Trading Like It's The Noughties By Bas van Geffen, CFA Senior Macro Strategist at Rabobank Global yields are heading towards a 15-year high...
Soft Landing? Not So Fast! Via SchiffGold.com, Good news! The recession is off! For months, economists predicted the Federal Reserve’s...
Overview: Encouraged by the continued stream of US data, which suggests that the world's largest economy is accelerating, the US 10-year yield is approaching...
Overview: The US dollar is trading with a slightly heavier tone in the European morning. It has stalled in front of JPY145.90, where the BOJ intervened...
Futures Rise, Dollar Slides Ahead Of "Dovish" CPI Report US equity futures and European bourses rebounded from yesterday's slump and are higher...
This post discusses the evolution of the short-run natural rate of interest, or short-run r*, over the past year and a half according to the New...
Can You Feel It? Submitted by QTR's Fringe Finance As is the standard disclaimer for my blog, just be on notice that I could be imagining...
Futures And Yields Slide, Global Markets Tumble As Mood Sours After Trifecta Of Dismal News Global stocks slid, US equity futures slumped...
Looking at the big picture for the stock market going forward, one only needs to pay close attention to the bond market. Rising bond yields will...
Key Events This Week: Inflation In The Spotlight As Earnings Season Winds Down As Jim Reid notes in his EMR note, "we had two US payrolls...
Futures Rebound As Global Yields Resume Grind Higher A selloff in treasuries and global government bonds returned with a vengeance on Monday...
Stocks' Gains Should Not Be Mistaken For Confidence That There's No Recession Imminent Authored by Mark Cudmore, Bloomberg macro strategist, A...
While forecasters generally disagree about the expected path of monetary policy, the level of disagreement as measured in the New York Fed’s Survey...
Wards Auto released their estimate of light vehicle sales for July: U.S. Light-Vehicle Sales Post 11th Straight Increase in July (pay site).Assuming no shocks to the economy,...
Today, we present a guest post written by David Papell and Ruxandra Prodan, Professor and Instructional Associate Professor of Economics at the University...
To hear more of my thoughts, watch this: For 2022, the energy sector was the standout performer, as the major averages were broadly lower over the...
The June 2024 Fed Funds futures contract implies that the Fed will only cut interest rates slightly between now and the summer of 2024. If the...
Wards Auto released their estimate of light vehicle sales for June: U.S. Light-Vehicle Sales End First-Half 2023 on Solid Note as June, Q2 Record Double-Digit Growth (pay...
Corporate Bankruptcies Reach Highest Level Since 2010 Authored by Andrew Moran via The Epoch Times, New data show that a growing number of...
Overview: As US markets prepare to re-open from yesterday's holiday, the dollar is trading mostly higher, though the euro and yen are steady to slightly...
Jerome Powell's Open-Mouth Operations Authored by Michael Maharrey via SchiffGold.com, Federal Reserve Chairman Jerome Powell testified before...
Key Events This Week: No Data Releases But Fed Speakers Galore Including Powell (Twice) After what was arguably the busiest macro week of...
A few things are taking shape within the financial markets where investors should consider what lies ahead for bond yields and how to profit from the...
Everyone knows that growth stocks have been on a tear this year but what is more interesting is the divergence in performance between indexes with similar...
The week ahead is less eventful than the week that just passed, which saw the anticipated hike by the ECB and the small cut by the...
We can predict the future. This article is being written before the Fed meets for its June interest rate decision. And we can say with 100%...
Skip-Go? By Stefan Koopman, Senior Macro Strategist at Rabobank Even as the inflation crisis appears to be ebbing, markets remain highly...
China proxies; Hang Seng Index, Hang Seng TECH, and Hang Seng China Enterprises have outperformed S&P 500 & MSCI All Country Asia ex Japan since...
Key Events This Very Busy Week: CPI Tomorrow And Central Banks Galore After a very quiet week for markets and newsflow, this week steps up...
This was the second week in a row when the markets delayed their breakout and continued to flirt with the key levels. This time, the markets...