Seemingly half of the economy (tourism, restaurants, entertainment/sports, etc.) have been taken away with the onset of COVID-19. So what else can people do when they...
Overview: The prospects of a UK-EU deal and US stimulus continue to underwrite risk appetites and weigh on the dollar. Equity markets are moving higher. Led...
The December FOMC meeting concluded largely as expected with the Fed providing some additional guidance around the asset purchase program but declining to make changes to...
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...
Fed Chair Powell press conference video here starting at 2:30 PM ET.FOMC Statement: The Federal Reserve is committed to using its full range of tools to...
Fed Extends "Temporary" Dollar Swap Lines And Repo Faclities With Central Banks Until Sept 2021 Tyler Durden Wed, 12/16/2020 - 14:26 In addition to its return...
Markets are torn between short-term concerns and medium-term hopes, moving in narrow ranges. Equities have been range-bound as the year-end, and with it slower trading, approaches. The...
The National Association of Home Builders (NAHB) reported the housing market index (HMI) was at 86, down from 90 in November. Any number above 50 indicates...
Can We Trust Mr. Market's Booming Economic Outlook? Tyler Durden Wed, 12/16/2020 - 09:05 Authored by Michael Lebowitz via RealInvestmentAdvice.com, The Sopranos- Season 1 Episode 5...
Make The Dong Strong Again: US Treasury Finds Vietnam, Switzerland Are Currency Manipulators As China Spared Tyler Durden Wed, 12/16/2020 - 08:49 We live in a...
From the MBA: Mortgage Applications Increase in Latest MBA Weekly SurveyMortgage applications increased 1.1 percent from one week earlier, according to data from the Mortgage Bankers...
Two Americas, One Rigged Game, & Zero Capitalism Tyler Durden Tue, 12/15/2020 - 20:45 Authored by Matthew Piepenberg via GoldSwitzerland.com, Dying Capitalism & The New Feudalism...
Today’s news highlights the dilemma facing the Fed at this week’s meeting. This, for instance, from Bloomberg: The first Covid-19 vaccine shots were administered by U.S....
Abstract: This article examines the non-issue of bank clearinghouse certificates during the Great Depression of the 1930s. Instead of a market failure, this non-issue is found...
American companies have raised almost $1 trillion in the U.S. corporate bond market since March. Based on Compustat data, these companies employ more than 16 million...
Liquidity could remain challenged, but valuations may be attractive for long-term investors.
CloseCloseCloseStocks plunge into a bear market as the viral outbreak threatens to devastate the economy.Healthcare has performed relatively better than the broader market which already has...
Next week provides a special short-term seasonal opportunity, one of the most consistent of the year. The last 4 trading days of October and the first...
Canada’s political environment is really easy to model – whatever is in the best interests of Ontario and Quebec tends to become national policy, irrespective to...
The COVID-19 pandemic has revealed systemic weaknesses and technological strengths and could speed the kind of progress and change needed for better quality, more accessible and...
The ECB is expanding its pro-growth and pro-inflation asset purchases and allowing the buying programme to run for longer. The objective is to safeguard favourable financial...
M2 Money Stock – Weekly % Year-on-Year Change Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate. ...
Uranium Stocks Soar: Is This The Beginning Of The Next ESG Craze Tyler Durden Fri, 12/04/2020 - 18:40 Uranium stocks soared on Friday after House and...
This is the first installment of our Q&A series featuring the top economic forecasts for 2021. To kick off the series, HousingWire Interviewed Haus Chief Economist...
In November, global equities saw their biggest ever monthly rise: +12.2% for the MSCI AC World index in US dollars (dataset since 1988). Encouraging news on...
Stocks Are "Overbought And Frothy" Warns Wall Street's Most Accurate Analyst Tyler Durden Thu, 12/03/2020 - 12:01 Two weeks ago we dubbed Morgan Stanley's Michael Wilson,...
After extensive research, Hindenburg has taken a short position in shares of Kandi Technologies. Q3 2020 hedge fund letters, conferences and more Today we reveal what...
In our outlook, we seek to help investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery. We also consider how...
The mismatch in the COVID deflationary impact toward the economy overall and the strength of the housing market due to demographics makes for a troubling formula...
How can investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery? Can we solve the climate crisis at the same...