A prolonged Covid-lockdown of Shanghai could cause longer-than-expected disruption to global supply chains and raise inflationary pressure. As one of China’s...
A Plethora Of New Macro Trends Via Crescat Capital, We are currently experiencing profound changes in the global economy that are likely...
The First Bank To Forecast A US Recession Now Warns To "Prepare For A Hard Landing" Two weeks after Deutsche Bank became the first "credible"...
While no systemic event has materialized so far, the balance of risks has tilted more firmly to the downside.
The effects of the war will propagate far and wide, adding to price pressures and exacerbating significant policy challenges.
IMF Slashes Global Growth Outlook, Blames Putin; Fears 'Social Unrest' & 'Global Instability' Echoing The World Bank's pessimistic perspective...
Overview: Most centers are closed for holidays today. The Asia Pacific equity markets there were open moved lower following the losses on Wall Street...
Ukraine War Revives Supply Chain Crisis By Maartjie Wijffelaars and Erik-Jan van Harn of Rabobank Summary The Ukraine war has sparked another...
The countries’ weight in global trade is relatively small, but outsize exports of raw and semi-finished goods may portend price hikes across a variety...
As expected, the U.S. headline inflation rate for March was punchy (possibly a short-term peak for the annual rate, at least), although core moderated. I am...
Russian April Oil Output Drops Most In Two Years Even As Cargoes Of Far East Sokol Crude Sell Out In the month-and-a-half since Russia invaded...
Futures Rebound From Two-Day Plunge As Yield And Oil Rise U.S. index futures edged higher, along with European shares, after the sharpest...
Futures, Treasuries Tumble On Fed Tightening Fears As FOMC Minutes Loom There is a scene in My Cousin Vinny where Joe Pesci's puzzled wannabe-lawyer...
Commodity Crucible: US Coal Hits Record High As French Power Prices Go Limit Up If one pretends hard enough that the Ukraine war isn't sending...
Bailouts are the root cause of the dysfunction of capitalism and the demise of free markets. Over the last decade, the rise of wealth inequality and...
There's an old Wall Street maxim that the cure for high commodity prices is high commodity prices. As prices rise two things will generally limit the...
The Inflation Disaster Is Collateral Damage From Lockdowns Authored by Jeffrey Tucker via The Brownstone Institute, The outrageous prices...
We were so close. Just when Covid-19 appeared to be fading, the largest military conflict since World War II broke out in Eastern Europe leading to...
Next Inflation Shock Comes From Resource Nationalism By Valerie Cerasuolo, Bloomberg Markets Live commentator and reporter First there was...
US Equity Futures Reverse Overnight Decline, Turn Positive As Oil Surges U.S. equity futures and European bourses stocks reversed modest...
Rally Fizzles As Futures Slide Ahead Of $3.5 Trillion OpEx After a torrid three days which pushed US stocks up almost 6%, the best 3-day run...
The Federal Reserve yesterday raised the USA’s base interest rate by 0.25% for the… The post Fed raises rates and indicates another 6 hikes probable...
CEO Of Top Consumer Investment Firm Warns 1970s-Style Stagflation To Return The invasion of Ukraine and the events that have followed, especially...
Pozsar's "Margin Call Doom Loop" Prediction Comes True As Trafigura Faces Billions In Margin Calls While there have been occasional stories...
Rate hikes expected as inflation keeps rising It’s been another volatile week in financial markets with events in and around Ukraine continuing to dominate....
Gold price rose to its highest level since August 2020 at $2,070.88 on Tuesday. At that level, it was only about $5 shy of its all-time high...
Cathie Wood Admits Defeat On $12 Bearish Oil Target As Prices Top $120 Cathie Wood's 2020 bearish oil prediction has backfired, after saying...
Overview: The capital and commodity markets are becoming less orderly. The scramble for dollars is pressuring the cross-currency basis swaps. Volatility...
Futures Take Cover As Commodities Go Apeshit US stock index futures were flat on Thursday as investors assessed the impact of a surge in...
Luongo: Opening Salvos Thrown, What Are Putin's Next Steps In Ukraine? Authored by Tom Luongo via Gold, Goats, 'n Guns blog, Last week I...