Trade Secrets
WTF Dailies July 16, 2025
US stock futures wobbled Tuesday evening as Wall Street braced for another inflation checkup after Tuesday's consumer price reading spurred traders to pare bets on Fed rate cuts in the coming months.
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Trade Secrets
WTF Dailies July 15, 2025
US stock futures waded into the green on Tuesday as Wall Street girded for a key consumer inflation print and for big banks to kick off earnings season, with tariff-driven concerns in focus for both events.
Trade Secrets
WTF Dailies July 14, 2025
US stock futures fell Sunday evening as Wall Street braces for a turbulent week, with renewed trade tensions and a wave of second-quarter earnings set to test investor sentiment. The US will impose 30% tariffs on goods from the European Union and Mexico starting August 1.
Trade Secrets
WTF Dailies July 11, 2025
US stock futures fell late Thursday after President Trump threatened Canada with a 35% tariff on its imports to the US and floated higher blanket levies.
Jack of All Trades
The Sage and the Shark
In the ever-churning currents of global markets, two unlikely figures emerged from the tides of time—one moved with the patience of the moon, the other with the speed of a storm. They called them the Sage and the Shark.
Trade Secrets
WTF Dailies July 10, 2025
After Wednesday's market close, Trump issued his most stringent tariff threat yet in what is rapidly becoming a drip-by-drip repeat of his "Liberation Day" announcement in April.
Trade Secrets
WTF Dailies July 9, 2025
Asian markets took a weak lead-in from Wall Street, which logged a muted overnight session as Trump threatened more trade tariffs, this time on copper and pharmaceutical imports. Trump’s threat came after he began issuing letters to major economies outlining U.S. tariffs on their imports.
Trade Secrets
WTF Dailies July 8, 2025
US stock futures fell as President Trump threatened stiff tariffs on imports from more than a dozen countries and delayed the return of sweeping April levies.
Trade Secrets
One Big Beautiful Bill(BBB) could make US Credit Rating BBB?
In light of recent developments most notably the passage of the so-called "Big Beautiful Bill" alongside persistent fiscal imbalances, eroding monetary credibility, and political dysfunction, questions arise about how long the U.S. can maintain its top credit standing.
Trade Secrets
WTF Dailies July 7, 2025
US stock futures fell Sunday as President Trump and top administration officials suggested country-specific tariffs would take effect on Aug. 1, offering more potential confusion to trading partners but also potential breathing room for negotiations.
Trade Secrets
WTF Dailies July 4, 2025
President Trump said on Thursday that Washington will begin issuing formal letters to major economies outlining new U.S. export tariff rates as early as Friday.
Trade Secrets
WTF Dailies July 3, 2025
The June jobs report, set for release Thursday, is expected to end the holiday-shortened week with a bang. Any labor market weakness will be closely watched as it could strengthen the case for an interest rate cut from the Federal Reserve sooner rather than later.
