The financial commentariat first started to worry about recession in April of 2022 when the spread between the 10-year Treasury rate and the 2-year Treasury...
The job market is solid and consumers are still spending, but Discover is starting to see some cracks in the facade.
Futures Rebound Amid Whispers Of Relief Rally As China Plunge Protection Team Steps In Global stocks and US futures rebounded from three days...
Firms remain divided about the value of the office for “office” workers. Some firms think that their employees are more productive when working from...
The Australian dollar has stablilized after a nasty tumble this week. In the European session, AUD/USD is trading at 0.6555, up 0.06%. The Aussie ignored...
Beige Book Finds "LIttle Or No Change" In Economic Activity But Optimism Rises On Hopes Of Lower Rates One month after the downbeat November...
Fed Pressing Higher-For-Now Against Market's Lower-And-Sooner Authored by Simon White, Bloomberg macro strategist, Retail sales data today...
The sharp drop in the New York Federal Reserve’s Empire State business-conditions index in January triggered a wave of warnings. Soon after this monthly...
Bond Traders Push Powell Toward Yellen-Era Offensive By Garfield Reynolds, Bloomberg Markets Live reporter and strategist Bonds are cruising...
It Will Take A Lot To Talk Market Down From Rate-Cuts Authored by Simon White, Bloomberg macro strategist, Recent data has highlighted inflation...
As we get ready to review the Q4 earnings report, stocks have rallied sharply over the last two months. As we have discussed previously, it will...
The S&P 500 soared 24% last year. Here's what could happen next.
"It's All Over": Powell's WSJ Mouthpiece And JPMorgan Confirm Imminent End Of QT On December 13 the financial world was stunned when, just...
Futures Dip As Doubts Emerge About March Rate Cut, US Markets Closed For Holiday US equity futures were steady on Monday as investors were...
Debt-Saddled Consumers Embracing Even More "Doom Spending" Via SchiffGold.com, In a disturbing (but unsurprising) trend, more than 1 out...
Even Insured Americans Can't Afford Medical Bills Authored by George Citroner via The Epoch Times (emphasis ours), Millions of Americans...
Even Insured Americans Can't Afford Medical Bills Authored by George Citroner via The Epoch Times (emphasis ours), Millions of Americans...
Even Insured Americans Can't Afford Medical Bills Authored by George Citroner via The Epoch Times (emphasis ours), Millions of Americans...
Even Insured Americans Can't Afford Medical Bills Authored by George Citroner via The Epoch Times (emphasis ours), Millions of Americans...
Two important inflation indicators are trending in different directions. What gives?
https://bondvigilantes.com/wp-content/uploads/2024/01/1-the-carousel-of-confusion-1024x576.pngWith The Barbie Movie beating both Oppenheimer and Super...
Buckle Up For A Bumpy 2024, Economists Warn Authored by Emel Akan via The Epoch Times (emphasis ours), The U.S. economy embarked on a rollercoaster...
Logical Bullish View On US Stocks Is Flawed Authored by Tatiana Darie, Bloomberg, It’s valid to forecast that stocks will rally yet again...
Last week’s broad-based US dollar strength has dissipated ex-post US non-farm payroll data with the continuation of its underperformance against the...
How long before interest payments on the debt exceeds revenues? An cross-the-board ‘Debt Jubilee’, however, from an historical perspective shows that...
Courtesy of CFS, here is M4 Divisia velocity (rescaled to 1967Q1=1): Figure 1: M4 Divisia velocity (blue), M2 velocity (tan), both 1967Q1=1. NBER defined...
Levels of consumer confidence can signal people’s future spending plans and the likely impact on the economy.
A stunning post from VisualCapitalist showed a poll of 8550 investors and 2700 advisors and the gap between the two of future portfolio return expectations....
In 2023, the global economy defied widespread expectations of a recession and falling interest rates. Instead, the United States, Japan, and, to a lesser...
2023: The Fed Declares Victory; 2024: The Year Of Hubris And Nemesis Authored by Charles Hugh Smith via Substack, Are the crowds ready for...