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Fed drama in 2025 will come to a head in 2026
You just don’t see a lot of drama in the Federal Reserve. In normal times, that is. But 2025 wasn’t normal. That is: normal in the way that, say, 2023 and 2024 were normal. In 2025, Donald Trump started a new term as president. He promptly started jacking up tariff rates with such ferocity that the Standard & Poor’s 500 Index fell 10.5% in two days. (And rebounded more than 42% to the end of the year.) He sent out government employees to detain and deport undocumented workers. (The goal is 1 million in 2026) He made massive cuts in the federal workforce. He bombed Iran and started to attack suspected narco ... (full story)
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From ecb.europa.eu|Jan 2, 2026The annual growth rate of the broad monetary aggregate M3 increased to 3.0% in November 2025 from 2.8% in October, averaging 2.9% in the three months up to November. The ...
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From pmi.spglobal.com|Jan 2, 2026|1 commentDecember saw further signs of growth emanating from the UK manufacturing sector. Output rose for the third successive month and new orders increased for the first time since ...
From brecorder.com|Jan 2, 2026Chinese President Xi Jinping will host South Korean President Lee Jae Myung on a state visit starting on Sunday, signalling Beijing’s intent to strengthen ties with Seoul amidst ...
From substack.com|Jan 2, 2026Sizing a trade is often either oversimplified or overcomplicated. You will frequently hear that risking 1% per trade is a good rule of thumb, but is it really? Other investors sit ...
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- Jan 2, 2026 3:06am Posted byFundamental Analysis1,205
