Tariff thaw is boosting stocks, but will it last?

Posted May 14 by Two Blokes

You can catch Opening Bid on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. The pros say

Source: Two Blokes Trading

Trump's Fiscal Austerity: A Shock To The Economy And Market

Posted May 14 by Two Blokes

The US fiscal deficit is unsustainable at -6.28% of GDP, risking a major fiscal spending shock that could trig

Source: Two Blokes Trading

401(k) Giant to Allow Private Markets Investments in Its Retirement Portfolios

Posted May 14 by Two Blokes

Wall Street firms are trying to put private credit, equity and real estate into the hands of individual invest

Source: Two Blokes Trading

"Objects in Motion:" Chips Rally, Fed Speakers & Economic Data to Watch

Posted May 14 by Two Blokes

Kevin Hincks reports from the @CboeGlobalMarkets and juggles all of the headlines driving markets this morning

Source: Two Blokes Trading

Tariffs Will Make Fed Late on Rates, Dudley Says

Posted May 14 by Two Blokes

Bill Dudley, Bloomberg Opinion columnist and a former president of the Federal Reserve Bank of New York, says

Source: Two Blokes Trading

How To Trade SPY And Top Tech Stocks After a Softer Inflation Print

Posted May 14 by Two Blokes

Good Morning Traders! In today's Market Clubhouse Morning Memo, we will discuss SPY, QQQ, AAPL, MSFT, NVDA, GO

Source: Two Blokes Trading

White House slashes 'de minimis' tariffs on China to 54%

Posted May 14 by Two Blokes

An executive order signed by President Donald Trump is slashing the "de minimis" tariff on cheap goods from Ch

Source: Two Blokes Trading

Top 2 Real Estate Stocks That May Collapse In Q2

Posted May 14 by Two Blokes

As of May 14, 2025, two stocks in the real estate sector could be flashing a real warning to investors who val

Source: Two Blokes Trading

I Can't Ignore Negative Rates Of Change

Posted May 14 by Two Blokes

I see several negative rates of change emerging, especially inflation, as tariffs begin to impact prices and e

Source: Two Blokes Trading

April CPI Inflation: Continued Containment Makes Case For Cyclical Investments

Posted May 14 by Two Blokes

The latest inflation print continued to look encouraging as both headline and core inflation came in at multi-

Source: Two Blokes Trading

Inflation Expectations Hold Firm Amid Tariff Noise

Posted May 14 by Two Blokes

Despite the announcement of new tariffs, long-term inflation expectations—as measured by the 5y5y inflation ra

Source: Two Blokes Trading

Wall Street's Most Accurate Analysts Spotlight On 3 Tech And Telecom Stocks Delivering High-Dividend Yields

Posted May 14 by Two Blokes

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. Th

Source: Two Blokes Trading