Powell To Face Pressure On Rates From Democrats, Bank Rules From Republicans Authored by Mike Shedlock via MishTalk.com, Fed Chair Jerome...
When Complex Systems Collide Authored by James Rickards via DailyReckoning.com, At some point, systems flip from being complicated, which...
What's Next When Policy Makers Can No Longer Hide Their Sins? Authored by Matthew Piepenburg via VonGreyerz.gold, It’s almost comical to...
Rarely are officials able to achieve the proverbial economic soft-landing when higher interest rates help cool price pressures without triggering a significant...
Investors Finding It Increasingly Pointless To Be Bearish By Jan-Patrick Barnert and Michael Msika Investors are finding it increasingly...
Overview: The dollar is mixed as the market awaits the US personal consumption expenditure deflator, which is the measure of inflation the Fed targets....
Overview: A less hawkish Reserve Bank of New Zealand and a slightly softer than expected January CPI from Australia appears to have sparked a broad US...
Yen Doesn't Buy The BOJ Narrative Just Yet, But It Will By Ven Ram, Bloomberg markets live reporter and strategist There seems to be growing...
Stock Bull Market Might Just Be Getting Started, But... Authored by Simon White, Bloomberg macro strategist, The rally in equities might...
Fed And Treasury Ensure Dollar Downside Is Ahead Authored by Simon White, Bloomberg macro strategist, The Fed’s pivot in December and the...
This Is Nuts – An Entire Market Chasing One Stock Authored by Lance Roberts via RealInvestmentAdvice.com, “When you sit down with your...
"There's An Odd Chill In The Air" - Dallas Fed Respondents Warn Of "Pending Doom" For the 22nd straight month, The Dallas Fed's Manufacturing...
Key Events This Week: All Eyes On Core PCE Amid Deluge Of Fed Speakers After a relatively quiet week on the data front, things start to...
A Blue State Exodus: Who Can Afford To Be A Liberal By Mish Shedlock of MishTalk Is the blue state exodus from California, New York, and...
Luongo: Why War Bonds Are Returning In Europe Authored by Tom Luongo via Gold, Goats, 'n Guns blog, After a mostly peaceful Security Conference...
The US dollar and interest rates appear to be at an inflection point. Much of the past several weeks have been about correcting the overshoot that...
Positioning Is Worrying And Nobody Seems To Care By Jan-Patrick Barnert and Michael Msika, Bloomberg Markets Live reporters and strategists The...
The Fed's Big Problem, There Are Two Economies But Only One Interest Rate Authored by Mike Shedlock via MishTalk.com, On average, the economy...
What are the choices for monitoring and estimating recession risk? Slightly lower than the number of stars in the universe. Ok, I’m exaggerating, but...
* ‘Soft landing’ debate for US economy in focus again after latest reports * New signs emerge that America’s shale-oil boom is peaking * US says...
Justin Ho of Marketplace discussed the implications of the import/export price release Thursday. My view was that pass through into import prices was low...
"Civil War, Nuclear War, Economic Collapse... Maybe All Three?" Authored by James Howard Kunstler via Kunstler.com, Speed... and... Action “It’s...
Fed Chair Powell Just Said The Quiet Part Out Loud Authored by Lance Roberts via RealInvestmentAdvice.com, Regarding the surprisingly strong...
From the Fed: Industrial Production and Capacity Utilization Industrial production edged down 0.1 percent in January after recording no change in December. In January, manufacturing output...
Overview: The foreign exchange market is quiet. The Lunar New Year holiday shut most Asian markets. That, coupled with the light news in Europe, have...
The markets are still correcting from the overshoot on rates and the dollar that took place in late 2023. The first Fed rate cut has been...
The 10 year Treasury Note yield fell 13 basis points last week, a move that would not normally rate any mention whatsoever, but the path of...
Powell Tells 60 Minutes Fed "Not Likely" To Cut In March, Calls Americans Lazy In his highly anticipated 60-Minutes interview, Jerome Powell...
Powell believes the Fed can wait until it sees more labor damage before cutting the Federal Funds Rate or moving toward a neutral policy stance.
Mortgage rates were volatile last week after the jobs report and the Fed meeting. What should we expect this week?