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The markets are behaving as if Europe has pulled the wool over Trump’s eyes

Investors are trading as if one of two conditions will turn out to be true: That the deal is composed of stuff that was going to happen anyway, or...

latest 5

Jim Edwards

Europe surrenders to Trump (and thus secures victory by the back door)

S&P 500 futures moved up 0.27% this morning. But the STOXX Europe 600 rose by more than double that in early trading as investors in Europe realized...

yesterday 10

Jim Edwards

The stock market just blew through Warren Buffett’s favorite danger signal

Perhaps that’s one reason stocks are selling off globally this morning. While most indexes in Asia and Europe remain near their all-time highs,...

25.07.2025 8

Jim Edwards

‘Risk-on’! Stocks jump as EU and Japan trade deals give markets the certainty they crave

The TACO trade (Trump Always Chickens Out) appears to be in full effect, for anyone who was long on stocks.

24.07.2025 20

Jim Edwards

Despite the insults, the Fed is listening to Trump—but will likely make him wait anyway

Although Trump thinks Powell is “the Worst Federal Reserve Chairman in History" the Fed chair and his colleagues probably are listening to the...

23.07.2025 3

Jim Edwards

‘Goldilocks’ is ignoring the three bears, Wall Street analysts say

“Another week, another tariff salvo, and another market shrug,” Barclays analyst Christian Keller told clients.

22.07.2025 9

Jim Edwards

We’re about to find out if the crypto market is big enough to raise the price of U.S. bonds and the dollar

The GENIUS Act requires stablecoins in the U.S. be backed by dollars or U.S. Treasuries. That will lock in demand for dollars and short-term U.S....

21.07.2025 10

Jim Edwards

Trump’s tariffs are tipping Europe toward recession

The U.S. is Europe and Britain’s largest export market. About 20% of EU exports go to the U.S. at a value of around $581 billion. Europe’s trade...

18.07.2025 10

Jim Edwards

Bitcoin’s price rise is fueled by billions in traditional money coming from Wall Street

The influx of traditional capital is also reducing Bitcoin’s volatility.

17.07.2025 1

Jim Edwards

HPE’s deal with activist investor Elliott may still cost CEO Antonio Neri his job—or end with parts of the company being sold

Since 2022, Elliott has ousted 14 CEOs at companies where it got involved.

16.07.2025 3

Jim Edwards

If Trump fires the Fed’s Powell, ‘both the currency and the bond market can collapse,’ according to Deutsche Bank

Deutsche Bank's explosive scenario in a note titled, “What if ?”

15.07.2025 50

Jim Edwards

The markets are betting against Trump on the assumption the Fed will rescue them if their call is wrong

"At some stage, someone’s bluff could be called," says Deutsche Bank's Jim Reid. "If huge tariffs do get imposed on August 1st, in thin holiday...

14.07.2025 20

Jim Edwards

Another of Putin’s ministers allegedly commits suicide—he was abruptly fired hours before

“Sudden Russian death syndrome” strikes again.

07.07.2025 4

Jim Edwards

Uncertainty is the new certainty: That’s why investors are unbothered by Trump’s ongoing tariff chaos

Everyone expected Trump’s policies to damage the U.S. and global economy, but that damage keeps not appearing.

07.07.2025 10

Jim Edwards

At Hewlett Packard Enterprise, CEO Antonio Neri is facing off against an activist investor with a history of forcing out chief execs

Sources who talked to Fortune pointed to several clues, hiding in plain sight, about what Elliott potentially wants from HPE.

06.07.2025 10

Jim Edwards

Why Wall Street got the jobs number so wrong

“Seasonal noise” around government hiring skewed the numbers upward, analysts say, and payrolls are in fact pretty weak.

04.07.2025 10

Jim Edwards

Trump to speak with both Putin and Zelensky as U.S. freezes weapons aid to Ukraine

The announcement came as the U.S. has paused military aid to Ukraine.

03.07.2025 10

Jim Edwards

Trump may have dropped a clue on social media that the jobs number won’t be good

Trump got an advance look at the jobs number last night and then raged against U.S. Federal Reserve Chairman Jerome Powell on social media.

03.07.2025 3

Jim Edwards

Microsoft lays off 9,000 in AI drive, bringing total job cuts to 15,000 this year

“I think that AI and generative AI specifically is the most transformative technology of our lifetime, which is saying a lot, given that we have had...

02.07.2025 10

Jim Edwards

The markets seem to be betting the Fed is poised to deliver on the TACO trade

Why investors seem to be so confident that inflation risk will go away and the Fed will deliver more cheap money in the fall.

02.07.2025 30

Jim Edwards

Amazon CEO Andy Jassy says AI will probably mean fewer jobs after 27,000 people have already been cut from its workforce

“I think that AI and generative AI specifically is the most transformative technology of our lifetime, which is saying a lot, given that we have had...

01.07.2025 3

Jim Edwards

Renault’s $11.2 billion loss tied to its Nissan stake adds to tensions in the already rocky partnership

Renault rescued Nissan in 1999 and the two automakers have since maintained cross-shareholdings in a turbulent partnership that never resulted in a...

