The outperformance of growth stocks over value stocks since the Great Recession1 has been widely discussed, and many investors are questioning if it is now value’s...
The Bank of Canada held a monetary policy meeting today and announced after its conclusion that the policy remains unchanged. The Canadian dollar was not demonstrating a clear trend after the announcement, falling against...
Poll: 71% Of New Jersey Voters Support Transportation And Climate Initiative “As Part Of The Recovery From The Pandemic” Q3 2020 hedge fund letters, conferences and...
President Donald Trump signed an Executive Order that ensures the U.S. government prioritizes delivery of Covid-19 vaccines to American citizens before sending them to other nations.
The British pound has posted strong gains on Wednesday, making up for this week’s losses. GBP/USD is currently trading at 1.3347, up 0.68% on the day....
By Tobias Adrian, Gita Gopinath, Ceyla Pazarbasioglu In a continuous effort to help countries manage volatile cross-border capital flows, the IMF has taken a major step...
"This Is Astounding": China Is Snapping Up Most Of The World's "Missing" Barrels Of Oil Tyler Durden Tue, 12/08/2020 - 21:45 In almost every oil cycle,...
On Wall Street, it’s out with tech and mega-caps and in with small-caps, cyclicals and value. Investors have been rotating away from the big names that...
By Christian Bogmans and Claire Mengyi Li Español, Français As the world economy emerges from the COVID-19 crisis, the consumption of coal is expected to recover...
The Japanese yen is almost unchanged in the Tuesday session. Currently, USD/JPY is trading at 104.09, up 0.04% on the day. Japan second-estimate GDP beats consensus...
The IMF's Net-Zero Fairy Tale Tyler Durden Mon, 12/07/2020 - 23:00 Submitted by Rupert Darwall, senior fellow of the RealClear Foundation and author of THE CLIMATE...
"More Dangerous Than You Think" - Global Stock Market Cap Tops $100 Trillion For First Time Ever Tyler Durden Mon, 12/07/2020 - 17:34 One hundred trillion...
The housing market has continued to remain a bright spot in the economy, even as other areas continue to struggle amid stay-at-home orders and economic shutdowns....
Expensive Markets Are More Dangerous Than You Think Tyler Durden Mon, 12/07/2020 - 15:30 Authored by Daniel Lacalle, According to JP Morgan, equity markets have not been...
By Fiona Boal, Head of Commodities and Real Assets, S&P Dow Jones Indices. November proved to be a good month for risk assets, including commodities. The...
Recently, Ed Yardeni discussed his view of why another "Roaring 20's" may lie ahead. However, while I certainly can appreciate his always "bullish optimism," there is...
Morgan Stanley: "The Biggest Debate About 2021 Isn't Where The Market Is Going. It's How It Gets There" Tyler Durden Sun, 12/06/2020 - 18:15 By Andrew...
We don’t believe enterprises or consumers will revert to the old ways of doing things when the pandemic subsides. Welcome to the next phase of tech...
Economic growth of a nation is one of the best performance indicators of the leader heading it. The same is true for the U.S. as well....
The rally in energy companies is likely premature. To understand why such may be the case, we have to review a bit of history. In 2013,...
Mauldin: This Was All Predicted 10 Years Ago Tyler Durden Thu, 12/03/2020 - 08:45 Authored by John Mauldin via MauldinEconomics.com, In 2010, the scientific journal Nature published a...
The Chinese yuan is steady in the Thursday session. Currently, USD/CNY is trading at 6.5468, up 0.09% on the day. China PMIs show expansion China PMIs...
Creator Of The Bond VIX: It All Comes Crashing Down After 2025 Tyler Durden Wed, 12/02/2020 - 18:26 By Harley Bassman, creator of the MOVE index,...
ADP reports today that, for the fifth consecutive month, the labor market recovery everyone had hoped for has instead been transformed into something else entirely. According...
The Canadian dollar is almost unchanged in the Wednesday session. Currently, USD/CAD is trading at 1.2937, up 0.03% on the day. The US dollar continues its...
While many emerging market currencies have posted lackluster returns this year, the Chinese renminbi has been a clear outperformer, having appreciated by 5.9% against the US...
The Australian dollar is trading quietly on Wednesday. Currently, AUD/USD is trading at 0.7378, up 0.09% on the day. The Aussie is closing in on the...
Mario Draghi’s sunset retirement festivities weren’t supposed to have gone off this way. Celebrated for his July 2012 “promise” to save the euro, he instead spent...
Absolute Return Partners letter for the month of December 2020, titled, “The Zombies Are Coming.” Q3 2020 hedge fund letters, conferences and more Department stores are...
The Canadian dollar is strengthening against its US counterpart on Tuesday, buoyed by third-quarter economic growth and rebounding manufacturing activity. But the loonie’s rally was capped by sliding crude oil prices amid...