Posts about US Economy

If you can ignore the plume of smoke rising from the Middle East for a moment, the fundamental backdrop for global equities is actually… great. A weak (ish) consumer and cooling inflation suggest a glide path to lower interest rates (except in Australia). At the same time, earnings are booming. ...

Over the past few months, I’ve noticed a subtle but unmistakable shift in the way markets react to political pressure on the Federal Reserve. Traders still move on headlines, but beneath the usual noise there’s a growing sense that the old assumptions about central-bank independence are not as ...

In this week’s podcast, Nucleus Wealth’s Head of Investments, Damien Klassen, is joined by Martin North of DFA Live in a special collaboration to unpack the fast-moving geopolitical shifts in Venezuela, Ukraine, and Taiwan — examining how rising assertiveness from powerful leaders is challenging ...

Five years ago, during the first Trump presidency, I wrote a controversial post titled Could Trump be Right About Ethical Investing?.

I’ve been watching Australia’s inflation story unfold with a mix of familiarity and unease. Each new data release feels like déjà vu: price pressures that refuse to cool, warnings from the Reserve Bank of Australia (RBA) that feel increasingly stern, and a sense that the path forward is narrowing ...