U.S. factory inflation gains raise doubts about Fed rate cuts Recent data show that U.S. consumer and producer price indexes have risen more than anticipated—fueling concern that inflation may linger and delay Federal Reserve rate cuts. Key inflation indicators: Consumer Price Index (CPI): In June, headline CPI increased by 0.3% month-over-month—the fastest monthly gain since … Read more
Trump Plots 100% Tariff Threat on Russia if Ukraine Ceasefire Not Met In a bold and controversial move, former U.S. President Donald Trump has unveiled a plan to impose a 100% tariff on all Russian imports if a ceasefire in Ukraine is not agreed upon within a specified time frame. The announcement, made during a … Read more
France, UK, Germany Threaten to Reimpose Sanctions on Iran Without Nuclear Deal Progress Tensions between Iran and Western powers have escalated as France, the United Kingdom, and Germany—collectively known as the E3—have warned they may reimpose sanctions on Tehran if there is no significant progress on reviving the 2015 nuclear deal, formally known as the … Read more
Setting the Stage: Tariff Pressures President Trump’s escalation of tariff threats—30% on EU and Mexican imports effective August 1, 50% on Brazilian copper, and looming duties on Canadian and Chinese goods—has kept investors on edge . Yet markets have largely shrugged, with U.S. indices hovering near record highs and U.S. stock futures dipping modestly. Analysts … Read more
Market Snapshot U.S. EquitiesWall Street hovered near record highs on Monday. The S&P 500 rose about 0.14%, the Nasdaq gained around 0.27%, and the Dow increased by roughly 0.20% amid uncertainty over tariffs. Historical patterns, known as the “Taco Trade” effect, suggest markets often shrug off these threats, expecting at most short-term disruption Global Equities MSCI’s … Read more
Context & Market ReactionOn July 14, 2025, U.S. stock markets remained near historic highs despite President Trump announcing 30% tariffs on imports from Mexico, the EU, Japan, South Korea, and other nations—set to take effect August 1. The S&P 500 edged up 0.1%, reaching within 0.2% of its all-time high; the Dow gained ~88 points (+0.2%); and the … Read more