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...
I had to do a double-take recently when reading a CNBC headline that stated: "The only reason to be bearish is there’s no reason to be...
The Next Commodity Supercycle By Variant Perception There are three big drivers of the commodity supercycle: The long era of monetary-policy dominance is over, leading to...
The Swiss franc was among the weakest among major currencies on the Forex market today, along with the US dollar and the Japanese yen — other currencies considered to be safe. That suggests that risk...
Futures Rebound As Yields Stabilize, Overheating Fears Fade US equity futures faded yesterday's weakness and rebounded from overnight lows, as European stocks snapped their longest streak...
Hickman: 4th-Wave Of COVID-19 Will Push Rates To Zero Authored by Lance Roberts via RealInvestmentAdvice.com, Eric Hickman discusses why we should beware of the 4th-Wave of...
Lumber Futures Hit Record High $1000 (As Gold Slumps To 7-Month Lows) As Building Permits explode higher (driven by multi-family units)... Source: Bloomberg The demand for...
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...
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...
Government bond yields crept higher overnight, notably in the United States where the US 10-year rose above 1.30%, and the 30-year consolidated above 2.0%
Kraft Heinz, Conagra Will Start Passing On Soaring Food Costs To Consumers Stagflation for the masses? Cost of living is about to soar and all the...
World Stocks Hit Longest Record Streak In 17 Years As Yields Surge China may still be closed, and the US is returning from President's Day holiday,...
China may still be closed, and the US is returning from President's Day holiday, but global stock markets haven't missed a beat
US cash markets may be closed for holiday (as is China and Hong Kong) but futures are up and running
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 New Zealand dollar was rather soft today, opening sharply lower and struggling to regain its footing. That is despite the market sentiment that was supportive of riskier currencies linked to commodities,...
Oil Surges To Jan 2020 Highs Amid Permian Freeze, Supercycle Chatter While the US cash market may be closed for holiday tomorrow, world traders aren't wasting...
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...
JPMorgan Predicts That The Biggest Short Squeeze Yet Begins Next Month
Commodities and Cryptos
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...
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...
The world's most advanced economies will incur half the total costs associated with a failure to vaccinate poorer nations, which could exceed $4 trillion if only...
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...
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...
Platinum Soars To Six Year Highs Amid Supply Shortage, Industrial Demand Hope The epidemic of catalytic converter theft should have been the most recent tell; but...
First Eagle Investment Management’s market overview for the fourth quarter ended December 2020, discussing gold as a potential hedge. Q4 2020 hedge fund letters, conferences and...
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...