From Taco to Twist -- Trump Will Impose Severe Tariffs

The TACO Trade Is Fully Intact

Investors Shrug off the Latest Trump Trade Volleys

A Surprise Rates Pause by the RBA Catches Global Bond Markets by Surprise

Letters and Deals: Trade-Related Confusion Stages a Return

Fiscal Uncertainty on the Back Burner; Trade Uncertainty on the Front Burner

Equity Market Remains Fueled by Momentum, Sentiment, and an Improved Technical Picture

Dissecting the Data Dichotomies

U.S. Futures Rise Again as President Trump Continues to Collect "Wins"

Rapid S&P 500 Valuation Surge is a 4-Sigma Event in the Making

Perky Palladium and Platinum

Technical Picture for the Stock Market Improves Even as Valuations Become More Stretched