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...
Data published on 10 February 2022 showed the US consumer price index (CPI) rose by 7.5%, the fastest annual rise for 40 years. The increase in...
This thing, this massive supply disruption is a perfect example of a positive feedback loop. It began with government (over)reaction to COVID, as noted...
US stocks traded mixed after a surprisingly strong employment report made some investors nervous the Fed will be forced to be much more aggressive with fighting...
Equity markets got out of the blocks enthusiastically as 2022 started, but had their wings clipped as it became clear that US monetary policy would be...
January Payrolls Preview: It Will Be A Bloodbath One month ago, when discussing the lousy December payrolls print, we said that "it’s important to consider that...
This will be written off as a temporary setback, and only then will anyone care if it follows in Friday’s payroll report. Just when the FOMC...
A week before the January 26th Fed policy meeting we asked Instability or Inflation, Which Will The Fed Choose? Liquidity is the lifeline of markets, and...
The Retail Market Discovers "Puts" As YOLO Turns To Oh-No Over the weekend, we reported on the record amount of put-buying that was occurring in US...
Key Events This Week: ECB, BOE, Payrolls, Euro CPI And Earnings Galore It's a relatively busy week with several key central bank announcements, notably from the...
Markets Have Seen This Movie Before (Spoiler Alert: The Ending Is Horrible) Authored by James Rickards via The Daily Reckoning, As I expected, the Fed didn’t...
Today, we are pleased to present a guest contribution by Steven Kamin (AEI), formerly Director of the Division of International Finance at the Federal Reserve Board. The views...