Eddy Elfenbein

1 day ago | crossingwallstreet.com | Eddy Elfenbein

Morning News: May 14, 2025 ECB’s Nagel Says Stronger U.S. Dollar is Still Needed EU Cuts Agriculture Red Tape in Bid to Quell Farmers’ Protests Germany’s New Finance Chief Highlights Need for Belt Tightening South Korean Think Tank Halves 2025 Growth Forecast US-Korea Currency Talks Fuel Bets Trump Is Open to Weaker Dollar The China Trade Deal Doesn’t Solve the Fed’s Problems Trump’s Pause on China Tariffs Is Still a ‘Huge Nightmare’ for Small Businesses Buying the Dip Still Works — Even in...

2 weeks ago | cws.substack.com | Eddy Elfenbein

(This is the free version of CWS Market Review. If you like what you see, then please sign up for the premium newsletter for $20 per month or $200 for the whole year. If you sign up today, you can see our two reports, “Your Handy Guide to Stock Orders” and “How Not to Get Screwed on Your Mortgage.”)Wall Street continues to chill out from the recent turbulence, but I’m not ready to sound the “all clear” alarm — at least not yet.

3 weeks ago | cws.substack.com | Eddy Elfenbein

(This is the free version of CWS Market Review. If you like what you see, then please sign up for the premium newsletter for $20 per month or $200 for the whole year. If you sign up today, you can see our two reports, “Your Handy Guide to Stock Orders” and “How Not to Get Screwed on Your Mortgage.”)Before this week, the battle on Wall Street was over tariffs. Now it’s over tariffs and interest-rate policy.

1 month ago | cws.substack.com | Eddy Elfenbein

(This is the free version of CWS Market Review. If you like what you see, then please sign up for the premium newsletter for $20 per month or $200 for the whole year. If you sign up today, you can see our two reports, “Your Handy Guide to Stock Orders” and “How Not to Get Screwed on Your Mortgage.”)The stock market has seriously chilled out over the last few days. In fact, we’re not that far (-2.3%) from where the market was on March 13, after the S&P 500’s first leg downward.

1 month ago | cws.substack.com | Eddy Elfenbein

(This is the free version of CWS Market Review. If you like what you see, then please sign up for the premium newsletter for $20 per month or $200 for the whole year. If you sign up today, you can see our two reports, “Your Handy Guide to Stock Orders” and “How Not to Get Screwed on Your Mortgage.”)This has been the most raucous week on Wall Street since the Covid panic from five years ago. President Trump’s tariff policies have spooked investors all over the world.