Lime Insights

Gold and Tech: A Curious Non-Relationship

Why the world’s favorite “safe haven” and the growth-heavy Nasdaq index don’t really move opposite each other.

But Should the Fed Cut? (Maybe Not.)

Inflation remains above target and, more worryingly, the trend is not improving.

Tariff Tide Rising (to Inflation)

When the U.S. government announced blanket import tariff hikes on April 9, 2025, (“Liberation Day”)

What Happens When The Wall Of Money Dries Up?

Historically, equity markets rise on optimism but fall on liquidity. Once the marginal stock buyer...

Equities Chase Headlines, Bonds Chase Data

The Fed Sees Stagflation Risk

FOMC Minutes Loom, but Treasury Auctions Take Center Stage

Tariff Blindspot — Higher Rates and a Weaker Dollar

Tariffs vs. the Bond Market