The Fed's Independence Was Nice While It Lasted Authored by Simon White, Bloomberg macro strategist, Born in the 90s and tested to destruction...
Game Of Drones By Benjamin Picton of Rabobank Geopolitics is in the headlines again today. News that a drone strike on a US military base...
Over the past six months, core inflation has risen exactly in line with the Federal Reserve’s long-run 2% inflation target. When this key measure of...
The coming weeks will likely continue the correction of the trends that began last month. The markets recognize that tightening cycle is over. However,...
When Donald Trump ran in 2016, he said that if he got elected, we would get tired of winning. When it comes to the economy, it...
Logically.AI Of Britain And The Expanding Global Reach Of Censorship Authored by Lee Fang via RealClear Wire, Brian Murphy, a former FBI...
The coming weeks will likely continue the correction of the trends that began last month. The markets recognize that tightening cycle is over. However,...
Sticking The Landing? By Bas van Geffen, Senior Macro Strategist at Rabobank US data further added to markets’ optimism that the Fed may...
Consumers may grumble about inflation, but they're still working and still spending.
- by New Deal democrat[Note: The St. Louis FRED site is down for maintenance, which means unfortunately there are no graphs available to accompany...
Consumers may grumble about inflation, but they're still working and still spending.
The GDP Number Was Great... There Is Just One Huge Problem Earlier today we reported that according to Biden's Bureau of Economic Analysis,...
Consumers may grumble, but they haven't stopped spending.
US PMIs Unexpectedly Soar In January Amid Manufacturing 'Renaissance', But... It's PMI day!! Australia PMI improved on the back of expansion...
Inflation-Risks Upending Trader-Bets Of An ECB Matching Fed-Cuts Authored by Simon White, Bloomberg macro strategist, Inflation in Europe...
Part One of this series highlights how the government's fixation with full employment and the Fed's belief in the faulty Phillips Curve model from 1965...
Profits Do Not Cause Inflation: Causal Fallacies As Economic Disinformation Authored by Peter C. Earle via The American Institute for Economic...
As Delinquencies Spike, Banks Are "Granting Fewer Credit Lines", Fed Analysts Warn Authored by Sam Bourgi via CreditNews.com, With credit...
The popular retail chain says it's worth a whole lot more.
Macy's says it's worth a whole lot more.
Macy's wants more for its iconic retail business than $5.8 billion. Here's why.
The financial commentariat first started to worry about recession in April of 2022 when the spread between the 10-year Treasury rate and the 2-year Treasury...
One of the mysteries of recent times has been the divergence between conditions (say, as measured by the Misery Index) and measured consumer sentiment....
- by New Deal democratLast month I wrote that existing home sales “are likely in the process of bottoming, as they have been in the range of...
VDH: The Hysterical Style In American Politics Authored by Victor Davis Hanson via American Greatness, The post-Joe McCarthy era and the...
Futures Rebound Amid Whispers Of Relief Rally As China Plunge Protection Team Steps In Global stocks and US futures rebounded from three days...
The Australian dollar has stablilized after a nasty tumble this week. In the European session, AUD/USD is trading at 0.6555, up 0.06%. The Aussie ignored...
Beige Book Finds "LIttle Or No Change" In Economic Activity But Optimism Rises On Hopes Of Lower Rates One month after the downbeat November...
Fed Pressing Higher-For-Now Against Market's Lower-And-Sooner Authored by Simon White, Bloomberg macro strategist, Retail sales data today...
From the Fed: Industrial Production and Capacity Utilization Industrial production moved up 0.1 percent in December and declined 3.1 percent at an annual rate in the...