Tag: Interest rates

A weekly review of global political developments, market volatility and key macroeconomic data shaping equities, commodities, energy and trade heading into the week of Jan. 26.

Non-residential construction indicators show how planning and backlog shaped aluminum demand heading into 2026.

US RV wholesale shipments declined more sharply than typical seasonal norms in November 2025, signaling mounting pressure on discretionary consumer spending amid inflation and elevated interest rates.

Base metals ended mostly lower last week as many complexes were quite overbought and arguably due for a correction.

This piece examines how markets responded over the past 24 hours to the Federal Reserve's latest rate cut, tracking shifts in metals and money markets following Chair Powell's comments.

So much for Thanksgiving being an uneventful week for the markets as the last few days defied conventional thinking. Most markets came roaring back, ignoring the fact that US investors were AWOL – busy gorging on turkey. Stocks The most notable advance occurred in the US equity markets. All three major averages reclaimed their 50-day […]

Bullish sentiment remained in place in US equity markets this past week as a de-escalation in US-China trade tensions and strong earnings reports from several "Mag-7" names offset the rather hawkish remarks on interest rates made by Fed Chair Jerome Powell on Wednesday. For the week, the NASDAQ Composite gained 2.2%, while the S&P 500 and the Dow each were up by about .7% in what has been an incredible run.

Rising auto delinquencies amid stretched loan terms may be early warning signs that household finances and retail spending are reaching their breaking point.

Broadly speaking, the OECD is more positive on growth than what one might have thought.

The single-family sector has come to terms with the current housing climate, while multi-family is still learning the hard way.