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Reacceleration
Here’s what I see as we enter September: The US economy is reaccelerating, and US economic data is surprising to the strong side, much as it often starts to do around this time of year. The soft patch triggered by US policy uncertainty is over—and it was not dramatic. The Fed plans to cut interest rates right into this reacceleration. The government is taking over the Fed. This appears to me to be a textbook short bonds, long gold situation. And I don’t think either trade is at all crowded right now. NFP is a huge wildcard, but if you’re long gold and short bonds, you are kind of hedged for a bad jobs report ... (full story)
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From thestreet.com|Aug 29, 2025President Donald Trump's son and executive vice president of the Trump Organization, Eric Trump, has hailed China for its "unbelievable mark on Bitcoin and cryptocurrencies.” ...
From federalreserve.gov|Aug 29, 2025|2 commentsFollowing its stress test earlier this year, the Federal Reserve Board on Friday announced final individual capital requirements for large banks, effective on October 1. Large ...
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From startrader.com|Aug 29, 2025|3 commentsThe upward revision of U.S. Q2 GDP to 3.3% annualized provided a major boost to investor sentiment during the week. The stronger-than-expected growth figure reinforced the view ...
From argusmedia.com|Aug 29, 2025|12 commentsPresident Donald Trump overstepped his authority to place emergency tariffs on most goods imported into the US, a federal appeals court said in a sweeping decision today that will ...
From @realDonaldTrump|Aug 29, 2025|44 comments
ALL TARIFFS ARE STILL IN EFFECT! Today a Highly Partisan Appeals Court incorrectly said that our Tariffs should be removed, but they know the United States of America will win in the end. If these Tariffs ever went away, it would be a total disaster for the Country. It would make us financially weak, and we have to be strong. The U.S.A. will no longer tolerate enormous Trade Deficits and unfair Tariffs and Non Tariff Trade Barriers imposed by other Countries, friend or foe, that undermine our Manufacturers, Farmers, and everyone else. If allowed to stand, this Decision would literally destroy the United States of America. At the start of this Labor Day weekend, we should all remember that TARIFFS are the best tool to help our Workers, and support Companies that produce great MADE IN AMERICA products. For many years, Tariffs were allowed to be used against us by our uncaring and unwise Politicians. Now, with the help of the United States Supreme Court, we will use them to the benefit of our Nation, and Make America Rich, Strong, and Powerful Again! Thank you for your attention to this matter.
