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...
The British pound continues to have a relatively quiet week. GBP/USD is currently trading at 1.3728, down 0.28% on the day. All eyes on Powell speech...
Not too long ago, I wrote about investors shifting from growth and technology stocks to value stocks. At the time, the national sentiment was that the...
The Japanese yen is in negative territory on Wednesday. Currently, USD/JPY is trading at 109.99, up 0.28% on the day. It has been a relatively quiet week...
It Finally Peaked: The Delta Of Delta Turns Negative Ten days ago we said that, according to Morgan Stanley calculations, the Delta wave will peak in...
Rabobank: Welcome To The Mismatch Economy, The Implications Are Huge By Elwin de Groot, head of macro strategy at Rabobank Welcome to the Mismatch Economy! A...
Expectations for a “once-and-for-all” announcement about the Fed’s timetable for its plan to taper quantitative easing (QE) are very high, going into this week’s symposium in...
Rabobank: Virtually There By Jane Foley, head FX strategist at Rabobank Central bankers who had been expecting to be visiting the Grand Teton National Park, just...
It was a dramatic week in the capital markets. Equities and commodities got hit hard while the dollar soared, especially against the major currencies typically seen...
Speculative Fervor Fades As Fed Sets Table For Taper Authored by Lance Roberts via RealInvestmentAdvice.com, Bulls Buy The Dip…Again. Last week, we discussed that further upside would...
It was a dramatic week in the capital markets. Equities and commodities got hit hard while the dollar soared, especially against the major currencies typically seen...
The S&P 500 rebounded on Friday, but still ended the week fractionally lower. Energy names led the decline, while Utilities and Healthcare stocks rallied. Investors noted...
The Dollar's Debt Trap Authored by Alasdair Macleod via GoldMoney.com, On the fiftieth anniversary of the Nixon Shock, this article explains why fiat currencies have become...
Beware An "Instability Cascade": One Bank Warns That Stocks Are About To Hit Record Fragility Back in late 2017, Bank of America's derivatives strategists made a...
In this 08-20-21 issue of "The Fed Blinks On Taper, Bulls Buy The Dip Again." Bulls Buy The Dip...Again. Speculative Fervor Is Fading 30-Year Yield "Death...
There are two highlights in the last full week of August that will draw the attention of investors: the Federal Reserve's symposium (Jackson Hole) and the...
Did The Fed's Monetary Policy Experiment Just Fail? Authored by Lance Roberts via RealInvestemntAdvice.com, Did the Fed’s “monetary policy experiment” fail? The recent dislocation between consumer...
The New Zealand dollar has stabilized on Friday but is in negative territory for a fifth straight day. NZD/USD is currently trading at 0.6824, down 0.04%...
The British pound has steadied on Friday, after suffering sharp losses a day earlier. GBP/USD is currently trading at 1.3627, down 0.07% on the day. The...
Overview: Even shallow dollar dips appear to have been bought. The Federal Reserve's confirmation that it most likely will begin tapering later this year has pushed the...
Did the Fed's "monetary policy experiment" fail? The recent dislocation between consumer confidence and the financial markets may indicate just that. "U.S. consumer sentiment dropped sharply...
The US dollar jumps in Asia on EUR/USD stops The US dollar edged higher overnight as the FOMC Minutes outlined an increasingly likely start to tapering,...