Tariff Drag Grows: Consumers to Bear 67% of Cost
Goldman Sachs estimates consumers will absorb 67% of tariff costs by mid-2026, as the S&P 500's CAPE ratio hits 39.9 — a level last seen during the dot-com peak.
By David Martinez
33 articles
Goldman Sachs estimates consumers will absorb 67% of tariff costs by mid-2026, as the S&P 500's CAPE ratio hits 39.9 — a level last seen during the dot-com peak.
By David Martinez
BLS postpones nonfarm payrolls data after partial government shutdown halts operations. Markets rallied Friday without the key employment data.
ADP report shows weakest private hiring since mid-2024. Professional services shed 57K jobs as labor market cools ahead of Friday's nonfarm payrolls.
Precious metals stage recovery with gold up 6% to $4,913 and silver jumping 10% after Friday's historic crash. Analysts debate whether the rout signals a top or a buying opportunity.
Precious metals suffer worst single-day losses since 1980. Gold falls 11% from $5,600 record. Chinese speculation, CME margin hikes, and Fed chair pick trigger selloff.
Former Fed governor gets the nod after months of speculation. Markets digest hawkish pivot as confirmation battle looms.
Former Fed governor Kevin Warsh tapped to replace Powell in May. Dollar rises, Treasury yields climb on expectations of tighter policy.
Federal Reserve keeps benchmark rate at 3.5%-3.75% as expected. Markets await Powell's press conference for signals on 2026 rate path.
Spot gold sets fresh all-time high above $5,100 amid government shutdown risk, Fed uncertainty, and sustained central bank buying.
Senate Democrats threaten to withhold votes on $1.2 trillion spending package over Homeland Security provisions. Deadline is Friday.
FOMC expected to hold rates at 3.5%-3.75% at January 27-28 meeting. Markets look ahead to June for next potential cut.
University of Michigan final January reading rises to 56.4, topping forecasts. Year-ahead inflation expectations drop to 4.0%, lowest since January 2025.
Spot prices hit $4,924 record as easing Greenland tensions fail to cool demand. Analysts see year-end targets rising toward $5,400.
Spot gold hits fresh all-time high amid tariff fears and Fed uncertainty. Analysts now see $5,000 in first half of 2026.
10-year yield jumps to 4.29% as Japanese government bonds crater on snap election news. 30-year approaches 5% threshold traders have been watching.
Spot gold climbs to fresh record amid transatlantic trade tensions. Analysts see path to $5,000 as geopolitical risks compound.
President wants NEC director in current role, boosting Kevin Warsh's odds. Treasury yields rise as markets price hawkish Fed chair outcome.
Precious metals hit fresh all-time highs as geopolitical tensions and Fed uncertainty fuel a flight to safety. Analysts see silver at $100 and gold at $5,000.
Core CPI expected at 2.7% year-over-year when the Bureau of Labor Statistics reports Tuesday, slightly higher than November's reading.
Federal Reserve Chair Jerome Powell reveals criminal investigation over headquarters renovations, calling it a pretext for White House pressure on interest rates.
The economy added just 50,000 jobs in December as 2025 hiring totals the lowest since the pandemic. Unemployment dips to 4.4%, but the labor market's slowdown is undeniable.
President Trump orders $200 billion in mortgage bond purchases through Fannie Mae and Freddie Mac, pushing 30-year rates to their lowest level since February 2023.
December payrolls data and a potential Supreme Court decision on Trump tariffs create a two-front catalyst for markets on January 9.
Minneapolis Fed President Neel Kashkari signals the Federal Reserve is nearing the end of its rate-cutting cycle, just months before Jerome Powell's term expires.
The White House postponed scheduled tariff increases on upholstered furniture and kitchen cabinets, citing ongoing trade negotiations.
Mark Zandi expects aggressive Fed easing in early 2026, contradicting both market pricing and the FOMC's own projections. Here's his reasoning.
Bullion tops $4,500 per ounce for the first time as central bank buying and geopolitical tensions drive the metal to its strongest annual performance in 46 years.
Silver topped $81 in overnight trading before reversing sharply, falling to $75 as traders take profits on the metal's 166% year-to-date gain.
Powell admits the wealth divide is 'clearly a thing' as the top 10% own 87% of stocks while the bottom 50% own 1.1%. Monetary policy can't solve this.
Silver surged past $75 for the first time ever on Dec 26, with prices nearing $78 as the metal's 2025 gain reaches 169%, its best year since 1979.
The 9-3 December vote split signals ongoing disagreement among FOMC members about how fast to cut rates, with the dot plot projecting just one reduction next year.
Silver surged above $70 for the first time, up 140% in 2025, outpacing gold as rate cuts and geopolitical tensions fuel a historic precious metals rally.
Crude prices surge after the Coast Guard intercepts oil tankers off Venezuela, escalating Trump's blockade of sanctioned shipments.