Stocks Jump On Vaccine Rollout, Hopes For Bipartisan Stimulus Bill Tyler Durden Mon, 12/14/2020 - 08:05 US equity futures jumped alongside European markets on Monday amid...
In a recent interview, Dr. Robert Shiller justified "sky-high" stock prices by using a measure called the "Earnings CAPE yield" or ECY. To wit: "There has...
The Renminbi Will Gain Wider Use Globally, Gavekal's CEO Says Tyler Durden Sun, 12/13/2020 - 20:35 Authored by Resham Kapadia via Barrons.com, Louis-Vincent Gave, CEO of...
The 'Hannibal Trap' Will Crush Global Wealth Tyler Durden Sun, 12/13/2020 - 18:05 Authored by Egon von Greyerz via GoldSwitzerland.com, Is the global investment world about...
Prospects For The UK & The Pound Tyler Durden Sun, 12/13/2020 - 07:00 Authored by Alasdair Macleod via GoldMoney.com, This article assesses the likelihood of the...
American companies have raised almost $1 trillion in the U.S. corporate bond market since March. Based on Compustat data, these companies employ more than 16 million...
Liquidity could remain challenged, but valuations may be attractive for long-term investors.
CloseCloseCloseStocks plunge into a bear market as the viral outbreak threatens to devastate the economy.Healthcare has performed relatively better than the broader market which already has...
2020 Is Ending With 93% Of Global Economies Contracting... And With Markets At All Time Highs Tyler Durden Sat, 12/12/2020 - 21:00 As BofA's European credit...
In this issue of "Irrational Exuberance - The Bulls Remain In Control." Bullish Bias Continues The Disposition Of Risk And Control Portfolio Positioning Update MacroView: The...
The Canadian dollar weakened against its US peer to close out the trading week, with energy prices and producer prices coming into focus. The loonie is still on track to record a modest weekly...
Blain: How Bonkers Is This World? Tyler Durden Fri, 12/11/2020 - 10:18 Authored by Bill Blain via MorningPorridge.com, “A price is just a price… it's a...
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...