Could monetary conditions be supportive of the "soft landing" scenario? While the "recession" versus "no recession" debate rages, there is a precedent...
Senate Rubber Stamps Debt Ceiling Band-Aid; Biden To Sign Into Law 'As Soon As Possible' As expected, Chuck Schumer's Senate was a lock for...
We have been optimistic about the prospects for equities this year despite fears of recession. And even though investors have listed a deeply inverted...
These Five Niche Commodities Signal China's Recovery Faltering China's economic recovery from draconian zero-Covid controls is faltering....
Watch Yield Curve For When Stocks Begin To Price Recession Risk Authored by Simon White, Bloomberg macro strategist, US large-cap indices...
China’s share of global gross domestic product (GDP) shrank to just 5% in 1978, but a series of market reforms supercharged the country’s economic...
In Latin America, China Gets Down To Business As U.S. Dithers Authored by Addison Graham via RealClear Wire, Before COVID-19 raged through...
https://bondvigilantes.com/wp-content/uploads/2023/05/1-emerging-market-growth-1024x576.pngOne of the key motivations for investing in emerging markets...
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June is a pivotal month. The US debt-ceiling political drama cast a pall over sentiment even if it did not prevent the dollar from rallying or the...
The Treasury Bond - It's Time Has Likely Come Authored by Lance Roberts via RealInvestmentAdvice.com, I received many emails and questions...
I received many emails and questions on “why” we are adding the U.S. Treasury bond to our portfolios. The question is understandable, given its dire...
Growing global demand and supply cuts point to a potential reversal in oil markets Global oil demand is projected to reach 102 million barrels per day...
The conditions placed on countries borrowing money from the International Monetary Fund have further disadvantaged these countries economically.
Velocity And Money Supply - Inflation's Dance Partners Authored by Michael Lebowitz via RealInvestmentAdvice.com, Most people think the nation’s...
Most people think the nation's money supply is the sole cause of inflation. They fail to realize inflation has two equal dance partners. The money supply...
Since rates commenced rising, we have been tracking the consumer closely, waiting for the inflection point where inflation and higher mortgage commitments...
Not only is degrowth is not the same as negative GDP growth, it is actually better for the planet.
In November 2019, members of our global equity team traveled to India to meet with management teams of more than 80 companies, gathering insights on India’s...
At the turn of the millenium, the concern was that the US was paying off the debt too quickly! Here are a few excerpts from a...
The End Game For The Debt Ceiling By Howard Wang of Convoy Investments The US debt ceiling crisis Currently there is considerable political...
● The Yellow Pad: Making Better Decisions in an Uncertain World Robert E. Rubin Review via The Wall Street Journal These are uniquely uncertain times,...
Is The Worst Behind Us? Authored by Lance Roberts via RealInvestmentAdvice.com, Monetary Support Suggests Bear Market Is Possibly Over Could...
Could massive monetary support have softened the deep bear market many expected? It is an interesting question. Particularly given the Fed has hiked rates...
Investors neglected UK equities in recent years, as they barely trade above post-pandemic levels. In contrast, the US stock market rallied in response...
We have been vocal that long-term Treasury bonds are an excellent investment at current yield levels. However, timing the purchase of bonds will prove...
Friday May 12 we had the annual Hoover monetary policy conference. Hoover twitter stream here. Conference webpage and schedule here. As before, the talks,...
We recently published a blog post I wrote entitled, ‘Why I think tech and small caps could rally this year’. In that post I explained the...
Can UK business compete in an international green subsidy race?
Price ActionClearly, the most important aspect of the stock market is price action. That's where it all begins. Currently, I like the daily and weekly...