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Market Talk – March 24, 2026

ASIA: The major Asian stock markets had a green day today: • NIKKEI 225 increased 736.79 points or 1.43% to 52,252.28 • Shanghai increased 67.997 points or 1.78% to 3,881.28 • Hang Seng increased 681.24 points or 2.79% to 25,063.71 • ASX 200 increased 13.50 points or 0.16% to 8,379.40 • SENSEX increased 1,372.06 points […]

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The Gilt Market Is Cracking 

What is unfolding in the UK bond market right now is not about inflation alone, and it is not simply about interest rates. This is the type of move that signals a shift in confidence, and once that begins, it feeds directly into liquidity conditions across the entire financial system. UK 10-year gilt yields have

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Who do You Believe

President Donald Trump on Monday said the United States has engaged in “very strong talks” with Iran and reached “major points of agreement” that could end the war, which Iranian officials have firmly denied.He then claimed that Steve Witkoff and Jared Kushner spoke with a leader in the Iranian regime on Sunday and would continue

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Market Talk – March 23, 2026

ASIA: The major Asian stock markets had a negative day today: • NIKKEI 225 decreased 1,857.04 points or -3.48% to 51,515.49 • Shanghai decreased 143.77 points or -3.63% to 3,813.283 • Hang Seng decreased 894.85 points or -3.54% to 24,382.47 • ASX 200 decreased 62.50 points or -0.74% to 8,365.90 • SENSEX decreased 1,836.57 points

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Powell: There is ZERO NET JOB CREATION in the Private Sector

Jerome Powell finally said out loud what the revisions have been quietly showing for months. During his March 18 press conference, Powell said that “effectively there’s zero net job creation in the private sector” over roughly the past six months after adjusting for what Fed staff view as overstatement in the payroll data. He added

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DEI Returns – Financial Aid Race-Based Distribution

California lawmakers are now advancing a measure that would allow race-based preferences in financial aid, which is remarkable when you consider that the state constitution has explicitly prohibited such practices since 1996. Proposition 209 banned the state from granting “preferential treatment” based on race in public education, employment, and contracting, yet once again, we see

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