In his latest strategy note, Alastair George, the Chief Investment Strategist for international investment research and consultancy firm Edison Group, gives his outlook on global equity...
The economy grew at a 4.0 percent annual rate in the fourth quarter, driven largely by strong growth in housing and investment in equipment.
The numbers for U.S. economic growth in 2020 are in, and as expected, they’re not good. Although things were looking up in the fourth quarter, the...
The US dollar slipped against many of its major currency rivals on Thursday, with market euphoria returning to the equities arena following the biggest one-day drop since October. This comes as initial jobless...
US Q4 GDP Grew 4%, Missing Estimates Q4 GDP rose at an annual rate of 4.0% in the fourth quarter of 2020, missing consensus estimates of...
By Vitor Gaspar, Raphael Lam, Paolo Mauro, and Mehdi Raissi The COVID-19 pandemic is accelerating in many countries and uncertainty is unusually high. Decisive government actions...
Overview: The steepest loss in US equities since last October is rippling through the capital markets in the form of de-risking. The rout is not over,...
Tokopedia, Lazada, Shopee, and other firms created an e-commerce market in Indonesia in the past decade, making it possible for consumers to shop online in the...
Financial markets experienced a minor taper tantrum overnight, although my mother, having endured years of bringing up a highly-strung devil child, would even rate it as...
On Tuesday, January 19, 2021, the Treasury secretary designate Janet Yellen outlined before the Senate Finance Committee the likely course of President Joe Biden’s economic policies in...
First Eagle Global Value annual letter to investors for the year ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Those who think...
The COVID-19 pandemic has unleashed the first recession in a quarter of a century across the African continent, but many experts believe that the economic shock...
In our globalized economy, currency pairs have a negative correlation with gold, so how does the current EUR/USD situation impact the yellow metal? Q4 2020 hedge...
This article is the 4th in a 6-part series by GreenWood Investors, examining how the drivers of value creation are the same as sustainability drivers. We...
Imposition of financial discipline to reduce moral hazard is more of a risk to Chinese economic growth in 2021 than a tightening of monetary policy. As...
The Mexican peso is rebounding from its two-week low against the US dollar on Tuesday, breaking below the 20.00 level. The peso struggled to kick off the trading week as President Andres Manuel Lopez...
The government’s initial estimate of fourth quarter economic activity is expected to confirm that the healing continues following last year’s dramatic coronavirus-triggered recession. Although this week’s...
Equity markets drop over stimulus rumblings If financial markets needed any further confirmation that the US fiscal stimulus was the only game in town, the buy-everything...
The Biden administration’s USD 1.9 trillion-stimulus proposal is large – amounting to 9% of US annual GDP – and redolent of the October, pre-election speculation about...
Hedge Fund CIO: "It's An Orgy" By Eric Peters, CIO of One River Asset Management “The big boys are no longer bullish,” bellowed Biggie Too in...
US Economy Is Set To Overheat As Households Are Flooded With $2 Trillion
The Mystery Of The Stagnated Productivity Growth Authored by Tuomas Malinen via GnSEconomics.com, In late 2017 we reported, as probably the first macroanalytic firm in the world to...
Goldman's Clients Are Freaking Out About A Stock Bubble: Here Is The Bank's Response One doesn't have to be a "legendary" investor to call out bubbles,...
Investors returned from a long holiday weekend encouraged by the peaceful transfer of power in Washington D.C.
Putting The Cost Of COVID-19 In Perspective When it comes to the toll on human life, mental well-being, and any long-term complications, the true cost of...
US Economy Set To Overheat As Households Are Flooded With $2 Trillion In Excess Savings Something unprecedented happened in the immediate aftermath of the passage of...
Keynesians Going All-In Authored by Alasdair Macleod via GoldMoney.com, Mainstream economists are celebrating Joe Biden’s election as US President. For Keynesians, the outlook is for a...
The focus in the week ahead is squarely on the United States. The ECB, the BOJ, the Bank of Canada, and Norway's Norges Bank met last...
The Chinese economy continues to recover at a steady pace, despite the new coronavirus pandemic and a marked decline in GDP in other countries
Gold seems to be sleeping off its latest mini-rally and lacks the momentum to reach new highs. What happens from here? Has the USD bottomed? And...