The Issue: The Medicaid program is uniquely situated to support both health insurance coverage and economic recovery during the pandemic. Its enrollment increases during economic downturns...
Studies in this week’s Hutchins Roundup find that people value their time at about 75% of the average after-tax wage, macroprudential policies raise the natural rate...
The US dollar extended its bearish pattern against many of its major currency counterparts on Thursday. The US government reported a larger-than-expected increase in the number of Americans filing for unemployment benefits. The buck was also...
In June of 2020, three months after the COVID pandemic began in earnest in the United States, we wrote a report suggesting that the public health...
If you're worried about taxes (and who isn't?), consider these ideas for 2020 and beyond. Daily, I communicate with professionals, mentors, and people who inspire me....
There Are Three Things That Can Kill The "Perfect Reflation Trade": Lessons From Two World Wars Tyler Durden Wed, 12/16/2020 - 21:10 By Michael Every of...
New Jersey Economic Recovery Plan Praised by State’s Largest Union for Grocery Workers as Strong Investment in Low-Income Communities Hit Hard by COVID-19 Q3 2020 hedge...
The FHFA released its affordable housing goals for Fannie and Freddie, which will remain unchanged from 2018-2020 benchmarks and will only last through 2021. The post...
Every December, as Congress is wrangling over an omnibus appropriations bill, expiring tax provisions, or some other must-pass legislation, comparisons of party leaders to Dr. Seuss’s...
The COVID-19 pandemic has substantially reduced cross-border travel as countries place restrictions on movement to manage the health crisis. However, the costs of these restrictions are...
Stocks rose sharply on Tuesday (Dec. 15) as optimism grew that Congress could pass another COVID stimulus package before year’s end. Q3 2020 hedge fund letters,...
Including construction, building sector now accounts for 38% of CO2 emissions; Direct building CO2 emissions need to halve by 2030 to get on track for net...
The Federal Reserve is widely expected to reaffirm its ultra-dovish monetary policy in today’s FOMC meeting and the futures market continues to price the odds of...
Equity markets rise on stimulus hopes Equity markets shrugged off a previous run of losses, and the US dollar weakened overnight, despite weaker US data. Rising...
Futures Jump As Vaccine Optimism, Stimulus Hopes Return Tyler Durden Tue, 12/15/2020 - 08:00 Yesterday morning, after the early swoon, we said that as part of...
Bill Blain's "Bearishly Pragmatic" Look At 2021 Tyler Durden Tue, 12/15/2020 - 08:13 Authored by Bill Blain via MorningPorridge.com, Bearishly Pragmatic At this time, its traditional...
By George Milling-Stanley, Head of Gold Strategy, SSGA. Despite some moderation on the volatility front post-election, the new year is looking poised to serve up more uncertainty...
What If Central Bankers' Prayers Are Answered And Inflation Surges Tyler Durden Mon, 12/14/2020 - 18:20 By John Buttler, submitted by Macro Hive; John Butler has...
In a previous blog, we shed some light on the outlook for the global consumer class and its recovery from COVID-19. In this blog, we want...
Is Oil Still The Cheapest 'Reflation' Asset? Tyler Durden Sun, 12/13/2020 - 17:40 “Oil is the cheapest of all reflation assets,” said Amrita Sen, co-founder of London-based...
It's that time of year when Wall Street analysts started trotting out the predictions for earnings growth and stock market targets for the coming year. Unfortunately,...
U.S. stocks fell fractionally this week, led by Real Estate names. That said, investor attention was focused on the initial public offerings of two Internet unicorns....
Earnings Growth Will Disappoint In 2021 Tyler Durden Sat, 12/12/2020 - 11:25 Authored by Lance Roberts via RealInvestmentAdvice.com, It’s that time of year when Wall Street...
The Canadian dollar weakened against its US peer to close out the trading week, with energy prices and producer prices coming into focus. The loonie is still on track to record a modest weekly...
Futures Tumble On Stalled Stimulus Talks, Brexit Chaos Tyler Durden Fri, 12/11/2020 - 07:41 Global markets dropped on Friday as Brexit negotiations appeared on the verge...
America is now firmly in the grips of what many are calling the "third wave" of the COVID-19 pandemic. Each day, new COVID-19 cases nationwide routinely...
It’s been clear for weeks that economic growth is slowing due to the resurgent coronavirus. A clear sign of the change in the macro trend emerged...
* Few signs of progress in Congress on passing coronavirus relief bill * US close to approving Covid-19 vaccine * US expected to sanction Turkey after...
The outlook for the gold price in 2021 is still positive, although the recent news about COVID-19 vaccines has taken a bite out of this latest...
US stocks are struggling for direction as investor skepticism over a holiday stimulus deal grows, jobless claims are starting to trend higher, and as the red-hot...