At first sight, the direction of financial markets in July might have come as a surprise: global equities posted their sixth consecutive monthly gain despite a...
The problem In March 2020, at the start of the COVID-19 pandemic in the U.S., investors pulled more than $100 billion out of corporate investment-grade and...
If insanity is doing the same thing over and over and expecting different results, what does that say about the EU?
According to the project team, it is approaching the 10th generation with roughly 1 billion molecules formed. The decentralized computing power-sharing network Golem has partnered with...
The projected risk premium for the Global Market (GMI) held steady in July at an annualized 6.0%, unchanged from the previous month. That’s a comparatively elevated...
"With Asset Prices So Frothy"... Former RBI Governor Fears Dangers Of Endless QE Authored by Raghuram Rajan via Project Syndicate, With asset prices so frothy, it...
It’s been a little too on-the-nose. Claiming only a minimum level of dramatic license here, what we have continuing toward an uneasy future is a case...
Fear that the spread of the Delta mutation of the covid would disrupt the global economy spurred the unwinding of risk-on positions. Interest rates fell, and...
World's Largest Pension Fund Slashes US Treasury Exposure By Record Amount The world's largest pension fund, Japan’s Government Pension Investment Fund, made a record cut to...
Stealth QE Is Over: Treasury Projects Adding $350BN In Cash By Dec 31, Reversing "Liquidity Tsunami" Three months ago, at the start of May when the...
Despite some sloppy trading action and some sluggishness in the market's breadth, there may be some good news developing in the options market, which could bode...
Overview: Risk appetites snap back after easing in the waning hours last month. The MSCI Asia Pacific equities jumped back after dropping 1.8% last week for...
In this 07-30-21 issue of "Market Rally Continues As Earnings Beat Estimates." Market Rally Continues The Mirage Of Strong Earnings GDP Eclipses Pandemic Level Portfolio Positioning...
Three macro considerations are shaping the investment climate: the evolution of the virus and the response, the timeframe of the Fed's tapering, and China's broad regulatory...
North Asian equity heavyweights have deviated from the price action on Wall Street overnight, heading directly South this morning. Mainland China, Hong Kong, Japan and South...
The market has levelled out this week with the S&P 500 hovering about the 4,400 mark. Investors are concerned for a number of... Read More... The...
Overview: More constructive signals from Chinese officials and a Federal Reserve that is gradually moving toward slowing its bond purchases have had a beneficial impact on...
Contrarian investing includes ways to profit from gold for investors willing to consider an asset that has been out of favor in recent times. One hotspot...
Futures Slide As Asian Stocks Plunge To 2021 Lows Futures swung from all time highs to losses during the European session and then rebounded again as...
I’m not sure about the last time such a divide over the direction of interest rates and bond yields existed, but the present situation is one...
Crypto lending offers powerful advantages when compared with the status quo, including more competitive interest rates and flexible terms. Lending has been around in some form...
The Delta variant of the virus has emerged as an important economic force, just as more countries appeared to adopt the attitude that we should now...
Overview: The combination of the dovish ECB's forward guidance and the unexpected rise in weekly US jobless claims to a two-month high sent bond yields tumbling. ...
"This Is Strange": Goldman's Risk Appetite Indicator Crashes Just As Stocks Explode To Record High Something strange is going on in the market: after a brief...
Students' academic worries persisted through the pandemic. A developmental scientist offers tips to support young people heading back to school.
Overview: The rally in US shares yesterday, ostensibly fueled by strong earnings reports, is helping to encourage risk appetites today. The MSCI Asia Pacific Index is...
Despite representing a relatively small proportion of sustainable bond issuance today, sustainability-linked bonds are rapidly becoming more popular. Xuan Sheng Ou Yong looks at these performance-linked securities and...
Blain: Markets Are Ignoring The New Inflation Reality Authored by Bill Blain via MorningPorridge.com, “Nothing beside remains. Round the decay of that colossal wreck…” Markets have...
CK is still in the fight of her life. Again, we ask that everybody, everywhere please bring all and whatever you got in the form of...
"I think that my belief is that there will be (silver) shortages by next year — I think it's going to get much more difficult to...