01.07.2025 10

Jim Edwards

Consumer spending is weakening, the job market is getting worse, and investors love it

That suggests the Fed may cut rates in September, analysts say, which would be good for stocks.

01.07.2025 10

Jim Edwards

‘A strange calm’ has settled over the markets as investors ignore the risks ahead

Investors appear to be expecting either a tariff deadline extension or Federal Reserve rate cuts to support stocks.

30.06.2025 10

Jim Edwards

Trump’s war against Fed Chair Jerome Powell is crushing the value of the U.S. dollar

The dollar has lost 10.48% of its value against other currencies on the DXY index, year to date.

26.06.2025 20

Jim Edwards

Oil down, hopes up, ‘risk-on’: Stocks are back near their all-time highs

“Financial markets have priced in an Iran-Israel ceasefire holding,” UBS’s Paul Donovan told clients this morning.

25.06.2025 10

Jim Edwards

Investors liked the peace but they love war even more, asset markets are saying today

Investors are unconcerned about major oil disruptions, reasoning that Iran is unlikely to close the Strait of Hormuz and harm its own economy.

24.06.2025 30

Jim Edwards

Trump’s threat of ‘regime change’ in Iran is being greeted with calm and enthusiasm by the markets

Investors are unconcerned about major oil disruptions, reasoning that Iran is unlikely to close the Strait of Hormuz and harm its own economy.

23.06.2025 10

Jim Edwards

Trump delay of Iran bombing decision by two weeks puts U.S. markets into holding pattern

Investors didn't read the two-week delay as a push for peace that will avoid the most catastrophic outcome, but rather as kicking the can down the...

20.06.2025 10

Jim Edwards

Trump’s decision on whether to bomb Iran could have knock-on effects for his fight against the Fed

if Trump decides to bomb Iran and the conflict produces a prolonged disruption to the supply of oil, that might strengthen the dollar while damaging...

19.06.2025 10

Jim Edwards

Stock market fear index spikes after Trump’s war threats

Here’s a snapshot of the action this morning prior to the opening bell in New York.

18.06.2025 10

Jim Edwards

Stocks are having a good war but the dollar is not

Here’s a snapshot of the action this morning prior to the opening bell in New York.

17.06.2025 60

Jim Edwards

Stock investors rejoice over China trade talks — and weak labor market data

S&P 500 futures traded up marginally this morning.

09.06.2025 8

Jim Edwards

The bond market is worrying that ‘something may be breaking beneath the surface’ of Trump’s tax bill

Saxo Bank’s Charu Chanana says: “The bond market is sending out distress flares."

23.05.2025 10

Jim Edwards

Stocks haven’t risen this fast in over 40 years—and CEOs are happy about it

Investors appear to be buoyed by positive data on inflation and shipping.

16.05.2025 10

Jim Edwards

Wall Street is up to its armpits in bullish calls as tech stocks roar back

But S&P futures were down nearly 1% this morning, premarket.

14.05.2025 10

Jim Edwards

British government under fire from hundreds of artists including Dua Lipa and Paul McCartney over AI copyright exception

Under the proposed law, companies developing AI models would not need permission from creatives to access certain content—a plan that has provoked a...

13.05.2025 10

Jim Edwards

Markets react with unbridled joy to tariff reductions—although HSBC warns of ‘bumpier’ road ahead

The S&P 500 index closed up 3.26% yesterday and it nearly erased its losses for the year.

13.05.2025 10

Jim Edwards

Investors think China is winning Trump’s trade war as stocks rally globally

The China deal, like the U.K. deal, still leaves the U.S. with much higher barriers to trade than it had before.

12.05.2025 5

Jim Edwards

Trump’s first trade deal might be a ‘nothingburger’ but stock investors like the taste of it anyway

The implication is that the baseline 10% tariff will likely stay in place globally but there can be industry-specific carve-outs. That’s good news...

09.05.2025 10

Jim Edwards

Investors on hold for Fed Chair Powell’s speech as strong data boosts stocks globally

Buying momentum continued in Asia and European stock markets today, but all eyes are on Jerome Powell’s upcoming commentary.

06.05.2025 9

Jim Edwards

Damn the torpedoes! Stocks go full speed ahead despite declining U.S. shipping and manufacturing data

Buying momentum continued in Asia and European stock markets today, and S&P futures were priced up this morning.

03.05.2025 2

Jim Edwards

Stocks are ignoring that terrifying U.S. GDP report as retail investors buy the dip

Buying momentum continued in Asia and European stock markets today, and S&P futures were priced up this morning.

01.05.2025 10

Jim Edwards

Asia is winning the trade war—at least as far as stock markets are concerned

In the past 24 hours, however, there have been fresh signs of life in the U.S.

26.04.2025 5

Jim Edwards

‘The Sell America Trade’: Who’s behind the sinking of the U.S. dollar

It's not China or Japan. It's everyone.

