The ECB is expanding its pro-growth and pro-inflation asset purchases and allowing the buying programme to run for longer. The objective is to safeguard favourable financial...
At its last meeting in 2020, ECB President Christine Lagarde announced a strong expansion of its stimulus program to fight Covid.
* Few signs of progress in Congress on passing coronavirus relief bill * US close to approving Covid-19 vaccine * US expected to sanction Turkey after...
Logica Capital commentary for the month ended November 2020, discussing inflation breakevens. Q3 2020 hedge fund letters, conferences and more Logica Absolute Return – Up/Down Convexity...
In 2020, the secondary market played a pivotal role. In the year ahead, it remains to be seen whether actions the Fed took will be enough...
Public pension funding could be in trouble due to the recession caused by the COVID-19 pandemic, which has put the squeeze on state and local governments....
Peter Schiff: The Bond Market Is Broken Tyler Durden Wed, 12/09/2020 - 13:08 Via SchiffGold.com, A lot of pundits and analysts insist inflation isn’t a problem because the...
Gundlach Asks "Why All The BLM Protests Disappeared One Week Before The Election" Tyler Durden Wed, 12/09/2020 - 11:55 In his latest, roughly 80 minute DoubleLine...
ECB Preview: Here Comes Another €500 Billion In QE Tyler Durden Tue, 12/08/2020 - 22:25 Last March, the ECB's then-brand new boss Christine Lagarde sparked a...
"No End In Sight": Watch Gundlach's DoubleLine Webcast Tyler Durden Tue, 12/08/2020 - 16:17 It's been a few months since Gundlach last held one of his...
Are We In A "New Normal"? Tyler Durden Tue, 12/08/2020 - 16:27 Authored by Tuomas Malinen via GnSEconomics.com, The past two years have been especially brutal...
Margin Debt Confirms Market Exuberance Tyler Durden Tue, 12/08/2020 - 14:00 Authored by Lance Roberts via RealInvestmentAdvice.com, During the past couple of weeks, I have discussed...
Overview: Three brinkmanship dramas continue to play out. The UK-EU trade talks have reportedly made little progress and may have even moved backward, according to some reports,...
2021 Will Be A "Reality Check On Extend-And-Pretend" - Saxo Bank Unveils Its 'Outrageous Predictions' For The Year Ahead Tyler Durden Tue, 12/08/2020 - 08:35 Via...
During the past couple of weeks, I have discussed the rising levels of bullishness in the markets. We have pointed to indicators like extreme investor positioning,...
Bank Of Japan Is Now The Biggest Owner Of Japanese Stocks With $434 Billion Portfolio Tyler Durden Mon, 12/07/2020 - 19:25 The Japanification of Japan continued...
"More Dangerous Than You Think" - Global Stock Market Cap Tops $100 Trillion For First Time Ever Tyler Durden Mon, 12/07/2020 - 17:34 One hundred trillion...
The BIS Issues A Dire Warning: "We Are Moving From The Liquidity To The Solvency Phase Of The Crisis" Tyler Durden Mon, 12/07/2020 - 18:10 There...
Expensive Markets Are More Dangerous Than You Think Tyler Durden Mon, 12/07/2020 - 15:30 Authored by Daniel Lacalle, According to JP Morgan, equity markets have not been...
Bonds & Bullion Bid As Stocks Skid On Stimulus/Vaccine Stumble Tyler Durden Mon, 12/07/2020 - 16:01 For a few brief moments today, stocks rallied to record...
M2 Money Stock – Weekly % Year-on-Year Change Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate. ...
Peter Schiff: The Fed Is Fighting Fire With Fire Tyler Durden Mon, 12/07/2020 - 13:50 Via SchiffGold.com, The US dollar has been showing significant weakness over...
Logos LP commentary for the month of December 2020, titled, “The Myth of Icarus.” They discuss cycles vs. bubbles, the next COVID-19, bitcoin could replace gold,...
Futures Slide On Fresh Brexit Turmoil, US-China Tensions Tyler Durden Mon, 12/07/2020 - 08:01 After opening at a new all time high on Sunday evening following...
The recent bull run in the major asset classes continued last week as foreign high-yield bonds and US real estate investment trusts (REITs) shared first place...
Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate. Not so stunning to see the stock market...
Morgan Stanley: "The Biggest Debate About 2021 Isn't Where The Market Is Going. It's How It Gets There" Tyler Durden Sun, 12/06/2020 - 18:15 By Andrew...
Why Central Banks Will Double-Down On 'Lending Schemes' Tyler Durden Sun, 12/06/2020 - 09:20 Authored by Huw van Steenis, op-ed via The Financial Times, Of all...
The dollar's decline accelerated and broadened last week. It convincingly broke out of its recent ranges. Tactically, we did not expect the sustained break ahead of...
The broader U.S. market averages rallied about 2% this past week, led by the Energy and Technology sectors. Outside of stock prices, bonds and the U.S....