Trump Pressures Fed After Solid Jobs, Cooling Inflation: 'Lower Its Rate!' (CORRECTED)
Trump's Economic Optimism: Donald Trump celebrated recent economic data indicating falling consumer prices and strong job growth, urging the Federal Reserve to lower interest rates while criticizing Fed Chair Jerome Powell's performance.
Positive Labor Market Indicators: The Bureau of Labor Statistics reported an increase in nonfarm payrolls by 177,000 in April, exceeding expectations, alongside a slowdown in inflation rates, suggesting a resilient U.S. economy despite external challenges.
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Natural Gas Futures Decline: March natural gas futures at Henry Hub fell over 7% to approximately $3.18 per MMBtu, following a three-day rally influenced by increased drilling activity reported in the Haynesville shale.
Weather Impact on Demand: Forecasts for warmer weather across much of the U.S. could potentially reduce demand for heating fuel, contributing to the decline in natural gas prices.
Increased Drilling Activity: The U.S. gas rig count rose by seven to a total of 130, indicating higher future supply, which may further weigh on prices.
ETFs Performance: ProShares Ultra Short Bloomberg Natural Gas ETF (KOLD) saw a sharp decline of over 13%, while the ProShares Ultra Bloomberg Natural Gas ETF (BOIL) slid about 14%, reflecting bearish sentiment among investors.

- IPO Activity in 2025: Initial public offerings saw a significant resurgence in 2025, with 202 companies pricing IPOs, marking a 35% increase from the previous year.
- Financial Growth: These IPOs raised approximately $44 billion, which is nearly a 50% increase compared to 2024, despite challenges such as tariff-related volatility and a government shutdown.
Geopolitical Impact: The capture of Venezuelan President Nicolás Maduro by U.S. forces is a significant geopolitical event.
Chevron's Position: Despite the geopolitical shock, Chevron's stock is unlikely to be significantly affected in the near term due to its limited exposure to Venezuela.
Venezuela's Role: Chevron's involvement in Venezuela is historically unique but constitutes a small part of its overall global operations.
Political Constraints: The company's operations in Venezuela are tightly constrained and politically mediated, limiting potential impacts on its broader portfolio.

U.S. Military Action Probability: Betting markets indicate a rising probability of U.S. military engagement in Venezuela, with chances increasing from 29% by January 15, 2026, to 52% by March 31, 2026.
Oil Market Indifference: Despite the geopolitical risks, oil prices remain low, with West Texas Intermediate crude trading around $57 a barrel, reflecting a lack of concern over potential conflict in Venezuela.
Potential Impact of Conflict: Analysts suggest that military intervention could initially boost oil prices due to reduced supply, but the long-term effects would depend on the political outcome in Venezuela.
Disconnect Between Markets: The significant divergence between betting odds for military action and current oil pricing raises questions about whether the market is overlooking a critical geopolitical risk.

Silver Market Update: Silver has reached a new record price, currently trading at $66.27, with potential for a pullback as it is considered overbought. The target for silver futures is noted to be $70.
U.S. and Venezuela Tensions: President Trump's blockade of sanctioned oil tankers in Venezuela could lead to market fluctuations, with potential increases in gold, silver, oil, and stock prices if military action occurs.
Federal Reserve Credibility Concerns: The Fed's credibility is at risk due to ongoing interest rate cuts influenced by political pressure, as highlighted by Atlanta Fed President Bostic's comments on the importance of maintaining credibility in monetary policy.
Investment Strategies and Market Trends: Investors are advised to hold long-term positions while considering protective measures like cash or short-term trades. The article also emphasizes the importance of monitoring money flows in major stocks and ETFs, particularly in the context of the upcoming Consumer Price Index release.







