Benchmark revisions have visited the BLS JOLTS survey, too. And yes, they’ve been smoothed. To that end, the hawkishly-watched Job Openings (JO) trend...
Rate hikes expected as inflation keeps rising It’s been another volatile week in financial markets with events in and around Ukraine continuing to dominate....
Global equities fell by almost three percent in February (MSCI AC World index in US dollar terms) as investor alarm over the prospect of faster-than-expected...
Another Funding Indicator Is Flashing Red It's not just the recent blowout in the FRA-OIS funding spread that is hinting at some major funding/liquidity...
One of the most significant market responses to Russia's attack on Ukraine is in the expectations for the trajectory of monetary policy in many of the...
Most people have the impression that these various payroll and employment reports just go into the raw data and count up the number of payrolls and...
Overview: The capital and commodity markets are becoming less orderly. The scramble for dollars is pressuring the cross-currency basis swaps. Volatility...
Bullard Says Fed Must Follow Through With "Rapid Withdrawal Of Accommodation" Or Risk Losing Credibility One day after markets freaked out...
The more things change, the more things stay the same. That harsh reality was dished out in spades to markets trying to price in “Peak Ukraine”...
Russia's invasion of Ukraine was well tipped by US intelligence. Its warning that an attack could take place at any time on February 11 turning the simmering...
The labor theory of inflation, the one the FOMC will use to justify rate hikes in 2022 (as far as they might go), isn’t just wages...
Could Geopolitical Risk Sideline The Fed? Authored by Lance Roberts via RealInvestmentAdvice.com, “Geopolitical Risk” could well be...
Volatility jumped this week as geopolitics dominated world headlines. Investors are looking to past crises to assess the likely duration of the large market...
"Geopolitical Risk" could well be a reason for the Fed to slow-roll tightening monetary policy in March. With Russia invading Ukraine, such would not be...
What’s the latest thinking in fiscal and monetary policy? The Hutchins Roundup keeps you informed of the latest research, charts, and speeches. Want...
Now it’s the Russian’s fault. Belligerence surrounding Donbas and Ukraine, raw materials and energy supplies to Europe threatened by Putin’s coiled...
Services Sector Leads Feb Rebound In PMIs As Omicron Fears Abate After unexpectedly plunging in January (accelerating a multi-month downtrend...
Putin recognises breakaway regions The clutching at straws rally we saw in Asian and early European hours yesterday quickly came to an end as Russian President...
Futures Tumble After Deadly Escalation In Ukraine Crisis Any hope of de-escalation following the news late last night that Putin and Biden...
(Due an extended business trip, this weekend’s commentary has been consolidated into one note) There are a few main themes in the driving the foreign...
Friday, February 18, 2022Volume 3, Issue 11 Daily Journal Annual Meeting “We have a new bunch of emperors, and they’re the people who vote the shares...
The latest data gives no sign of respite in US inflationary pressures. Europe, too, remains exposed to inflation risk. Having completely repriced expectations...
The Japanese yen has moved higher on Thursday, as tensions are once again rising over the Ukraine crisis. Ukraine crisis escalates Invasions fears have...
Markets dip as NATO accuses Russia of adding forces at the Ukraine border. The post Stock Market Today: Dow Jones, S&P 500 Falters; DoorDash Jumps...
The British pound has posted gains for a third straight day and punched above the 1.36 line. In the European session, GBP/USD is trading at 1.3616,...
Canada’s inflation hits 30-year high Inflation continues to rise and hit a new 30-year high in January. Headline inflation jumped 5.1% y/y, up from 4.8%...
Will Lagarde & The ECB Survive This Inflection Point In Geopolitics? Authored by Tom Luongo via Gold, Goats, 'n Guns blog, Recently,...
The Zombification Of The Economy Via SchiffGold.com, Another hotter than expected CPI print in January put even more pressure on the Federal...
Does The Fed Still Believe In The Efficacy Of Monetary Policy? Authored by Joe Carson via TheCarsonReport.com, In January, consumer price...
The focus shifts in the week ahead away from central banks directly and toward the macro data at the start of the year. It is about real...