Trump's latest tariff announcement turned out to be much, much worse than feared