Fed still not ready to roll out a rate cut, Powell tells lawmakers (4 min read)

Jerome Powell continued to signal caution on cutting interest rates too soon in front of Congress on Tuesday, despite recent positive trends in inflation and acknowledging the risk of keeping rates high for too long. He emphasized again the Fed's commitment to ensuring inflation sustainably reaches the 2% target before making any rate cuts. This set the stage for a crucial debate on the timing amid a slowdown in the US job market and economic growth.

Europe is slapping tariffs on Chinese electric vehicles — for now. Here's what to know (6 min read)

The European Union is imposing higher customs duties on EVs imported from China, citing unfair subsidies that allow Chinese carmakers to undercut European rivals. These duties, effective Friday, aim to protect European jobs and industries. Unlike the US, which is raising tariffs on Chinese EVs to 100% to block imports, the EU's approach is to level the playing field while still allowing for affordable green technology. Negotiations between the EU and China are ongoing to find a mutually acceptable solution.

Citi Says It’s Time to Book Profits in High-Flying AI Equities (2 min read)

Despite the ongoing rally and soaring optimism around AI stocks, Citigroup strategists suggest it's time to cash in on the profits. Sentiment towards AI equities is the strongest since 2019, with forecasts of free cash flow surpassing expectations. However, readings like that historically suggest significantly more volatility is on the way according to Citigroup. While there may be no signs of an overall price bubble, the rapid rally in some of the names in this sector is still somewhat concerning.

Inflation outrage: Even as prices stabilize, Walmart, Chipotle and others feel the heat from skeptical customers (9 min read)

US consumers are expressing frustration over rising prices, with outrage sparked by companies like Walmart, Wendy’s, and Chipotle using dynamic pricing and shrinking portions. Despite inflation cooling and wages rising, shoppers are wary of deceptive pricing tactics and shrinking product sizes, leading to pushback against brands. Many of these giants now aim to win customers back with discounts and promotions, hoping to ease the tension and regain consumer trust.

Will ETFs Be Overtaken by Tokenization? (3 min read)

ETFs have revolutionized global markets, amassing $11.5 trillion in assets by 2023. This booming industry now includes funds based on Bitcoin and potentially Ethereum, providing diverse investment opportunities. This article suggests that the next big shift is tokenization, which could transform how assets are traded, offering more secure transactions and 24/7 liquidity, although challenges like blockchain scalability and regulatory clarity remain.

Investing in Uranium, Critical Materials (3 min read)

Investors seeking diversification and growth opportunities may consider critical materials like uranium, copper, lithium, and nickel. The Sprott Uranium Miners ETF (URNM), awarded Best New Thematic ETF in 2024, highlights the increasing interest in these essential elements. This article discusses how investing in critical materials through Sprott ETFs can offer long-term opportunities, especially as demand for clean energy and advanced technologies grows.

The optimal portfolio for the next decade (3 min read)

After a significant shock from rising interest rates and inflation since 2022, investors are reassessing the classic 60/40 portfolio mix of equities and bonds. The optimal investment strategy for the next decade might involve a more balanced approach, incorporating growth stocks, bonds, and real assets to navigate potential economic changes and inflation risks. The article explores how modern portfolio theory can guide this diversified strategy, considering current market conditions and future trends.

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