Market volatility is not going away anytime soon as the ‘buy the dip’ crowd has a new motto, ‘sell the rally’. Today’s stock market rally did...
A large and sudden jump in real interest rates could lead to a further selloff in stocks.
Most commentators are currently preoccupied with large increases in the Consumer Price Index (CPI), which is labeled as inflation. The yearly growth rate of the CPI...
Raw material costs have risen dramatically over the past year.
The US central bank said surging inflation is guiding its decision about when to lift interest rates. Two experts on financial markets explain what might happen...
Turn and Face the Strange Ch-ch-ch-ch-changes Turn and face the strange Ch-ch-changes There’s gonna have to be a different man –David Bowie, “Changes” If you thought...
What we can learn from squatters, climate protestors and desert hippies.
Logistical woes and US sanctions against Belarus added major tailwinds to the potash market in 2021 as prices for the valuable fertilizer component soared to US$650...
One of the U.S. government’s most popular recent programs is the Paycheck Protection Program, or PPP. Congress authorized $800 billion for PPP to provide loans to...
While 2021 was not a good year for emerging asset markets (EM), 2022 may hold positive developments that could turn the region’s markets around. Our investment...
IMF Slashes Global GDP Growth To 4.4% In 2022, Warns On Aggressive Fed Tightening Looking for more proof that the global economy is slowing fast? Then...
A recent survey carried out by CNBC reported that 81% of executives worldwide say AI will play a prominent and critical role in how their businesses...
Economic growth is expected to accelerate in this week’s initial estimate of fourth-quarter gross domestic product (GDP). The Bureau of Economic Analysis appears set to report...
Why The Fed Won't Hike Rates Nearly As Much As Expected Authored by Lance Roberts via RealInvestmentAdvice.com, Rate hikes will be far fewer than the markets...
Back in August 2018, Fortune magazine ran a cover story that received a lot of attention at the time. Titled “The End Is Near,” the feature...
Key Events This Week: FOMC, GDP, Core PCE, And Earnings Galore Given the tough last week for the markets, which saw the Nasdaq 100 do something...
Fixed income outlookIn this Fixed Income outlook, we contrast the Federal Reserve’s forecasts for the US economy against its – modest – projections for the fed...
The threat of COVID may be receding, but the fall-out will continue to affect business in the coming year, requiring strong leadership to navigate uncertain times.
How Much Market Stress Is Enough By Nick Colas of DataTrek Research Topic #1: How bad do capital markets have to get before the Federal Reserve...
Rate hikes will be far fewer than the markets currently expect. Currently, with inflation pushing more than 7%, the highest level in decades, it is not...
Goldman Sees "Risk" Of Fed Rate Hike At Every Meeting, Predicts $2.5 Trillion In Balance Sheet Shrinkage An interesting dynamic has emerged on Wall Street: on...
Don't Believe The Democrats' "Medical Bankruptcy" Narrative Authored by Sally C. Pipes via RealClear Health (emphasis ours), Americans collectively have about $140 billion in outstanding medical...
Rickards: Bad News, I'm Afraid Authored by James Rickards via DailyReckoning.com, The breakdown of global supply chains is well-known by now. Whether it’s finding groceries in...
Earlier this year, debate over the inflation spike in 2021 polarized around the question of whether it was “transitory” or “persistent.” But it turns out that...
Two of the largest challenges society faces today – climate change and social inequality – can benefit from a joint approach, particularly as investors may have...
Lacy Hunt: Negative Real Rates Are A Strong Recession Warning Authored by Mike Shedlock via MishTalk.com, In his 4th Quarter Review and Outlook, Lacy provides some...
Productivity growth allows economies to increase output without increasing inputs and is a key driver of economic growth and of income per capita. However, productivity growth...
If there is a saying that expresses the mood of the market right now, it is “what is old is new again.” In short, the high...
In the US and UK, the recent labor market puzzle can be partly explained by mismatch, the pandemic’s effect on women (in the US) and older...
Over the past few weeks, Fed speakers are bemoaning inflation and voiced their wishes to squash it. They frequently mention how effective their monetary toolbox is...