Analysis

Freshly-minted Federal Reserve (Fed) Chair Kevin Warsh delivered his first public speech as head of the Fed on Friday, delivering his key talking points after being sworn in.

Speaking ahead of the swearing-in of new Federal Reserve (Fed) Chair Kevin Warsh, President Trump stated that he wants Warsh to be "independent", stating that the Fed will "make their own decisions".

TradingKey - On April 17, Eastern Time, Iranian Foreign Minister Araghchi announced that the Strait of Hormuz would be "open to all commercial vessels during the Lebanon-Israel ceasefire." International oil prices plunged more than 10% in a single day, with WTI crude oil futures dropping to $84/barr

TradingKey - Goldman Sachs recently raised the probability of a U.S. recession over the next 12 months to 30%. While this adjustment may appear to be a mere numerical change, within the current macroeconomic context, it signals a shift in sentiment—market confidence in a "soft landing" for the U.S.

TradingKey - A landmark legal battle with clear undertones of “small business vs. government” will unfold at the U.S. Supreme Court on November 5, a case President Donald Trump has called “the most important in American history.” The ruling will directly determine the legality of Trump’s signature

TradingKey - A political standoff between Republicans and Democrats over federal spending has put the U.S. government on the brink of a shutdown by October 1, threatening to halt key government functions and furlough federal workers. While such shutdowns have become routine, this one could be more

TradingKey - A government shutdown is a uniquely American political event. After former President Donald Trump orchestrated the longest and most costly government shutdown in history during his first term, the risk of another shutdown has resurfaced at the start of his second term.

TradingKey - On 25 August 2025, Trump announced the immediate dismissal of Cook from her position as a Federal Reserve Governor, citing "false statements in mortgage loan documents." On the surface, this appears to be an action targeting an individual official's conduct.

TradingKey - Key questions remain: Does the U.S. still have room for further tax cuts amid its massive fiscal deficit? Will adjustments to the State and Local Tax (SALT) cap truly benefit ordinary Americans or merely enrich the wealthy? Can Congress and society accept the welfare cuts? Will the...

TradingKey - Less than a hundred days into Donald Trump’s return to the White House, his administration has not only imposed historically rare high tariffs but is also pushing to boundaries of U.S. law by attempting to directly remove Federal Reserve Chair Jerome Powell.

TradingKey - As U.S. borrowing continues to surge, breaching the statutory debt ceiling, the Treasury Department under Janet Yellen has been relying on cash reserves and extraordinary measures since early January 2025. However, these temporary solutions are nearing exhaustion. The so-called X-date..

On February 1, the Trump administration fired the first shot when it abruptly imposed a 10% tariff on every Chinese import, covering everything from electronics to clothing. The trade war between China and the US has gone nuclear, and every single human on earth is in major trouble because of it.

We categorize the additional US tariffs into three potential scenarios: 1) Broad-based tariffs; 2) Limited-scope tariffs; and 3) Tariffs avoided or delayed. The table below summarizes the expected impacts on the financial markets of Canada, Mexico, China, the US and cryptocurrencies under each...

Vivek Ramaswamy and Elon Musk are leading the Department of Government Efficiency (DOGE) to streamline federal agencies and cut bureaucracy. Their plan focuses on using executive actions to bring quick changes. DOGE aims to make the government more accountable by shifting power to elected leaders.

FBI agents conducted a search on Wednesday at the New York City home of Polymarket CEO Shayne Coplan.

Investing.com - President-elect Donald Trump's former US Trade Representative Robert Lighthizer and people close to him are laying the groundwork to pitch the benefits of potentially aggressive tariffs, according to Politico.

Expectations for President-elect Donald Trump to roll out expansionary fiscal policies and extend U.S. economic exceptionalism have kept stocks on the up and up, but Piper Sandler is skeptical and believes Trump's narrow win and thin Republican margins in Congress will muddy path to pass major legis

Trump did what everyone thought was impossible—again. He’s back in the White House, and his doubters are left stunned, scratching their heads, perhaps even a little embarrassed.

Although not everything that happens in the White House or on Capitol Hill has a bearing on the stock market, the votes cast by Americans across our great country ultimately determines who'll be making our laws and shaping our fiscal policy in the years to come.

TradingKey —  The results of the 60th U.S. presidential election are in, with former President and Republican candidate Donald Trump announcing his victory in the early hours of November 6th, marking a significant political comeback.