Rotation Revisited: Why European And German Equities Still Lead

Posted Mon at 3:15 PM by Two Blokes

In late 2024, I advised rotating out of the S&P 500 into European and German small-cap stocks due to high US v

Source: Two Blokes Trading

Crude's "Make or Break" Move, VIX Options to See Volatility

Posted Mon at 3:15 PM by Two Blokes

The SPX reclaimed the 6,000 level at the open, a strong rebound following Friday's sell-off. Kevin Green also

Source: Two Blokes Trading

Why Stock Investors Shouldn't Bet On A Recession

Posted Mon at 3:15 PM by Two Blokes

US recession risk remains low for 2025 as robust employment and economic data persist, despite concerns over T

Source: Two Blokes Trading

Consumers are making spending decisions in the fog of trade war, uncertain about whether higher prices are the result of tariffs

Posted Mon at 3:00 PM by Two Blokes

Consumers are making spending decisions in a haze of uncertainty about whether higher prices are the result of

Source: Two Blokes Trading

Retail Sales, FOMC & Geopolitics All Key Movers for Markets This Week

Posted Mon at 3:00 PM by Two Blokes

This week may be shortened due to the Juneteenth holiday, though Kevin Hincks points to a slew of potential ma

Source: Two Blokes Trading

Macro Update: Troubles Brewing On All Fronts

Posted Mon at 3:00 PM by Two Blokes

The net effect of all policies and events is expected to produce stagflation. The cracks in the labor market a

Source: Two Blokes Trading

Investing During Wartime: How US Stocks Reacted Since 1964

Posted Mon at 3:00 PM by Two Blokes

Geopolitical tensions, such as the Israel-Iran conflict, often precede significant moves in the US financial m

Source: Two Blokes Trading

Consumers are making spending decisions in the fog of trade war, uncertain about whether higher prices are the result of tariffs

Posted Mon at 2:45 PM by Two Blokes

Consumers are making spending decisions in a haze of uncertainty about whether higher prices are the result of

Source: Two Blokes Trading

Top 2 Financial Stocks That May Plunge in Q2

Posted Mon at 2:45 PM by Two Blokes

As of June 16, 2025, two stocks in the financial sector could be flashing a real warning to investors who valu

Source: Two Blokes Trading

No Fed Cut, No Rate Break: June Mortgage Forecast Stays Flat

Posted Mon at 2:45 PM by Two Blokes

Tariffs and economic uncertainty will affect the next interest rate move on June 18.

Source: Two Blokes Trading

The Fed is not going to cut rates in this week's meeting, says Roger Ferguson

Posted Mon at 2:45 PM by Two Blokes

Former Federal Reserve Vice Chairman Roger Ferguson joins 'Squawk Box' to discuss his expectations for Fed rat

Source: Two Blokes Trading

Consumers are making spending decisions in the fog of trade war, uncertain about whether higher prices are the result of tariffs

Posted Mon at 2:30 PM by Two Blokes

Consumers are making spending decisions in a haze of uncertainty about whether higher prices are the result of

Source: Two Blokes Trading