2025-05-24Ravi Mehta
A deep dive into the U.S. housing affordability crisis as home prices reach historic highs in 2025. This article examines inflation-adjusted trends, long-term comparisons, and the growing challenges facing renters and buyers alike.
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2025-05-23Niranjan Ghatule
President Trump has reignited the trade war with a bold move—announcing a 50% tariff on the EU and threatening Apple with a 25% tariff unless iPhones are made in the USA. As markets react and the bond yield surges past 4.60%, this article explores the deeper implications for the economy, stocks, and why the bond market is the key signal to watch now.
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2025-05-21Niranjan Ghatule
Japan, the largest holder of U.S. debt, is facing a financial crisis likened to Greece’s. With surging yields and collapsing demand for its bonds, Japan may soon sell U.S. Treasuries to stabilize its economy.
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2025-05-20Niranjan Ghatule
Japan’s bond market is experiencing an unprecedented shift, with long-term yields reaching historic highs. This blog explores the reasons behind the surge in Japan’s bond yields, from the end of ultra-loose monetary policy to rising inflation and a massive debt burden.
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2025-05-07Niranjan Ghatule
The Federal Reserve kept interest rates steady for the third straight meeting on May 7, 2025, signaling growing concern over rising inflation and unemployment.
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2025-04-07Ravi Mehta
In his latest social media remarks, President Donald J. Trump doubled down on his signature economic policies, celebrating falling inflation, booming tariff revenues, and what he frames as a long-overdue reckoning for nations that have "abused" U.S. trade openness.
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2025-04-02Ravi Mehta
The much-anticipated announcement regarding U.S. President Donald Trump’s reciprocal tariff policy is finally here. As financial markets and global economies brace for impact, the world watches closely to see what this policy will entail and how it will shape international trade in the coming years.
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2025-04-02Niranjan Ghatule
The S&P 500 had a rough start to 2025, underperforming global markets by the largest margin in over a decade. With a -4.6% decline in Q1, the index trailed international stocks by 9.6 percentage points—the worst quarterly relative performance since 2009. This sharp reversal from Q4 2024, when the S&P 500 outperformed global stocks by 10 percentage points
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2025-04-01Niranjan Ghatule
This article explores the latest market signals suggesting a potential recession, analyzing key economic indicators such as falling bond yields, rising inflation, stock market trends, and government policies. It discusses historical market patterns, the impact of recent tariffs, and the Federal Reserve's rate cuts while examining how these factors could shape the economic outlook.
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2025-03-30Ravi Mehta
The past week has been a turbulent one for financial markets, with the S&P 500 experiencing a historic decline. From Wednesday to Friday, the index lost $2 trillion, shedding $100 billion per trading hour. Even after markets closed on Friday, futures dropped another $120 billion, highlighting the extreme uncertainty investors are facing.
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2025-03-27Ravi Mehta
The latest U.S. macroeconomic data for Q4 has been released, showing a mixed performance across key economic indicators. The GDP growth rate came in at 2.4%, beating expectations of 2.3% but slowing from the previous 3.1%. Jobless claims data also showed strength, coming in slightly lower than expected
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2025-03-20Niranjan Ghatule
This article analyzes the latest data from the New York Federal Reserve, highlighting a sharp decline in business activity, worsening economic sentiment, and rising inflationary pressures. It delves into the significant drops in key indices, including business expectations, climate conditions, and future employment
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