Three relatively quick observations surrounding today’s UST selloff.1. The intensity. Reflation is the underlying short run basis, but there is ample reason to suspect quite a...
Australia's Yield Curve Control Is On The Verge Of Collapse Three weeks after Australia's central bank announced on Feb 1 an extension to its QE program...
We purchased shares in Scentre Group (ASX:SCG), owner of 42 Westfield shopping malls in Australia and NZ, during the pandemic, when the share price implied an...
Protecting jobs that will be lost anyway is money that could be spent on building the green economy.
Peter Schiff: The Reality That Nobody Wants To Acknowledge Via SchiffGold.com, Interest rates continue to rise. Gold continues to languish. The stock market bubble continues to...
The US dollar weakened on greater confidence in the broader financial markets as the government reported initial jobless claims falling to their lowest levels in three months. A renewed rally in the equities arena, surging Treasurys, and positive...
Tech Tumbles As Yields Surge, Meme Stocks Explode It's not just the surge in meme stocks that is a case of deja vu all over again:...
The reflation trade remains in high gear. For the moment, it’s reasonable to view this trend as a return to the pre-pandemic period, before the coronavirus...
Is Hyperinflation In The Horizon? Authored by Tuomas Malinen via GnSEconomics.com, From time-to-time historically, national authorities have resorted to financing by their central bank to cover...
Overview: After several attempts, the euro has pushed above $1.22, and the Australian dollar has surpassed $0.8000 as the greenback remains under broad pressure against the...
Welcome to the latest edition of The Paper Trail, a monthly compilation of the most interesting, thought-provoking and informative investment research I can find. Housekeeping items:...
A number of central banks responded over the past week to rising bond yields driven higher by reflationary expectations. As a result, the risk that tantrums...
Futures Rebound From Asia Rout, Bitcoin Back Over $51,000
Powell's promise of more of whatever it takes (which is exactly what he has now said consistently for a year) sparked the standard buying panic
Blowing Up The "Everything" Bubble Authored by Lance Roberts via RealInvestmentAdvice.com, Recently, I discussed the “Two Pins That Pop The Bubble,” specifically noting the risk of rising interest...
David Rosenberg: "We're Getting Closer To A Breaking Point" Submitted by Christoph Gisiger of TheMarket.Ch David Rosenberg, Chief Economist & Strategist of Rosenberg Research, worries that...
Investors AlleyAFL Shares Setting Up for a Breakout Insurance stocks like AFL can make a great addition to your stock portfolio as the business has the...
The New Zealand dollar has posted small gains in the Tuesday session. Currently, NZD/USD is trading at 0.7313, down 0.22% on the day. Retail Sales slide...
If This Isn't A Blow-Off Top... Authored by John Rubino via DollarCollapse.com, Financial history includes plenty of extreme years. That’s not surprising, since we’re emotional beings...
The Swiss franc fell today as continuously rising yields and risk appetite made investors less interested in currencies considered to be safe. The Swissie lost even to the Japanese yen — another currency considered to be...
Global stocks, US equity futures and cryptocurrencies all tumbled on Tuesday as the recent surge in inflation, bond yields and commodity prices continued to hammer technology...
Overview: Rising rates continue to spur a rotation and retreat in stocks. Yesterday the NASDAQ sold-off by nearly 2.5% while the Dow Industrials eked out a...
Inflation Phases: From Deflation Repair To Inflation Despair In a new note out of Goldman's Christian Mueller-Glissmann, the strategist looks at the impact of inflation on...
UK Political Risk: "The Mood Is Changing" Authored by Bill Blain via MorningPorridge.com. The mood is changing. There is a great line from John Authers in...
Recently, I discussed the "Two Pins That Pop The Bubble," specifically noting the risk of rising interest rates and inflation. However, the real threat is not...
Dollars Are Flooding Into China At A Record Pace The capital outflows from China that prompted the country to engage in a shock devaluation are a...
The New Zealand dollar has kicked off the trading week with considerable gains. Currently, NZD/USD is trading at 0.7328, up o.46% on the day. New Zealand...
Investors can still find value in the European high-yield bond market even after a more than volatile 2020 in which risk premiums fell. While the starting...
Futures Tumble, Cryptos Crumble As Yield Blowout Accelerates After a week when everyone was focusing on the i) blowout in bond yields and ii) how much...
Overview: Higher interest rates, driven by inflation expectations, is forcing an adjustment to equity markets. The S&P 500 is poised to gap lower today following slides...