Key Events This Extremely Busy Week: Central Bank Meetings Galore, Congress Chaos, Elections And More Besides the "sudden" emergence of Evergrande contagion - which nobody could...
Supply Chain Shipping Hell: "Just Get Me A Box" Says Logistics Manager Authored by Mike Shedlock via MishTalk.com, Two years ago, the cost for a 40-foot...
In terms of central bank meetings, the week ahead is one of the busiest. No fewer than 13 central banks hold policy meetings, divided between six...
The week we’ve all been waiting for Next week is action-packed including rate decisions from the US, Japan, UK, South Africa, Turkey, Switzerland, Norway and Sweden....
The British pound is flat in the Friday session. GBP/USD is currently trading at 1.3792, down 0.03% on the day. UK Retail Sales contracts for second...
The New Zealand dollar is almost unchanged in the Friday session. NZD/USD is currently trading at 0.7070, down 0.04% on the day. New Zealand manufacturing PMI ...
Futures On Edge As Quad-Watching Set To Wipe Out A Third Of Market Gamma Quad-witching opex Friday has arrived, bringing with it the usual drama of...
Futures Coiled Ahead Of Critical CPI Print Having come dangerously close to dropping 6 days in a row, the longest streak since Feb 2020, US stock-index...
The U.S. economy may well be in the midst of a soft patch due to a very stubborn COVID-19 virus and some persistent inflation brought on...
The Return Of Stagflation Authored by John Mauldin via MauldinEconomics.com, I have been writing this letter for 22 years. Sometimes I look into the future and...
The US employment data and the ECB meeting are behind us, and the Federal Reserve, Bank of Japan, Bank of England, and Norway's Norges Bank lie...
The decline in US real (inflation-adjusted) yields over the last five months has frustrated many investors who had counted on a rise; instead, yields have touched...
The Six Largest Wall Street Banks Issue Market Red Alerts Morgan Stanley, Bank of America, Deutsche Bank, Citigroup, Credit Suisse And Goldman Sachs. These are some...
Wall Street edged lower overnight as markets shuffled between concerns over the US recovery after a downbeat Fed Beige Book and tapering nerves after the New...
US nonfarm payrolls a massive miss Friday’s Non-Farm Payrolls dished out a huge surprise, rolling out a gigantic miss to the downside as the US economy...
Inflation Is A Monetary Curse Authored by Alasdair Macleod via GoldMoney.com, Remarkably, in a speech on monetary policy given at the Jackson Hole conference last Friday,...
Goodbye Taper? Huge Jobs Miss As US Adds Just 235K Jobs In August As we previewed earlier, while consensus for today's closely-watched payroll print was 725,000,...
A welcome development as the labor market has continued to recover since spring 2020 has been a narrowing of the gaps in unemployment rates between Black...
The US dollar was driven to new highs for the year in recent weeks by a combination of another signal that the Federal Reserve was still...
In the short term, geopolitical tensions and the transition to a less dovish US monetary policy could trigger market jitters. In the medium term, a number...
Futures Reverse Overnight Ramp After ECB Hints At Its Own Taper Stock markets set new record highs on Tuesday as investors ended August in a buoyant...
This past Friday, Fed Chairman Jerome Powell delivered an amazingly dovish speech at Jackson Hole, Wyoming, that caught the market pleasantly flat-footed. Within the body of...
Mauldin: Perfect Storms Are Brewing Authored by John Mauldin via MauldinEconomics.com, Having been Puerto Rico residents for almost three years now, Shane and I have learned...
A quiet start to the morning in the aftermath of hurricanes Ida and Powell. Prices of Crude oil and natural gas rose on the open last...
In this 08-27-21 issue of "'Fed Says Taper Is Coming Bulls Hear 'No Taper Now.'" Market Rallies As Bullish Trend Remains Powell Says Taper Is Coming,...
August folds into September, and the high-frequency cycle begins anew. The initial estimate of consumer inflation by the ECB and the US jobs data are the...
Bad Breadth & Big Divergences Authored by Michael Lebowitz via RealInvestmentAdvice.com, BIg Divergences While the market continues its bullish advance (why not with $120b in QE), the divergences...
Wall Street Reacts To Powell's Dovish Nothingburger Speech It was (at least a few weeks ago), supposed to be the most highly anticipated central banking event...
It has been a volatile week for the Canadian dollar, but the currency is as quiet as a mouse on Friday. Currently, USD/CAD is trading at 1.2683,...
At 10 am, Jerome Powell will hopefully shine some light on whether or not the Fed will commence tapering QE in the next few months. Atlanta...