Two down, two to go The month of compromise has delivered two so far. OPEC+ agreed on output targets for next year while the EU27 gave...
Solar Energy Could Power Silver Higher Tyler Durden Fri, 12/11/2020 - 07:05 Via SchiffGold.com, Saxo Bank projects silver will soar to a record $50 an ounce in 2021,...
Stock markets are in the red on Friday, as we continue to see consolidation in the markets after a fantastic run since early November. Little by...
Macroeconomic slack is such an easy, intuitive concept that only Economists and central bankers (same thing) could possibly mess it up. But mess it up they...
Logica Capital commentary for the month ended November 2020, discussing inflation breakevens. Q3 2020 hedge fund letters, conferences and more Logica Absolute Return – Up/Down Convexity...
In 2020, the secondary market played a pivotal role. In the year ahead, it remains to be seen whether actions the Fed took will be enough...
The outperformance of growth stocks over value stocks since the Great Recession1 has been widely discussed, and many investors are questioning if it is now value’s...
Peter Schiff: The Bond Market Is Broken Tyler Durden Wed, 12/09/2020 - 13:08 Via SchiffGold.com, A lot of pundits and analysts insist inflation isn’t a problem because the...
President Donald Trump signed an Executive Order that ensures the U.S. government prioritizes delivery of Covid-19 vaccines to American citizens before sending them to other nations.
Talks continue on US stimulus, Brexit In Asia, equity markets are off to a modestly positive start today, helped along by a new US916 billion stimulus...
British pound jumpy over Brexit Currency markets remain range-bound, with volatility being led by sterling as it bounces around on Brexit trade talk developments and rumours....
Are We In A "New Normal"? Tyler Durden Tue, 12/08/2020 - 16:27 Authored by Tuomas Malinen via GnSEconomics.com, The past two years have been especially brutal...
The longer-term growth outlook for the global economy continues to improve. Most recently, the news that a number of vaccines are proving effective at preventing COVID-19...
Report: $9M Main Street Lending Program (MSLP) Loan Went To Firm Tied To Convicted Felon Who Was Sentenced to Prison For Tax Fraud 3 Weeks Later...
"More Dangerous Than You Think" - Global Stock Market Cap Tops $100 Trillion For First Time Ever Tyler Durden Mon, 12/07/2020 - 17:34 One hundred trillion...
Expensive Markets Are More Dangerous Than You Think Tyler Durden Mon, 12/07/2020 - 15:30 Authored by Daniel Lacalle, According to JP Morgan, equity markets have not been...
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. ...
Peter Schiff: The Fed Is Fighting Fire With Fire Tyler Durden Mon, 12/07/2020 - 13:50 Via SchiffGold.com, The US dollar has been showing significant weakness over...
Futures Slide On Fresh Brexit Turmoil, US-China Tensions Tyler Durden Mon, 12/07/2020 - 08:01 After opening at a new all time high on Sunday evening following...
Recently, Ed Yardeni discussed his view of why another "Roaring 20's" may lie ahead. However, while I certainly can appreciate his always "bullish optimism," there is...
Stunning to see the weekly monetary aggregates (M2) continue to grow at an unprecedented 25 percent year-on-year rate. Not so stunning to see the stock market...
On Friday, US employment data seemed to confirm the worst for the US, that the rampaging Covid-19 pandemic was holing the US recovery far too close...
Why Central Banks Will Double-Down On 'Lending Schemes' Tyler Durden Sun, 12/06/2020 - 09:20 Authored by Huw van Steenis, op-ed via The Financial Times, Of all...
Europe is center stage in the week ahead. It is not as if there are not other important events or economic data due out. After all,...
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...
The rally in energy companies is likely premature. To understand why such may be the case, we have to review a bit of history. In 2013,...
"Zombies" Are For Amateurs: The Negative EBITDA Vampires Are On A Rampage Tyler Durden Thu, 12/03/2020 - 13:45 There are zombie companies - those undead US...
Chanos Says Tesla Short Has Been "Clearly Painful" As Markets Embrace "Golden Age Of Fraud" Tyler Durden Thu, 12/03/2020 - 10:31 One of of the world's...
Futures Stuck At All Time High As Dollar Slide Continues Tyler Durden Thu, 12/03/2020 - 08:06 That "gamma gravity" at 3,650 we have been discussing for...
Creator Of The Bond VIX: It All Comes Crashing Down After 2025 Tyler Durden Wed, 12/02/2020 - 18:26 By Harley Bassman, creator of the MOVE index,...