The Trolley-Car Problem, Part 1: The Fed's Predicament Authored by Michael Lebowitz via RealInvestmentAdvice.com, An unstoppable trolley...
Futures Flat As Traders Brace For Latest FOMC Minutes After yesterday's remarkable U-turn in US stocks which tumbled at the open only to recover...
An unstoppable trolley car is barreling down the track. As the switchman, you stand at the junction where the track branches into two and you must...
"Many Unholy Trinities" - ECB Failure Is (Almost) Guaranteed By Elwin de Groot, head of macro strategy at Rabobank After last week’s recession...
Will developments in technology, geopolitics, and the financial market reduce the dollar’s important roles in the global economy? This post updates...
Perspective: per·spec·tive | pər-ˈspek-tiv b: the capacity to view things in their true relations or relative importance Merriam-Webster...
Key Events This Week: All Eyes On Payrolls It was another rollercoaster week - the 11th drop in the past 13 - which however ended with...
Futures Rebound On Report Biden To Roll Back Chinese Tariffs Soon After Friday's torrid surge, which some speculated was due to pension funds...
Off Campus Texas A&M Housing With "Resort Style" Rooftop Pool Defaults On Debt Payment Who could have possibly thought, amidst all this...
US stocks can’t muster up a meaningful rally heading into the long weekend as recession worries grow after the ISM manufacturing report fell to a two-year...
"Worst Start Since 1788": A Closer Look At The Catastrophic First Half Performance As discussed yesterday... Worst first half for stocks...
As inflation has taken center stage, markets have gone into retreat globally, and across asset classes. In 2022, as bond rates have risen, stock prices...
The major central banks were slow to respond to price pressures as the economies emerged from the unprecedented depths of the Covid crisis. They have pivoted...
Futures, Yields Slide In Recessionary Start To New Quarter As DB's Jim Reid puts it "if you want the good news this morning it's that H1...
Overview: Equities fell hard in the Asia Pacific region, with Taiwan’s 3.25% drop leading the move. It manufacturing PMI fell below 50 for the first...
Bitcoin price action will seal monthly losses over 40% for the first time in 11 years if it closes at $19,000. Bitcoin (BTC) drifted...
Stocks, Cryptos Tumble To Close Out Catastrophic First-Half It was supposed to be a 7% ramp into month-end on billions in pension fund residual...
Consumer confidence in Germany never really picked up all that much last year. Conflating CPIs with economic condition, this divergence proved too big...
Futures Slide Amid Renewed Recession Fears After China Doubles Down On "Covid Zero" One day after futures ramped overnight (if only to crater...
ECB To Launch "First Line" Of Bond Crash Defense On Friday, Same Day QE Ends For all those curious what the ECB's "anti-spread tool", meant...
Futures, Commodities Jump After China Cuts Quarantine US stock futures rebounded from Monday's modest losses and traded near session highs...
The long-standing claim that bitcoin is a hedge against inflation has come to a fork in the road as inflation is soaring, but the bitcoin price...
Why Government Anti-Inflation Plans Fail Authored by Daniel Lacalle, Governments love inflation. It is a hidden tax on everyone and a transfer...
Repo Funds Rate Indices reveal that the UK repo market may provide insight into what to expect once ECB rates increase.
Futures, Global Markets Rally, Bonds Slide As Traders Turn More Bullish Following the best week for stocks in one month, global stocks extended...
The pendulum of market sentiment swings dramatically. It has swung from nearly everyone and their sister complaining that the Federal Reserve was lagging...
This week’s HW+ member spotlight features Ben Bernstein as he shares why it’s an interesting time to be tracking the housing market and all of the...
Overview: Equities are higher and bonds lower as the week's activity winds down. Asia Pacific markets rallied, paced by more than 2% gains in Hong Kong...
Historically seen as a safe have asset, the gold price typically rises sharply during periods of economic stress and geopolitical uncertainty. It also...
Kyoto, Japan — Humans have evolved as social animals. From childhood, we are taught the benefits of forging ties and being empathetic as a strategy for...