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Tech Now Accounts for Two-Thirds of the US Trade Deficit

For the first time since the U.S. overtook Great Britain in the 1870s to become the leading economy in the world, the U.S. now faces an economic rival that is as large, and by some measures, larger than it is.

November Could Be a Crucial Month for Traders: Here’s Why

In his second term, President Donald Trump has set out to fundamentally restructure U.S. trade policy. On April 2, 2025, he announced sweeping tariffs on nearly all U.S. trading partners in what he branded Liberation Da…

U.S. private payrolls rise by 86,000 in October, ADP says

Automatic Data Processing's employment report released on Nov. 4 showed nonfarm private payrolls increased by 86,000 in October from the previous month. That matched September's gain of 86,000 and exceeded economists' f…

Form 8K Eagle Nuclear Energy Corp For: 4 November

A sector analysis of the nuclear-fuel and uranium complex — the energy source the world spent decades retreating from, and is now racing back toward to power the age of artificial intelligence.

Wall Street Shrugs Off Apple’s Wobbles Ahead of the Midterms

Wall Street rediscovered its appetite for chipmakers as stronger US economic data and cheaper oil gave the bulls an excuse to climb back into the AI trade. Apple’s disappointment was brushed aside, Treasury yields and t…

Liquidity Weighed on Gold Trumping Real Yields

A reader asked: “You have said many times that gold has a strong negative correlation with real yields. If that is true, why did precious metals get hammered (last Friday) when yields were lower on the day?”