The past week was filled with significant developments, from oil and gas executives expressing their frustration with President Donald Trump's drilling policies to Vice President JD Vance raising security concerns over Greenland.
Looking at the determinants makes one understand why the estimated recession likelihood is high. That said, aside from consumption, there’s been little sign of a recession in contemporaneous, hard-data indicators.
After a bullish month, it will be interesting to see how Monday will close. Probably March will close as a bullish; we have one more day in this month - Monday - to see how the price will behave.
Germany’s car industry is in the eye of the auto tariff storm. Stakeholders on both sides of the Atlantic must prepare for a period of uncertainty and increased costs.
If the feds were to achieve the objective — a lower dollar — consumer prices would rise. Wage earners would lose jobs (at least in the short-run). Investors would lose money in stocks.
Tesla gets a lot of attention for its autonomous driving software, but I see another company as the better opportunity for AI-powered cars in the long run.
The positives are elusive. The breadth indicators show the possibility of a serious decline in prices in the near future. But at least the bottom for this decline should be easy to identify by a sharp decrease in the number of new lows.
