President-elect Biden unveiled his bag of stimulus goodies this morning, with an impressive headline figure of USD1.90 trillion. None of it appears to be funded by...
Revolving consumer credit declined again in November 2020, according to data released by the Federal Reserve last week. Though the monthly seasonally-adjusted change was small, it...
Peter Schiff: Commodity Boom Isn't About Economic Growth; It's About Inflation Via SchiffGold.com, Commodities are booming. A lot of people seem to think this is a...
European stock markets remain positive, but without much conviction as they await news from the Fed and details of Biden's stimulus plan.
The New Zealand dollar has reversed directions in the Thursday session and is in positive territory. Currently, NZD/USD is trading at 0.7209, up 0.34% on the...
Beige Book Finds Prices Rising Everywhere One month after the November Beige Book toed the "modest recovery" party line with most of the Fed's 12 districts...
The New Zealand dollar has posted considerable losses in the Wednesday session. Currently, NZD/USD is trading at 0.7182, down 0.50% on the day. US CPI hits...
Following the year-end rally, valuations of risk assets are marking a pause in the face of a number of headwinds. While in our view, valuations remain...
The start of the year saw the markets firmly embrace risk-on assets including equities and energy commodities. Monday’s pullback raises the question of... Read More... The...
Key Events This Busy Week: Trump Impeachment #2, Powell Speaks; Inflation Data, Earnings Season Starts In another week which will likely be dominated by political events...
World’s Largest Insect Farm To Be Built In Illinois Amid Signs Of Soaring Food Inflation The food industry is about to take a giant leap forward...
Five Forces Driving the 2021 Economy Social, cultural, and behavioral patterns create economic forces evident in the buying and selling of goods and services. The pandemic...
Attention slowly shifting from US politics What an extraordinary start to the year. While next week should be much quieter, it won’t be without action. US...
Combine years of ludicrous leverage and the pandemic collapse, and many companies are living on borrowed time.
The 2021 Reflation Trade In 6 Charts In case you needed further convincing that the reflation trade is still on (other than this morning's futures rally...
In 2019, I discussed the disconnect between the markets and the economy. After years of Central Bank interventions, stock markets have soared to record highs, while...
You Can Now Buy A Tiny Bulletproof Home For The Apocalypse Whether it is the apocalypse or the US's more immediate socio-economic collapse, sparked by the...
Vltava Fund’s letter to shareholders for the fourth quarter ended December 2020,discussing the three types of inflation being: monetary inflation, asset price inflation, and consumer price...
Rabobank: Even The Writers For House of Cards Wouldn't Have Come Up With What Transpired Yesterday By Bas van Geffen of Rabobank As my colleague Mike...
By Karen Schenone, Head of US iShares Fixed Income Strategy at BlackRock. Learn how iShares high yield bond ETFs can help generate income in a low...
Three Records Broken In 2020 That Were Less Than Ideal Authored by Michael Maharrey via SchiffGold.com, With the coronavirus pandemic serving as a backdrop, 2020 was...
Today, we are pleased to present a guest contribution written by Daniel Soques (University of North Carolina Wilmington). The views presented represent those of the authors alone...
The year 2020 will be remembered as one of the most consequential in generations: the COVID-19 pandemic devastated lives and livelihoods; millions protested across the country...
Much like my outside reversal calls yesterday, the Democrat ‘blue wave’ appears to have foundered in the Georgia Senate runoff. With around 90% of the votes...
Ron Paul: The 'Great Reset' Is About Expanding Government Power And Suppressing Liberty Authored by Ron Paul via The Ron Paul Institute for Peace & Prosperity,...
"Risk-On" Or "Risk-Off" - In 2020, It Didn't Matter!? Authored by John Authers via Bloomberg.com, Fortune favors the bold. And blessed are the meek for they...
Here Are The Top 5 Consensus Trades As We Enter 2021 At the start of every year, the Wall Street consensus is infatuated with a set...
It is always Christmas in Washington. This particular holiday season, politicians raced to the bottom of the fiscally incoherent barrel. What started as a $600 direct...
The US dollar‘s implosion has extended into 2021, with the greenback falling against many of its currency rivals to kick off the first trading week of the new year.
By Robin Marshall, Director of Fixed Income Research, FTSE Russell. According to recent data, US Treasuries have become expensive compared to other major sovereign bond markets...