US Futures Slide After China Reopening Disappoints; Yields Resume Rise Global stocks struggled to avoid a second day of declines on Thursday as hints of surging...
Eric Hickman discusses why we should beware of the 4th-Wave of Covid-19. I know everyone is tired of hearing about the virus. Some think it is...
FOMC Minutes Show Fed Sees "Elevated Asset Valuation Pressures", Will Ignore "Temporary" Inflation Factors Bonds and bullion have been battered since the Jan 27th FOMC meeting...
The Canadian dollar is trading lower for a second consecutive day. Currently, USD/CAD is trading at 1.2730, down 0.33% on the day. Canada inflation edges higher...
Blain: Why "Acting Big" Still Won't Cure Much In The Real Economy Authored by Bill Blain via MorningPorridge.com, “The secret of getting ahead is getting started.”...
The US dollar rose against some of its major currency peers in the middle of the trading week as financial markets failed to react positively to strong retail sales data. The greenback has strengthened during the holiday-shortened...
The British pound is trading in negative territory in Wednesday trade. Currently, GDP/USD is trading at 1.3846, down 0.41% on the day. UK inflation rises Inflation...
Futures Rebound From Overnight Lows As Bond Rout Slows US equity futures rebounded from an overnight selloff which dragged Asian and European stocks lower, and which...
Just about the entire world economy is in the grips of reflation. What's reflation? My definition of reflation is when economic activity and prices are all...
Professor of Defence Mental Health, King's College London
Shares in emerging markets were again the top weekly performer for the major asset classes, based on a set of exchange traded funds. Commodities and foreign...
The broader market averages gained more than 1% this week, led by Energy and Technology stocks. The most notable move was in the bond market, where...
Where Energy Modeling Goes Wrong Authored by Gail Tverberg via Our Finite World blog, There are a huge number of people doing energy modeling. In my...
There is still a lot of volatility in the current economic environment. What does this mean for investors during the pandemic? As the calendar flipped to...
In this issue of "Speculative Mania Continues As It 'Goes Up In Smoke.'" Market Review And Update Speculative Mania Continues Two Important Threats Portfolio Positioning #MacroView:...
Bonds & The Dollar Dumped, Black Gold & Bitcoin Pumped A noisy week in US equities (led by Small Caps) after record inflows, ending with the...
Mario Draghi Officially Becomes Premier Of Italy, Names His Top Ministers Update (3:00pm ET): As expected (see below), Mario Draghi has agreed to take over as...
Oil Is Soaring Amid "Supercycle" Chatter Just days after one of our favorite macro strategists, Dylan Grice, predicted that the stage is set for "a bull...
Italian Bond Yields Hit Record Low With Draghi Set To Become New PM As Soon As Today With almost all political parties behind him, Mario Draghi...
Futures Rebound Sharply From Overnight Slump US futures and European markets rebounded from a slump that dragged the Emini as low as 3,890 just ahead of...
In the US, reflation on the back of fiscal stimulus and the exit from lockdowns should lead to modestly higher inflation expectations and nominal bond yields....
Investors AlleyHow To Build a Dividend Portfolio for Passive Income The stock market can pave the road for a comfortable retirement. But many investors don’t put...
Futures Grind Higher After Powell Vows To Keep The Punchbowl Spiked For Years Global shares rose for a ninth day in a row on Thursday, just...
The impact of the coronavirus pandemic on the economy has been widespread. What does this mean for the future? What should people know? Without a doubt,...
Kolanovic: A New Commodity Supercycle Has Begun Having dabbled in the fields of viral epidemiology and presidential polling, JPM quant Marko Kolanovic is set to conquer...
Will The Fed's "Feelgood" Medicine Cause An Economic Collapse? Authored by Barry Brownstein via The American Institute for Economic Research, Dr. Max Jacobson became known as...
Does gold‘s most recent rally and the inflow of capital into silver change the fundamental outlook of the PMs? If so, what about equities? Q4 2020...
Since the beginning of the year, 10-year US Treasury yields have risen to an almost 11-month high as markets anticipate a normalizing economy and further, massive...
A new independent survey of more than 900 UK-based investors has uncovered which assets they will be buying and selling in the coming 12 months. It...
Dollar & Bond Yields Tumble As Core CPI Disappoints, Rent Inflation At 10-Year Lows US Consumer Prices were expected to rise for the 8th straight month...