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The Fed’s in a Pressure Cooker. Trump’s Turning Up the Heat. And Gold? Straight Savage. There’s a storm brewing in the markets—and everyone from Trump to Larry Fink has somethi...

The Shift Has Begun: From Globalism to an American Economy

by Joe Casey

April 15, 2025

There’s a seismic shift underway—not just in policy, but in philosophy. President Trump isn’t simply playing t...

So here’s what happened: U.S. markets got punched in the mouth on Thursday.

S&P 500: down 2.8% Nasdaq: down 3.5% Dow: off nearly 1,000 points 10-year Treasury yield: slipped to ~4.35%

This came less...

Listen, we love a good market tantrum. Especially when it comes with headlines screaming “Dow drops 1,500 points” and “S&P back in correction territory.” Well, Wall Street threw a fit this week, an...

First, it was inflation. Then, slowing growth. Now? Stagflation is creeping in—and Wall Street is paying attention. The Wall Street Journal, Bloomberg, CNBC—they’re all sounding the alarm. And when th...

The market is finally showing movement, and we’re seeing a reaction off the 6150 level, leading to a solid move downward. Right now, we’re testing support at the 100 SMA and the 50% level of the regre...

In January 2025, the Federal Reserve (Fed) opted to keep interest rates unchanged at 4.25%–4.50%, effectively pausing its rate-cutting cycle after three consecutive reductions in 2024. This decisio...

China isn’t the golden goose it used to be. A record 30% of U.S. companies in China are either considering or actively diversifying their operations elsewhere in 2024. That’s the highest number ever r...

Weekly Trader's Outlook

Stocks Rally, Yields Drop, Fueled by Benign Inflation Data
January 17, 2025 | Joe Casey

Stocks on the Rise

This week marked the best gains for stocks since November, wi...

Will Trump's Return See the Bull Market End?

As Published in The Wealth Effect Newsletter - January 16, 2025

As the confetti settled on 2024, Wall Street celebrated a triumphant year. The Dow Jones,...

Wall Street’s December Lull: A Calm Before the Storm?

As December draws to a close, the markets have remained uncharacteristically quiet. Following the Federal Reserve’s announcement on the 18th rega...