As Q3 winds down and Q4 begins, the broad investment climate is being shaped by the turning of the monetary cycle. Norway was the first, and New...
Are investors getting complacent? The next few months are going to be extremely interesting in the markets, with central banks becoming less comfortable with the level...
“The Housing Market Is Almost Frozen" - An Even Bigger Problem Emerges For China With Wall Street's fascination with risk associated with Evergrande's default fading fast,...
Joe Biden seems to have little appetite for closer economic ties.
The Issue: The COVID-19 pandemic demonstrates in a particularly stark way how the world is interconnected with respect to the transmission of disease. But it is...
The Coming "Reversion To The Mean" Of Economic Growth Authored by Lance Roberts via RealInvestmentAdvice.com, From stimulus boom to income thud, the coming “reversion to the mean” of...
With COVID-19’s disruptions in employment, child care, and education, it is unsurprising that child poverty substantially increased in 2020—roughly 1.2 million more children were living in...
From stimulus boom to income thud, the coming "reversion to the mean" of economic growth is happening faster than economists expected. We previously noted that while...
You’ve heard of the virtuous circle in the economy. Risk taking leads to spending/investment/hiring, which then leads to more spending/investment/hiring. Recovery, in other words. In the...
Household Net Worth Hits Record $142 Trillion, Up $31 Trillion Since COVID, But There Is A Catch... Another quarter, another record high in (1%er) household net...
Germany was steady under its longstanding chancellor, but also stagnant.
Stocks rally nearly 1% higher yesterday despite a surprisingly hawkish tone from Fed Chair Jerome Powell teasing taper. Next on the horizon for the bulls is...
Over the past year, Latin America has been covered heavily in the international news as the COVID-19 pandemic led many to question our endurance in the...
OTTAWA – Real gross domestic product (GDP) of the natural resources sector rose 0.6% in the second quarter of 2021, the fourth consecutive quarterly increase. Real GDP of the...
China Syndrome? Is Evergrande A Symptom Of Deeper Malaise Authored by Bill Blain via MorningPorridge.com, “If that’s true, we are very close to the China Syndrome...
Evergrande's Impact On The Broader Junk Bond Market Ahead of China's reopening on Wednesday after a two-day holiday which has seen property stocks traded in Hong...
This past week saw a number of potential market headwinds emerge that pressured the major averages lower. Mixed data showing higher inflation at the wholesale level,...
FedEx is an overlooked opportunity and that's why I’m sharing a FedEx stock forecast today. The company continues to benefit from increased shipping. The post FedEx...
Key Events This Extremely Busy Week: Central Bank Meetings Galore, Congress Chaos, Elections And More Besides the "sudden" emergence of Evergrande contagion - which nobody could...
Canadians Head To The Polls In Election That Could Oust Justin Trudeau And Return Conservatives To Power With polls suggesting an extremely tight race, Canadians are...
Steyn: A Hinge Moment Of History Authored by Mark Steyn via The Gatestone Institute, It was certainly the weirdest year. It began with a supremely weird...
In terms of central bank meetings, the week ahead is one of the busiest. No fewer than 13 central banks hold policy meetings, divided between six...
Americans Panic Over Soaring Inflation, Buying Conditions Hit The Worst On Record One month ago, when looking at the internals of the UMich report, we noted...
The week we’ve all been waiting for Next week is action-packed including rate decisions from the US, Japan, UK, South Africa, Turkey, Switzerland, Norway and Sweden....
The New Zealand dollar is almost unchanged in the Friday session. NZD/USD is currently trading at 0.7070, down 0.04% on the day. New Zealand manufacturing PMI ...
China Braces For "Nightmare Scenario" As Evergrande Offers Broke Investors Discounted Apartments Up until now the collapse of China's Evergrande was very much a slow motion...
Walmart (WMT) doesn't need much explaining. The retail giant is the biggest company on earth in terms of revenues. To put Walmart's size into perspective, 90% of...
Futures Fade As Dismal China News Steamrolls Sentiment While Microsoft did everything it could to halt the recent market drop which has dragged stocks lower on...
Overview: The sixth decline of the S&P 500 in the past seven sessions set a negative tone for equity trading in the Asia Pacific region, and the...
Chinese Data Dump Confirms Hard Landing Imminent Update (2210): On the heels of data showing land sales collapsing, tonight's smorgasbord of data (absent only GDP) on consumption, industrial...