Conference Board Confidence Near Pre-COVID Levels, Inflation Expectations At 13 Year High Following last month's extraordinary divergence between hope (tumbling) and current conditions (soaring), analysts expected...
Would these cyclical plays be worth investing in this week? The post Top Stocks To Watch This Week? 3 Cyclical Stocks For Your Watchlist appeared first...
What's in store for silver in the future? Keith Neumeyer of First Majestic Silver has said he sees the white metal reaching US$130 per ounce. The...
Key Events This Week: Here Come Payrolls The first half of this week will be quiet before the tempo picks up substantially with Thursday's ISM print...
Freedom is the freedom to say that two plus two make four. If that is granted, all else follows. George Orwell, 1984 I have said many...
BofA Crashes The "Transitory" Party: Sees Up To 4 Years Of "Hyperinflation" At the start of May, when observing the avalanche of "higher inflation" mentions on...
Hopes persist that a burst of relocations by tech companies and remote workers will revitalize the American heartland. Recent location announcements by firms such as Google...
The world economy was basically on hold for more than a year due to the coronavirus pandemic (and now variants of the virus that causes COVID-19)....
With the broader market recovering from losses, could these tech stocks be undervalued? The post Good Stocks To Buy Now? 4 Tech Stocks For Your Watchlist...
Pressure appears to be building for the People’s Bank of China (PBoC) to shift its tighter policy rates stance to an easing bias in the coming...
Since the 1980s, slower economic growth in the industrial countries has been accompanied by declining interest rates. They have even turned negative in more recent years....
Nikkei declined 3.3 per cent, while MSCI’s broadest index of Asia-Pacific shares outside Japan… The post Asian stocks fall on Fed stance first appeared on Trading...
Visualizing The Biggest Business Risks In 2021 We live in an increasingly volatile world, where change is the only constant. Businesses, too, face rapidly changing environments...
Diversification – exposure to multiple risky assets to help reduce portfolio risk – can enable a portfolio to thrive in many different market environments. However, after...
Much like "Humpty Dumpty," despite the Fed's best efforts, you can't create permanent inflation from artificial growth. Currently, depending on whether you are "bullish" or "bearish,"...
Copper prices have been trending higher in recent years. What was the highest price for copper and when did the red metal hit that point? The...
- by New Deal democratIn May housing permits (blue in the graph below), including the least volatile single family permits (red, right scale), continued to decline...
"The Fed Has Lost Control" - Peter Schiff Warns Tucker Carlson About Skyrocketing Prices & The Inflation Tax Via SchiffGold.com, Inflation is running hot right now....
Slowly At First... Then All At Once Authored by Lance Roberts via RealInvestmentAdvice.com, Bull markets always seem to end the same – slowly at first, then...
Bull markets always seem to end the same - slowly at first, then all at once. My recent discussion on why March 2020 was a "correction"...
The promise of opportunity—and with it, economic and social mobility—is a central tenet of the American Dream. In his inaugural address, President Biden described a set...
Thanks to central bank largesse, corporate bond markets weathered the depth of the Covid crisis well. Risks to credit markets today appear low with gradually improving...
The government's plan to shake up the national rail system is ambitious. Whether it will be cheaper for the customer – and for the nation – remains to be...
Morgan Stanley: This Is The Biggest Paradigm Shift In Global Macro In The Past Three Years By Chetan Ahya, Morgan Stanley's Chief Economist and Global Head...
This post is a short follow-up to our inflation piece from last night, Inflation In Context: A Liquidity Adjusted CPI Index, which was a bit too wonky,...
Rates, The Dollar, & The Fed's Dis-Inflationary Dilemma Authored by Lance Roberts via RealInvestmentAdvice.com, As we move into the second half of 2021, interest rates and...
The ECB now sees 2021 euro zone economic growth at 4.6 per cent, above… The post European stocks inch to new highs on ECB recovery outlook...
The inflation-is-transitory narrative took a beating in yesterday’s hotter-than-expected report for US consumer prices in May. Even after accounting for so-called base effects (temporary pandemic-related factors...
As we move into the second half of 2021, interest rates and the dollar continue to shape the outlook. Of course, much of the debate focuses...
“Government is a dangerous servant and a fearful master.” — George Washington (attributed) Last Friday, the government reported another disappointing jobs report. Joe Biden said that the tepid increase in...