Lead-Lag Live
@leadlaglive
Live unscripted conversations with thought leaders in the world of finance, economics, and investing.
Meb Faber: The Rest of the Year For Stocks x.com/i/broadcasts/1…
Jay Hatfield: The Calm Before The Storm? x.com/i/broadcasts/1…
Seth Cogswell: The World Is Freaking Nuts x.com/i/broadcasts/1…
Mark Matson: A Behavioral Approach To Investing x.com/i/broadcasts/1…
A Junk Bond Fund Built For This Environment, But There Are A Lot Of Risks Within Read here: leadlagreport.substack.com/p/a-junk-bond-…
Copper: Tough Tariff Talk, But The Market Blew It Off Again Read here: leadlagreport.substack.com/p/copper-tough…
Deregulation Begins To Dominate Key. Read here: leadlagreport.substack.com/p/deregulation…
Tariffs, Inflation Data, & The Beginning Of The Q2 Earnings Season A Lot Of Moving Parts Read here: leadlagreport.substack.com/p/tariffs-infl…
Exports from China rose by 5.8% yoy to $325.2 billion last month, better than the 5.0% predicted by the market, and an increase from the 4.8% rise recorded in May. The increase was attributed to the temporary easing of tariffs ahead of the looming August deadline.
Threats of tariffs sent the peso south of the border to its lowest point in July. Mexico sends more than 80% of its total exported goods north to the United States.
Consumer price inflation eased for the eighth consecutive month in the world's most populous country. In June, India's inflation rate fell to 2.1%, down from 2.82% the previous month. The steep drop was attributed to a 1.06% drop in food prices, the first annual decline since…
Nvidia is officially the first company to reach a monstrous $4 trillion market cap, or more than Meta and Alphabet combined.
Compared to the same period in 2024, China's exports to the United States were down 10.7% during the first half of 2025.
In June, China exported 7,742 metric tonnes of rare earth minerals, the most since 2009. June 2025 saw a substantial 60% increase from June 2024, and a 32% surge from just one month prior.
South America's biggest economy contracted for the first time in five months. Brazil's IBC-Br Economic Activity Index, a proxy for GDP, slipped 0.7% month-over-month in May, following a downwardly revised 0.1% increase in April, and far worse than the flat reading expected by…
The market overwhelmingly expects the Federal Reserve to hold the line once again this month, with less than 7% predicting a rate cut.
Last year, international tourist arrivals hit 1.465 billion, finally matching the levels recorded before the onset of the COVID-19 pandemic. In Q1 2025, Statista says international tourist arrivals were up 5% compared to 2024, putting the year on track to hit a new record.
The Uptrend Continues Lumber Is Finally Making A Comeback Read here: leadlagreport.substack.com/p/the-uptrend-…
