Tag: Interest rates

The Iran war enters its third month this week with few promising off-ramps materializing for a possible end to the conflict.

We had another very sloppy week in the US equity markets, although commodities fared better. All three major equity indices are now in correction territory (down 10% or more from their highs) on account of both the Iran war and the rising interest rates the conflict is generating.

Markets remained frazzled last week as the conflict in the Persian Gulf entered its fourth week – with no end in sight.

The Federal Reserve held rates steady while modestly raising inflation and growth projections, highlighting uncertainty tied to geopolitics and tariffs.

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 […]