In this 04-16-21 issue of "Market Continues Its Rally As Earnings Season Starts." Market Review And Update China Is A Risk Hard To Justify Portfolio Positioning...
Goldman Sachs (Walker, “Company Pricing Announcements and the Inflation Outlook”) points out that changes company statements regarding price changes is contemporaneously correlated with PCE inflation, but...
UMich Sentiment Disappoints In April, Inflation Expectations Spike To 9-Year High Despite stimmy checks and soaring stocks and vaccination successes and COVID case collapse, preliminary April...
Jerome Powell Admits Federal Budget "Unsustainable" But Assumes We Can Fix It Later Via SchiffGold.com, Through the first six months of fiscal 2021, the US government...
The US inflation picture is complex: upward pressures have remained muted, but base effects and possible supply constraints amid a pickup in demand as the economy...
The US inflation picture is complex: upward pressures have remained muted, but base effects and possible supply constraints amid a pickup in demand as the economy...
The US economic outlook continues to improve for the upcoming first-quarter estimate of gross domestic product (GDP), based on a set of nowcasts.
European equities head higher European bourses are on the rise rounding off an upbeat week. Following all-time highs on Wall Street overnight and record Chinese quarterly...
IQVIA’s Sarah Rickwood reviews the launch of innovative medicines in 2020 and outlines three key pillars of activity The post Three pillars of post-pandemic launch excellence...
Overview: Like the dog that did not bark, the long-term US yields tumbled despite data that confirms the acceleration of the US economy and labor market. ...
There Are Now More Real Estate Agents Than Homes For Sale In The U.S. If there has been one surefire beneficiary of the Fed printing trillions...
"Biden's Trillions" Spark Historic Labor Shortage: Record 42% Of Businesses Can't Fill Job Openings Last week we made a remarkable observation: despite some 100 million Americans...
It appears Wall Street needs to rip up the reflation trade script. Financial markets are no longer trading on the prospects of better growth, but on...
Three Reasons Why Banks Are Slumping Despite Stellar Earnings Bank stocks slumped Thursday despite reporting huge beats on stellar trading revenues in Q1 (but mostly thanks...
- by New Deal democratAs an initial note, retail sales for March blew out to the upside, but as expected due to cosnumers’ spending their latest...
JPMorgan Chase & Co. reported better-than-expected 1Q results driven by top-line growth aided by strong banking and markets revenue. JPMorgan’s (JPM) 1Q diluted earnings more than...
By Jonathan Montagu, CEO of HotSpot Therapeutics, as part of the From The Trenches feature of LifeSciVC Returning to work following the pandemic presents an opportunity...
BofA Jumps On Solid Beat Thanks To Jump In Trading Revenue, Reserve Releases One day after stellar Q1 earnings reports by JPMorgan and Goldman and the...
The Fed Has Convinced Investors That It Will Tolerate Higher Inflation By Steve Englander, head of Global G10 FX Research and North America Macro Strategy at...
Oil Crude prices are surging from a very bullish EIA crude oil inventory report and as dollar weakness returns. Despite recent concerns over both the AstraZeneca...
Credit: Virginia Tech When a disaster strikes, social media can be helpful in alerting the public quickly. Social media posts can also offer useful information for...
Watch Powell Live: Will The Fed Chair Delink Tapering From A 75% Vaccine Threshold Earlier this week, St Louis Fed President James Bullard made a big...
The pace of the rise in US consumer prices accelerated from 1.7% in February to 2.6% in March for the biggest year-on-year increase since August 2018.
Headline inflation rose sharply in March. The bond market yawned. It’s still early for deciding if last month’s acceleration in the Consumer Price Index (CPI) is...
Markets ignore rise in US inflation US inflation duly rose by 0.50% MoM for March overnight, roughly an eight-year high. However, the print was only just...
COVID Abates, Tax And Geopolitical Risks Emerge Submitted by Paul Hoffmeister, Chief Economist at Camelot Portfolios Covid outlook continues to improve. Fed prioritizes Covid over inflation....
Between January 1970 and December 2020 on average changes in money supply preceded changes in real economic activity by fourteen months, as depicted by real gross domestic product...
Earnings Optimism Explodes Authored by Lance Roberts via RealInvestmentAdvice.com, As markets surge to record highs, analysts are rushing to ratchet up earnings estimates as optimism explodes....
March inflation is up. The CEA delivered a historic tweetstorm. It starts with temporary factors: base effects, supply chain disruptions, and pent-up demand, especially for servicesI'm glad...
UK GDP misses forecast European stocks are heading broadly higher in muted trade ahead of key US inflation data. The FTSE is underperforming its peers following...