Here Comes The Pivot: JPM Sees Sharp Slowdown In US Economy, "No Further Hawkish Developments From The Fed" For much of the past month we have...
Investors in need of a lift Earnings season is off to a rocky start and not only are investors not comforted by what they’re seeing, but...
Lacy Hunt: Negative Real Rates Are A Strong Recession Warning Authored by Mike Shedlock via MishTalk.com, In his 4th Quarter Review and Outlook, Lacy provides some...
“How are you feeling?” That’s often the way we greet people these days. As the Omicron variant becomes widespread, negatively impacting most Americans’ lives. Add worries...
Futures Rebound Strongly From Overnight Rout As Yields Stabilize After what earlier looked like another assured overnight rout, especially after 10Y yields hit 1.90% and Brent...
Key Events This Holiday-Shortened Week: Earnings Galore, Central Banks And UK Inflation While the US is closed for MLK Day on Monday, the week kicked off...
I guess I took my own advice a little too literally. I did write that when the eurodollar futures curve first inverted, it was going to...
The reason that store shelves are occasionally empty, as any social media hashtag trend will tell you, is that Americans are still buying an amazing amount...
Pento Warns The Fiscal & Monetary Cliffs Have Arrived Authored by Michael Pento via PentoPort.com, According to Doug Ramsey of the Leuthold Group, 334 companies trading...
Futures Slide After Disappointing JPMorgan Earnings, Tech Rout Worsens After trading flat for much of the overnight session, S&P futures slumped to session lows shortly after...
Real yields have moved higher, surging, actually, to start this year (up until more recently, that is). The 5-year TIPS rate has gone from ungodly ugly...
The US economy remains on track to post a sharp rebound in the fourth-quarter GDP report that’s scheduled for Jan. 27. The momentum, however, is expected...
Powell testimony soothes markets Federal Reserve Chairman Jerome Powell, testifying at his confirmation hearing on the Hill, soothed markets overnight in a performance worthy of Goldilocks...
Six stocks to buy for profiting amid 2022 challenges should be fueled by key investment themes. The six stocks to buy for profiting amid 2022 challenges...
Ring, Ring, Ring, Ring, Ring, No Telephone By Bas van Geffen, senior macro strategist at Rabobank The Olympic rings are a symbol of friendly competition on...
Disrupted supply chains, lower participation rates in the labour market, supply and demand thrown out of kilter. These are among the critical factors that have brought...
Watch Live: Powell Positions Himself As Populist Crusader In Senate Confirmation Hearing Jay Powell's big day has finally arrived. After being officially nominated for a second...
Daily take-up at the overnight reverse repo (ON RRP) facility increased from less than $1 billion in early March 2021 to just under $2 trillion on...
Economists expect that US consumer inflation will continue to tick higher in tomorrow’s December report (scheduled for Wed., Jan. 12). Meanwhile, the Federal Reserve continues to...
Much of the market’s performance is highly tied to the current narrative, be it bullish or bearish or a mixture of both, depending on the headlines...
Key Events In The "Massive Week Ahead" After a relatively quiet start to the year on the economic event front, if not in markets where last...
In a series of four posts, we review key elements of the Federal Reserve’s monetary policy implementation framework. The framework has changed markedly in the last...
The dollar was high and going higher. Emerging markets had been seriously complaining. In one, the top central banker for India outright warned, “dollar funding has...
December Payrolls Huge Miss Again, Just 199K Jobs Added, As Unemployment Rate Tumbles With everyone bulled up on the December jobs print which was expected to...
The US 10-year Treasury yield rose to a nine-month high on Thursday (Jan. 6), which may be a prelude to setting a new pandemic high in...
A Tale Of Two QTs Yesterday’s FOMC minutes confirmed that the Fed is serious about launch an early runoff of their massive, nearly-$9 trillion balance sheet....
The actions that promoted economic growth are now starting to reverse. So why are tech stocks down as a result? Keep reading to find out more....
After a positive start to the New Year, valuations of risk assets fell as markets priced a more hawkish policy from the US Federal Reserve. ...
The US dollar index (DXY) moved sideways after the Federal Reserve published minutes of the past meeting. It is trading at $96.15, where it has been...
Sentiment indicators like PMI’s are nice and all, but they’re hardly top-tier data. It’s certainly not their fault, these things are made for very times than...