The ongoing bear market in Treasury bonds is among the worst on record, but several sectors of the fixed-income market remain ports in a storm, based...
Economists, especially those of us who criticize government interventionist policies, often point to bad unintended consequences that many of these policies...
While bond yields have risen sharply lately, fund flows into bonds tell two very different stories. We have previously written much on the recent rise...
US nonfarm payrolls expected to slow to 170,000 RBA financial stability report points to trouble for householders The Australian dollar is drifting on...
The bond market is doing what the Federal Reserve hasn't -- raising rates. The fear is something is going to break.On this week's edition of StockCharts...
Iraq To Fully De-Dollarize Cash Transactions By Year's End Via The Cradle, The Iraqi government will ban all cash withdrawals and transactions...
WTO Warns Of "Broad-Based" Global Trade Slowdown, Slashes Forecast One day after the Geneva-based UN Conference on Trade and Development (Unctad)...
The economic outlook both in Australia and abroad remains complex, with the lags from material monetary policy tightening proving to be longer than expected....
Happy 15th Birthday to The QE Era Two weeks after we celebrated the 25th anniversary of the start of the TBTF era (courtesy of two Nobel...
Dalio said 'cash is trash' back in 2020, but in 2023 the founder of Bridgewater Associates changed his mind.
“And renouncing illusions, find peace and content, In that simplest, sublimest of truths — six percent!” —Nicholas Biddle (“Maxims of Wall Street,”...
UK Construction PMI declines The British pound has ticked higher on Thursday. In the North American session, GBP/USD is trading at 1.2149, up 0.09%. UK...
The share of income going to high-income households has increased significantly in the United States in recent decades. In 1980, the average income share...
84% Of CEOs Expect A Recession In 2024 (& 0% Of Fed Staff) For much of the last year, recession fears have been building against a...
Gold Held Up Extremely Well In September Against Rising Real Rates By Jan Nieuwenhijs of Gainesville Coins Despite the gold price declining...
I have a great deal of respect for the team that has been assembled at Barrenjoey, and I have every confidence they will add enormous value...
Battered Utilities May Morph From Bond Proxy To Inflation Hedge Authored by Simon White, Bloomberg macro strategist, The US utilities sector...
From LTCM To 1966 - The Perils Of Rising Interest Rates Authored by Michael Lebowitz via RealInvestmentAdvice.com, Based on some comments,...
Global Stock Rout Reverses As Yields Dip After 30Y Treasury Tags 5% Global stocks and US futures were in freefall earlier this session, with...
RBNZ holds benchmark rate at 5.5% The New Zealand dollar has posted small losses on Wednesday. In Europe, NZD/USD is trading at 0.5901 in Europe, down...
Recession Warning! Four Key Triggers Are All In-Play Right Now Authored by Michael Maharrey via SchiffGold.com, We keep hearing about a “soft...
Based on some comments, it appears we scared a few people with A Crisis Is Coming. Our article warns, "A financial crisis will likely follow the...
Which New World Order Are We Talking About? Authored by Jeff Thomas via InternationalMan.com, Those of us who are libertarians have a tendency...
Four big oil stocks to buy after a recent dip in prices retain appeal as U.S. “crude tanks” face shrinking supplies at a major U.S. storage...
Mortgage rates and bond yields kept rising Tuesday as the job openings unexpectedly increased more than anticipated.
Gays, lesbians and other sexual minorities can face significant economic challenges with age.
Steeper Yield Curves & The Limits Of Correlation Authored by Simon White, Bloomberg macro strategist, The US yield curve should continue...
This post estimates “convenience yields” for government debt in ten of the G11 currencies based on analysis from a recent paper. As in our companion...
Blackstone's Massive CRE REIT Records Eleven Months Of Outflows Blackstone has limited investor redemption requests from its $68 billion...
* OPEC leader: “resilient” demand and low investment could keep oil prices high * United Auto Workers union reaches tentative deal on contract with...