23.04.2025 10

Jim Edwards

Global markets: Investors continue to flee the U.S. as analysts predict tariff-induced recession

This year, the dollar has lost nearly 10% of its value against the DXY, an index of commonly traded foreign currencies, as investors pull away from...

21.04.2025 10

Jim Edwards

Asia markets move up as recession fear weighs on stocks in Europe and the U.S.

The declines came after the S&P experienced a “death cross” on Monday — where the 50 day moving average sank below the 100-day moving average.

17.04.2025 10

Jim Edwards

Global stock markets make solid gains as U.S. dollar shows weakness

The U.S. bond market is struggling with a departure from the dollar.

15.04.2025 30

Jim Edwards

Global markets rise as investors bet Trump’s tariffs on the tech supply chain won’t happen

Right now, stocks are trading up — so it looks like investors think the tech tariffs are at least being pushed off into the future or maybe won’t...

14.04.2025 8

Jim Edwards

7 questions for Valvoline Global CEO Jamal Muashsher, who was once a producer on a Bear Grylls TV show

Valvoline Global CEO Jamal Muashsher came to the company after a stint at Procter & Gamble, where he sold skincare products. Now he's running a $3...

10.04.2025 8

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The markets are behaving as if Europe has pulled the wool over Trump’s eyes

Jim Edwards

Europe surrenders to Trump (and thus secures victory by the back door)

Jim Edwards

The stock market just blew through Warren Buffett’s favorite danger signal

Jim Edwards

‘Risk-on’! Stocks jump as EU and Japan trade deals give markets the certainty they crave

Jim Edwards

Despite the insults, the Fed is listening to Trump—but will likely make him wait anyway

Jim Edwards

‘Goldilocks’ is ignoring the three bears, Wall Street analysts say

Jim Edwards

We’re about to find out if the crypto market is big enough to raise the price of U.S. bonds and the dollar

Jim Edwards

Trump’s tariffs are tipping Europe toward recession

Jim Edwards

Bitcoin’s price rise is fueled by billions in traditional money coming from Wall Street

Jim Edwards

HPE’s deal with activist investor Elliott may still cost CEO Antonio Neri his job—or end with parts of the company being sold

Jim Edwards

If Trump fires the Fed’s Powell, ‘both the currency and the bond market can collapse,’ according to Deutsche Bank

Jim Edwards

The markets are betting against Trump on the assumption the Fed will rescue them if their call is wrong

Jim Edwards

Another of Putin’s ministers allegedly commits suicide—he was abruptly fired hours before

Jim Edwards

Uncertainty is the new certainty: That’s why investors are unbothered by Trump’s ongoing tariff chaos

Jim Edwards

At Hewlett Packard Enterprise, CEO Antonio Neri is facing off against an activist investor with a history of forcing out chief execs

Jim Edwards

Why Wall Street got the jobs number so wrong

Jim Edwards

Trump to speak with both Putin and Zelensky as U.S. freezes weapons aid to Ukraine

Jim Edwards

Trump may have dropped a clue on social media that the jobs number won’t be good

Jim Edwards

Microsoft lays off 9,000 in AI drive, bringing total job cuts to 15,000 this year

Jim Edwards

The markets seem to be betting the Fed is poised to deliver on the TACO trade

Jim Edwards

Amazon CEO Andy Jassy says AI will probably mean fewer jobs after 27,000 people have already been cut from its workforce

Jim Edwards

Renault’s $11.2 billion loss tied to its Nissan stake adds to tensions in the already rocky partnership

Jim Edwards

Consumer spending is weakening, the job market is getting worse, and investors love it

Jim Edwards

‘A strange calm’ has settled over the markets as investors ignore the risks ahead

Jim Edwards

Trump’s war against Fed Chair Jerome Powell is crushing the value of the U.S. dollar

Jim Edwards

Oil down, hopes up, ‘risk-on’: Stocks are back near their all-time highs

Jim Edwards

Investors liked the peace but they love war even more, asset markets are saying today

Jim Edwards

Trump’s threat of ‘regime change’ in Iran is being greeted with calm and enthusiasm by the markets

Jim Edwards

Trump delay of Iran bombing decision by two weeks puts U.S. markets into holding pattern

Jim Edwards

Trump’s decision on whether to bomb Iran could have knock-on effects for his fight against the Fed

Jim Edwards

Stock market fear index spikes after Trump’s war threats

Jim Edwards

Stocks are having a good war but the dollar is not

Jim Edwards

Stock investors rejoice over China trade talks — and weak labor market data

Jim Edwards

The bond market is worrying that ‘something may be breaking beneath the surface’ of Trump’s tax bill

Jim Edwards

Stocks haven’t risen this fast in over 40 years—and CEOs are happy about it

Jim Edwards

Wall Street is up to its armpits in bullish calls as tech stocks roar back

Jim Edwards

British government under fire from hundreds of artists including Dua Lipa and Paul McCartney over AI copyright exception

Jim Edwards

Markets react with unbridled joy to tariff reductions—although HSBC warns of ‘bumpier’ road ahead

Jim Edwards

Investors think China is winning Trump’s trade war as stocks rally globally