China Sets Economic Growth Target At Around 5% This Year, Will Boost Defense Spending By 7.2% China will target economic growth of "around...
Part One of this series led with a graph from Apollo Global Management implying that we are embarking on an inflation rollercoaster for the next ten...
Over the past six months, core inflation has risen exactly in line with the Federal Reserve’s long-run 2% inflation target. When this key measure of...
The resilience of the US economy in 2023 was a surprise for some (many?) economists. From the start of last year through the first half, and...
Non-U.S. equities, including emerging markets (EM) equities, are likely beneficiaries of falling interest rates in the United States and the dollar weakening...
Market narratives have been around for ages. However, the internet and, more recently, social media allow narratives to spread much quicker. Accordingly,...
Emerging markets (EMs) have regained their footing in 2023, but the recovery from October 2022 lows has been anything but uniform across individual markets....
China has a lot of vacant retail space, including many underused shopping malls. An urban policy scholar describes how the Chinese are rethinking what...
In 2023, the global economy defied widespread expectations of a recession and falling interest rates. Instead, the United States, Japan, and, to a lesser...
In February 2023, we wrote Janet Yellen Should Focus On HOPE. The article walks through Michael Kantrowitz’s HOPE model. HOPE, or Housing, New Orders...
In October, the markets were down 10% from the July high, bond yields were touching 5%, and talk of a coming recession was rampant. What happened?...
IEA: Oil Market "On Tenterhooks" Over Hamas-Israel War By Tsvetana Paraskova of OilPrice.com The oil market is on edge over the escalation...
From LTCM To 1966 - The Perils Of Rising Interest Rates Authored by Michael Lebowitz via RealInvestmentAdvice.com, Based on some comments,...
Based on some comments, it appears we scared a few people with A Crisis Is Coming. Our article warns, "A financial crisis will likely follow the...
The Psychology Of Inflation: What Makes You Say, "No Way Am I Paying That"? Authored by Charles Hugh Smith via OfTwoMinds blog, Value varies....
I am writing this personal letter to Crescat’s clients and followers ahead of our regular monthly research letter to literally ... Read more
US The month started with a bang with the US jobs report but the following week is looking a little more subdued, starting with the bank...
Conference Board Economic Forecast: Looking into 2024, we expect the volatility that dominated the US economy over the pandemic period to diminish. In...
Last week’s ‘Intergenerational Report 2023’ released by Treasurer Jim Chalmers, underscores a pivotal shift: as Australia ages, the market emphasis...
Government Bonds Or Stocks - Which Is A Better Choice Now? Authored by Lance Roberts via RealInvestmentAdvice.com, Government bonds or stocks?...
Government bonds or stocks? If you were picking an asset class to outperform over the next 18-24 months, which would you choose? Such was an interesting...
- by New Deal democratNo important economic data today, so let me elaborate on the matter of “immaculate disinflation,” i.e., the decline in inflation...
Distressed investing is often characterized as a cyclical strategy dependent on macroeconomic factors that focuses primarily on the undervalued distressed...
Monetary Vs Fiscal Dissonance... And The Return Of QE Authored by Kevin Smith and Tavi Costa via Crescat Capital, Monetary and fiscal authorities...
- by New Deal democratReal personal spending faltered in May, and real total sales continued to falter in April, as of this morning’s report; while...
No Collapse Is The Real Dystopia Authored by Robert Stark via Substack, So far the 2020s seem more chaotic than previous decades. Based upon...
Follow the trend to understand Friday's jobs data, which showed 339,000 jobs were created in May while the unemployment rate increased.
As we convene in remembrance on this Memorial Day, we pause to honor the extraordinary courage of the men and ... Read more
US Services PMI Soars To 13-Mo Highs, Manufacturing Tumbles Back Into Contraction After an ugly wave of manufacturing PMIs across the euro-zone...
There's A Greater-Than-50% Chance AI Wipes Out All Of Humanity By 2050, One Advisory Finds In late March, no lesser mortal human beings than...