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Posts by Igor Kuchma

Will 2026 be a turning point for the yen?
2 weeks ago

Although the surge in USD/JPY forced the Bank of Japan to raise its 2026 core...

What if Powell is replaced by Kevin Warsh?
2 weeks ago

For a long time, Kevin Hassett, one of Trump’s most loyal allies and a ...

Venezuelan oil returns to the world stage. Why aren’t prices falling?
4 weeks ago

Under the banner of fighting drug cartels — and alongside invoking the Monroe...

Trump revives the Monroe Doctrine. What does this mean?
one month ago

The 19th-century idea of “America for Americans” is back in the spotlight. Wa...

Markets close 2025 on a high note. What’s next?
one month ago

Here we are on the last Monday of the year. While the S&P 500, NASDAQ, Do...

The last Central Bank Week of the year passed by quietly
2 months ago

Alongside U.S. macroeconomic data, which did come as a surprise, particularly...

Nvidia didn’t disappoint. Where’s the rally?
2 months ago

Many were hoping that a strong earnings report from Nvidia would help turn se...

Will the Fed skip a rate cut in December?
3 months ago

There’s less than a month left until the Fed’s final meeting of the year, and...

Markets Recover On Hopes For Shutdown End
3 months ago

The week kicked off on an upbeat note for the markets.  What initially a...

Is another oil price hike on the horizon?
3 months ago

Unlike XAUUSD or the S&P 500, which have risen since the start of the yea...

China: little to cheer about, but no cause for concern
4 months ago

China has released its GDP data for the third quarter, showing year-on-year g...

Tensions are rising at the Fed
4 months ago

Friday brought fresh data on the Fed’s favorite tool for monetary policy deci...

Central banks stuck to the script
5 months ago

The week of central banks hasn’t brought much surprise to investors. Starting...

Will the Fed cut rates by 50 basis points?
5 months ago

A week ago, there was still a chance that the Fed would keep rates unchanged ...

Nvidia: Has the stock peaked?
5 months ago

Thousands of companies publish quarterly results worldwide, but few attract a...

Is there room for oil prices to rise?
6 months ago

Energy markets have been some of the most sensitive to geopolitical tensions ...

What is holding back the US market?
6 months ago

Last week, the US imposed reciprocal tariffs — ranging from 10% to 41% — on i...

September Rate Cut Looks More Likely Now
6 months ago

The Federal Reserve held interest rates at 4.25-4.5% at Wednesday’s mee...

Can we expect a pleasant surprise from the Fed?
6 months ago

This Wednesday, July 30, the FOMC will announce its decision on the benchmark...

Should we expect a pickup in U.S. inflation?
7 months ago

Since Trump’s second term, trade wars have been among the hottest topic...

Taco trade strikes again
7 months ago

This Wednesday, July 9, was supposed to end the 90-day grace period Donald Tr...

Will the Fed remain independent, and why does it matter to markets?
7 months ago

In his appearance before Congress last week, Fed Chairman Jerome Powell once ...

The U.S. Joins the Fight Against Iran
8 months ago

Donald Trump did not wait for the two-week deadline he had given Iran on Thur...

Which assets have performed best this year?
8 months ago

It feels like the year just started, but we’re already halfway through, meani...