The focus shifts in the week ahead away from central banks directly and toward the macro data at the start of the year. It is about real...
This Was The Biggest Rate Shock Since Volcker's Intermeeting Rate Hike In 1979 When commenting on yesterday's post-Bullard VaR Shocknado,...
Data published on 10 February 2022 showed the US consumer price index (CPI) rose by 7.5%, the fastest annual rise for 40 years. The increase in...
Markets are steady following Thursday's key inflation data The post Stock Market Today: Dow Jones, S&P 500 Opens Higher; Zillow Gains On Earnings Beat...
San Francisco's Slow-Motion Suicide Authored by Michael Shellenberger via Substack, The city is carrying out a bizarre medical experiment...
Bank of Japan Offers To Buy Unlimited 10 Year JGBs To Contain Bond Rout While Fed chair Powell may have capitulated to the relentless daily...
The USD/INR price held steady on Thursday as investors reflected on the latest interest rate decision by the Reserve Bank of India (RBI). The pair is...
The USD/INR price held steady on Thursday as investors reflected on the latest interest rate decision by the Reserve Bank of India (RBI). The pair is...
What’s the latest thinking in fiscal and monetary policy? The Hutchins Roundup keeps you informed of the latest research, charts, and speeches. Want...
Tighter US monetary policy, rising (real) yields and a correction in growth stocks. None of this is really a surprise. Markets have been reckoning with...
The markets dipped on the opening bell after higher-than-expected inflation data The post Stock Market Today: Dow Jones, S&P 500 Down On Inflation...
- by New Deal democratConsumer prices increased 0.6% in January, the third time in four months that it has come in over 0.5%. Energy increased 0.9%,...
"Foolish" Fed Rate-Hike Will "Cause Hyperinflationary Great Depression", John Williams Says Hold Physical Gold Via Greg Hunter’s USAWatchdog.com, Economist...
After more than a decade of subdued consumer price inflation despite gigantic monetary and fiscal stimuli, last year’s surge in consumer prices took...
Overview: A pullback in yields is bolstering risk appetites today, lifting equities and weighing the greenback. Most Asia Pacific equity markets rallied...
According to the Pew Research Center, despite some ups and downs over the past several decades, the real average wage in 2018 had the same purchasing...
Wall Street’s three main indexes advanced on Friday as the U.S. job market surprised so much to the upside, and investors ignored geopolitical turmoil and Federal...
$30 Trillion In Debt Means Ignore All The Talk: Central Bankers Are Only Pretending To Lean Against Inflation By Eric Peters, CIO of One River Asset...
The Fed, Inflation, Rates And Credit Markets By Peter Tchir of Academy Securities This week we will discuss: The Fed, because I want my view to...
A Record Number Of Robots Joined American Workforce In 2021 Amid COVID Labor Crunch The impending takeover of the American labor market by robots now has...
A reader observes, there are “So many ways to compare “performance”. That’s so true! Figure 1: Wisconsin GDP in Ch.2012$ (bold black), coincident index (red), nonfarm...
The bond market shot up higher as soon as the jobs report came in. Watch for mortgage rates to follow that trend higher. The post Positive...
How aggressively will central banks raise rates? It’s been an incredible couple of weeks in the markets, one in which we’ve seen another hawkish move from...
US stocks traded mixed after a surprisingly strong employment report made some investors nervous the Fed will be forced to be much more aggressive with fighting...
Equity markets got out of the blocks enthusiastically as 2022 started, but had their wings clipped as it became clear that US monetary policy would be...
Futures Reverse Overnight Gains As Amazon Euphoria Fizzles We warned last night that the surge in futures following the huge bounce in Amazon stock wouldn't last...
January Payrolls Huge Beat: 467K Jobs Added As December Revised Massively Higher; Earnings Overheating So much for all those hoping that January payrolls would be a...
Term Premiums Least Rewarding Since Volcker's Day By Ven Ram, Bloomberg Markets Live strategist and commentator Not since Paul Volcker’s time at the Federal Reserve have...
January Payrolls Preview: It Will Be A Bloodbath One month ago, when discussing the lousy December payrolls print, we said that "it’s important to consider that...
“On average, historically, we'd be selling $100 billion to $125 billion [in MSRs] annually,” Incenter Mortgage Advisors' Tom Piercy said. “And now we just did over...