We have been optimistic about the prospects for equities this year despite fears of recession. And even though investors have listed a deeply inverted...
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...
China’s share of global gross domestic product (GDP) shrank to just 5% in 1978, but a series of market reforms supercharged the country’s economic...
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...
5 Things I Truly Don't Understand About The "Inevitable Energy Transition" Authored by Jude Clemente via RealClear Wire, Please note: this...
https://bondvigilantes.com/wp-content/uploads/2023/05/1-emerging-market-growth-1024x576.pngOne of the key motivations for investing in emerging markets...
For weekend reading, Gary Alexander, senior writer at Navellier & Associates, offers the following commentary: Come mothers and fathers throughout...
June is a pivotal month. The US debt-ceiling political drama cast a pall over sentiment even if it did not prevent the dollar from rallying or 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...
Many people are wondering if the higher interest rates set by the Federal Reserve are slowing inflation. For nine months ... Read more
NVDA Adds Record Market Cap; Everything Else Dumps As Debt-Ceiling Idiocy Continues Nvidia... that is all. Yes there was macro data: GDP...
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...
The Market Is Not The Economy: Germany Enters Recession With DAX At Record High The old mantra that 'the market is not the economy' has never...
DBRS Joins Fitch Placing United States' AAA Rating On Watch Negative With its CDS trading like an emerging market, it is likely no surprise...
Fitch Places United States' AAA Rating On Watch Negative, Blames "Political Partisanship" With its CDS trading like an emerging market, it...
Velocity And Money Supply - Inflation's Dance Partners Authored by Michael Lebowitz via RealInvestmentAdvice.com, Most people think the nation’s...
Most people think the nation's money supply is the sole cause of inflation. They fail to realize inflation has two equal dance partners. The money supply...
Since rates commenced rising, we have been tracking the consumer closely, waiting for the inflection point where inflation and higher mortgage commitments...
Not only is degrowth is not the same as negative GDP growth, it is actually better for the planet.
In November 2019, members of our global equity team traveled to India to meet with management teams of more than 80 companies, gathering insights on India’s...
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...
The End Game For The Debt Ceiling By Howard Wang of Convoy Investments The US debt ceiling crisis Currently there is considerable political...
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...
Maybe I’ve missed it, but I have seen very little mention of import prices in discussions of the current and future course of inflation. That seems...
As we near June 1, the date at which Treasury Secretary Janet Yellen claims that the federal government will default on the federal debt if the...
Is The Worst Behind Us? Authored by Lance Roberts via RealInvestmentAdvice.com, Monetary Support Suggests Bear Market Is Possibly Over Could...
Could massive monetary support have softened the deep bear market many expected? It is an interesting question. Particularly given the Fed has hiked rates...
As part of a project on U.S.-South Korea-Japan trilateral cooperation on economic security, the Center for East Asia Policy Studies (CEAP) at Brookings...
Overview: Better than expected US core retail sales and manufacturing output sent US rates higher and helped lift the greenback during the North American...