Liquidity Problems Are Closer Than You Think Authored by Michael Lebowitz via RealInvestmentAdvice.com, In 2019, the Fed cut interest rates...
What's Next When Policy Makers Can No Longer Hide Their Sins? Authored by Matthew Piepenburg via VonGreyerz.gold, It’s almost comical to...
Overview: A less hawkish Reserve Bank of New Zealand and a slightly softer than expected January CPI from Australia appears to have sparked a broad US...
Key Events This Week: All Eyes On Core PCE Amid Deluge Of Fed Speakers After a relatively quiet week on the data front, things start to...
The markets are still correcting from the overshoot on rates and the dollar that took place in late 2023. The first Fed rate cut has been...
The 10 year Treasury Note yield fell 13 basis points last week, a move that would not normally rate any mention whatsoever, but the path of...
Powell Tells 60 Minutes Fed "Not Likely" To Cut In March, Calls Americans Lazy In his highly anticipated 60-Minutes interview, Jerome Powell...
Powell believes the Fed can wait until it sees more labor damage before cutting the Federal Funds Rate or moving toward a neutral policy stance.
Mortgage rates were volatile last week after the jobs report and the Fed meeting. What should we expect this week?
On Friday, the BEA released their estimate of vehicle sales for January. This graph shows heavy truck sales since 1967 using data from the BEA. The...
Overview: The dollar is offered ahead of today's US jobs report, even though expectations are for solid if not spectacular jobs growth of around 185k....
January Jobs Preview: Market Wants A Miss As It Raises Rate Cut Odds With the QRA, Fed and all megatech earnings now in the rearview mirror,...
Through its rate hikes in 2022 & 2023, the Fed aimed to contain inflationary forces and maintain “maximum” levels of employment — all while steering...
The Best And Worst Performing Assets Of January 2024 Despite the S&P hitting multiple all-time highs toward the end of the month, January...
Regional Bank Stocks Are Crashing Again... Yesterday it was NYCB that grabbed the headlines and spoiled Powell's day. As we detailed here...
Stocks Rebound After Powell Hawkamania Sparks Worst Market Rout In Months US equity futures rebounded after the worst day for stocks since...
Through its rate hikes in 2022 & 2023, the Fed aimed to contain inflationary forces and maintain “maximum” levels of employment — all while steering...
Big Tech tumbles, some more jobs data and a key Fed decision will keep markets highly active on the final trading day of a difficult January.
Big Tech tumbles, some more jobs data and a key Fed decision will keep markets highly active on the final trading day of a difficult January.
Through its rate hikes in 2022 & 2023, the Fed aimed to contain inflationary forces and maintain “maximum” levels of employment — all while steering...
Big Tech tumbles, some more jobs data and a key Fed decision will keep markets highly active on the final trading day of a difficult January.
Futures Slide Dragged by Tech Giants Ahead Of Fed Decision US equity futures slumped after earnings from tech giants GOOGL, MSFT and AMD...
Game Of Drones By Benjamin Picton of Rabobank Geopolitics is in the headlines again today. News that a drone strike on a US military base...
The coming weeks will likely continue the correction of the trends that began last month. The markets recognize that tightening cycle is over. However,...
The coming weeks will likely continue the correction of the trends that began last month. The markets recognize that tightening cycle is over. However,...
"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...
Debt-Saddled Consumers Embracing Even More "Doom Spending" Via SchiffGold.com, In a disturbing (but unsurprising) trend, more than 1 out...
Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. Some of those questions concerned real estate (inventory, house prices,...
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house prices,...
Why Goldman Expects The Most Flawless Fed Landing Ever: S&P 5,100 With GDP Double Consensus, Jobs, & Wage Growth ... Yet 5 Rate Cuts As Inflation...