GSM Blog

Blue Wooded Steps % falling down

The Fed Will Cut Rates

Summary Recent deep revisions to jobs data reveal unexpected labor market weakness, making a September Fed rate cut highly likely.

Stagflation Arrow going Down Man looking concerned

A Sniff Of Stagflation Stalls The Rally

Summary Tariff uncertainty is overshadowing AI-driven optimism, with new U.S. tariffs impacting global trade sentiment and weighing on the S&P