Over the past few years, there has been a lot of talk about emerging markets in the Asia-Pacific region. One of those, India, with its robust...
US GDP expanded by 2.1% ADP Employment slides to 177,000 New Zealand business confidence expected to improve The New Zealand dollar posted slight gains...
ADP posts 177,000 new jobs but traders not convinced US Q2 GDP revised lower to 2.1% (2.4% previously) USD pares six week gains after weaker figures...
Inflation & Deficits & QT, Oh My!... Authored by Lance Roberts via RealInvestmentAdvice.com, Part one of this article discusses...
Add Q2 GDP To List Of Economic "Data" Revised Sharply Lower By Biden Administration Another data point, another major downward revision lower. In...
Gold buoyed by JOLTS data US 2-year yield slipped below 5% Could $1,950 be a major level of resistance? Gold made decent gains on Tuesday, buoyed...
Australian inflation falls to 4.9% US GDP expected to rise to 2.4% The Australian dollar has edged lower on Wednesday after sharp gains a day earlier....
Nothing lasts forever, as any student of the business cycle knows. But recognizing that the economy is dynamic, and constantly shape shifting, doesn’t...
Credit Is Least Priced For A Recession Authored by Simon White, Bloomberg macro strategist, Credit spreads, high yield and investment grade,...
Overview: The dollar staged a major technical reversal yesterday, in a dramatic reaction to a considerably weaker JOLTs report than expected, spurring...
Part one of this article discusses the potential ramifications related to policy actions that China and Japan might take. These large U.S. Treasury bondholders...
Back at the beginning of this year, Mr. Steven Kopits asserted that the Philadelphia Fed’s early preliminary benchmark supported a recession in 2022H1,...
Conference Board Economic Forecast: Looking into 2024, we expect the volatility that dominated the US economy over the pandemic period to diminish. In...
Those Who Fail To Study History Are Destined To Outperform By Russell Clark, former CIO of Horseman Global Capital and author of the Capital...
That’s from a Reuters report a few days ago. I think it’s important to (1) keep in mind what forecasters are saying, and (2) what GDP...
Today, I’d like to discuss a couple of correlations in areas where I wouldn’t expect to observe them. One is the positive correlation between free...
For ten years, Chalmers University of Technology, Sweden, has coordinated the EU’s largest research project ever – the Graphene Flagship with a budget...
I did a short trip to Lake Placid New York last weekend, and largely missed out on the Jackson Hole central banker discussion. Although some specific...
FOCUS ON: Traders Prepare for Collection of Big News Announcements Investors and traders prepare for batch of important news announcements Key US Non-Farm... ...
Ten Reasons To Doubt The Possibility Of A "Soft Landing" Authored by Michael Maharrey via SchiffGold.com, There is a growing consensus that...
Futures Flat Ahead Of Data Dumpfest US stock futures erased gains of as much as 0.3% following another parade of modest China stimuli as...
Last week I briefly profiled the earnings yield as a tool for estimating the US stock market’s equity risk premium, the return on stocks over a...
US releases consumer confidence and job openings later on Tuesday Australia releases CPI on Wednesday The Australian dollar is in positive territory on...
Overview: The dollar was threatening to break higher at the end of last week, and the euro and sterling closed below key supports. However, so far this...
Beijing Soon Needs A Whatever-It-Takes Policy Move By George Lei and Ye Xie, Bloomberg markets live reporters and strategist China’s benchmark CSI...
Bonds have had one of the worst years in modern times and one of the fastest rates of interest rate rises.The good news is the market has...
German business climate falls for fourth consecutive month Fed Chair Powell and ECB President Lagarde address Jackson Hole summit The euro has posted limited...
Key Events This Week: Payrolls, GDP, JOLTS, PCE And ISM Thanks to a UK holiday, it's a quiet start to what is shaping up as a...
Peter Schiff: Jerome Powell's Jackson Hole Speech Was Full Of Holes Via SchiffGold.com, Federal Reserve Chairman Jerome Powell delivered...
Overview: Many market participants sense an inflection point is near. The dollar settled last week beyond key levels against several major currencies,...