Futures Drift Amid Global Risk-Off Sentiment US equity futures are flat, bond yields are lower, the dollar is higher, and commodities (ex-Ags)...
The stock market surged last Friday after the employment report showed a gain of over 300k jobs while the year over year change in average hourly...
The BEA released their estimate of vehicle sales for May this morning. The BEA estimates sales of 15.05 million SAAR in May 2023 (Seasonally Adjusted Annual...
Could monetary conditions be supportive of the "soft landing" scenario? While the "recession" versus "no recession" debate rages, there is a precedent...
Overview: The market was gearing up for a June Fed hike and officials and this helped lift the greenback. However, the Fed Governor Jefferson, nominated...
In this post we summarize the main results of our contribution to a recent e-book, "The Making of the European Monetary Union: 30 years since the...
Overview: Yesterday's dollar surge has stalled. It is consolidating its gains and is softer against all the G10 currencies. After popping above JPY140...
Fed swaps earlier priced in a quarter-point rate rise by July FOMC Meeting 10-year Treasury yield rises 4.4 bps to 3.784% Nvidia delivers biggest one-day...
What Are The Markets Getting Wrong? Authored by Michael Maharrey via SchiffGold.com, We’ve talked about the recent selloff in gold. On...
At the turn of the millenium, the concern was that the US was paying off the debt too quickly! Here are a few excerpts from a...
Overview: Federal Reserve Chair Powell's offered a stronger case for a pause in the monetary tightening before the weekend and this sapped the dollar's...
Mostly stronger than expected economic data, hawkish rhetoric by several Fed officials, some signs of progress on the perverse drama over the debt ceiling, and...
Last month, the Federal Reserve increased interest rates again, the ninth consecutive increase since the Fed began raising rates in ... Read more
Talk Is Cheap; What Will The Fed Actually Do? Authored by Michael Maharrey via SchiffGold.com, Gold had dropped by over $100 in the last...
Key Events This Week: Retail Sales, Retail Earnings And Lots Of Fed Speakers After several busy weeks, and with some 90% of S&P companies...
A Third Of US Home Prices Fall In First Quarter As Shelter Costs Peak Goldman Sachs chief economist Jan Hatzius told clients he views today's...
Key Events This week: CPI, PPI And The All-Important SLOOS With the bulk of Q1 corporate earnings now in the history books - and coming in...
Today, we present a guest post written by David Papell and Ruxandra Prodan, Professor and Instructional Associate Professor of Economics at the University...
The central bank of the United States is known as the Federal Reserve. Founded in 1913 under the Federal Reserve Act, it has a dual mandate...
Futures Grind Higher Ahead Of Fed Hike Amid Continued Regional Bank Jitters, Oil Exten S&P 500 futures are marginally higher on the day...
Wards Auto released their estimate of light vehicle sales for April: U.S. Light-Vehicle Sales Continue to Surprise on High Side (pay site). Wards Auto estimates sales of...
Key Events This Very Busy Week: Fed, ECB, Apple And April Payrolls The busiest week of Q1 earnings season is now in the history books, and...
As the mainstream focuses on negative developments, such as the Fed's latest utterings and the implosion of subsets of the commercial real estate (CRE)...
The next liquidity crisis will likely be spurred by the woes in commercial real estate (CRE); ironically, a four-headed megatrend which has been accelerated...
Breakeven Inflation Rates Falling Isn't Bullish Authored by Lance Roberts via RealInvestmentAdvice.com, What can breakeven inflation rates...
What can breakeven inflation rates tell us about oil prices, energy stocks, and market direction? It turns out it's a lot more than you think. Since...
If you’re reading this article, it may be because you’ve recently heard about rising inflation. We can all recognize inflation ... Read more
US CPI data is likely to show on Wednesday that inflation has peaked and the Federal Reserve must stop interest ... Read more
In comments on the market, Daniel Berkowitz, investment director for investment manager Prudent Management Associates wrote: All Eyes On Inflation Data...
The Federal Open Market Committee (FOMC) started increasing rates on March 16, 2022, and after the January 31–February 1, 2023, FOMC meeting, the lower...