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Economy & Finance

Putin Not Budging: ‘Frank’ Talks With Witkoff Confirm Territory Is A Red Line

Putin Not Budging: ‘Frank’ Talks With Witkoff Confirm Territory Is A Red Line Russia’s President Putin held a late-night meeting Thursday at the Kremlin with the US delegation led by White House special envoy Steve Witkoff, just hours ahead of planned trilateral talks in Abu Dhabi Friday aimed at pushing the Trump-backed peace framework to […]

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“Screw You Guys, I’m Going Home!”: The South Park Market Of 2026

“Screw You Guys, I’m Going Home!”: The South Park Market Of 2026 Authored by Lance Roberts via RealInvestmentAdvice.com, I have been a “South Park” fan for as long as I can remember, and while the show isn’t a market guidebook, its brutal satire cuts through nonsense better than many Wall Street commentaries. Just like on the

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UMich Sentiment Bounces To 5-Month High As Democrats Realize Their Insane Inflation Fears Were Wrong

UMich Sentiment Bounces To 5-Month High As Democrats Realize Their Insane Inflation Fears Were Wrong Having ended 2025 at the lowest Current Conditions Sentiment levels in, well, ever… expectations for preliminary January data were for a modest rebound… and it did…notably more than expected (and a pick up from the flash print): The preliminary January

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“The Expansion Has Cooled”: US Manufacturing, Service PMIs Both Miss, Signal 1.5% GDP Growth

“The Expansion Has Cooled”: US Manufacturing, Service PMIs Both Miss, Signal 1.5% GDP Growth With global PMIs today printing on the softer side (especially in France where the service PMI tumbled to 47.9 on expectations of a 50.3 print), moments ago it was the US’ turn to join the parade of soggy prints. Here is

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Why Is “Canadian Warren Buffett” Panic-Buying Under Armour Stock

Why Is “Canadian Warren Buffett” Panic-Buying Under Armour Stock Our shift in coverage on Under Armour began in late September, when we flagged a UBS report from analyst Jay Sole, who forecasted a major inflection point for the long-struggling Baltimore-based apparel company. Sole argued that sentiment would turn positive in FY27, setting the stage for

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Trump Withdraws Invitation For Canada’s Carney To Join Board Of Peace

Trump Withdraws Invitation For Canada’s Carney To Join Board Of Peace Authored by Omid Ghoreishi via The Epoch Times, U.S. President Donald Trump has withdrawn his invitation for Canadian Prime Minister Mark Carney to join the U.S.-led Board of Peace that will initially focus on rebuilding Gaza. “Please let this Letter serve to represent that

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That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic

That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic Well that escalated quickly. Goldman analysts led by Allen Chang have revised down global PC shipment forecasts for 2026-28, citing a sharp spike in memory prices as data centers worldwide soak up the supply of high-bandwidth memory. Before diving into Chang’s note,

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Yentervention? Goldman Delta-One Desk-Head Questions FX Market’s Reaction To BoJ’s ‘Hawkish Hold’

Yentervention? Goldman Delta-One Desk-Head Questions FX Market’s Reaction To BoJ’s ‘Hawkish Hold’ Technically, the Bank of Japan actions overnight should be seen as “a hawkish hold”, according to Goldman Sachs Delta-One desk-head Rich Privorotsky. The Bank raised its growth estimate and maintained its hawkish inflation forecasts on Friday even as it kept interest rates steady,

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