BOE Surprises Markets By Keeping Rates Unchanged For The First Time In Two Years One day after the Fed kept rates unchanged in what multiple...
Overview: The Federal Reserve's hawkish hold, which included 50 bp less of cuts next year than it had signaled in June, has lifted the dollar against...
Hedge Funds Add China Stock Shorts Even As Growth Bottoms By Ye Xie, Bloomberg Markets Live reporter and strategist China’s economy has...
Wall Street Reacts To The Fed's "Confused" 2024 Hawkish Shock In our FOMC preview, we said that the only thing that will matter today was...
The media have been giving considerable attention to the national debt in the last year or so. They have some cause, it has been rising rapidly,...
Is This Time Different - Unpacking Bond Yields Authored by Michael Lebowitz via RealInvestmentAdvice.com, In Our Elevator Pitch For Bonds,...
It seems like ages ago that the US government flirted with a shutdown, but it was only this past spring when Washington danced on the precipice....
In Our Elevator Pitch For Bonds, we ask, "is this time different." Our view of the attractiveness of bonds can be honed into an elevator pitch....
LONDON, UK – China’s slowdown and deflation will create winners and losers in the global economy, market research firm Euromonitor ... Read more
The recession’s start is further delayed as forecasted growth continues. FT article and survey results: q4/q4 growth at 2% [1.3%, 2.5% 90%ile range]....
A few large-caps and large-cap techs are holding up, but other areas of the market are showing weakness. Namely, the Retail SPDR (XRT) and Regional Bank...
After Steamrolling Credit Suisse AT1 Investors, UBS Is Selling CoCo Bonds Of Its Own Wall Street's institutional memory is now officially...
The government’s third quarter economic report appears to be on track to report that US output accelerated to 3%-plus, based on the median estimate via...
Libya Dam Disaster Shows Horrific Consequences Of US-NATO Imperialism Authored by Chris Hedges via Common Dreams, “We came, we saw, he...
FOCUS ON: US Fed, Bank of England, and Bank of Japan to make Interest Rate Announcements Busy week for Central Banks after inflation... Read More... The...
Key Events This Busy Week: Central Banks Galore, Including Fed, BOJ And BOE This Wednesday's FOMC meeting and decision (to keep rates unchanged)...
Full Impact Of Global Rate Rises Yet To Be Felt In Markets Authored by Simon White, Bloomberg macro strategist, The lagged effect from central-bank...
"This Is Bad, Really Bad..." Authored by Matthew Piepenburg via GoldSwitzerland.com, Real BRICS Threat + The Worst Macros I’ve Ever Seen In...
Overview: With many central bank meetings in the days ahead, the dollar has begun the new week on a quietly and mostly in tight ranges, helped by...
Currency Wars Versus Gold Standards Authored by Alasdair Macleod via GoldMoney.com, Russia and the Saudis are driving up oil and diesel prices....
The week ahead is dominated by central bank meetings. Six of the G10 central banks meets. The post-Covid monetary tightening cycle is ending. The start...
It would seem Apple needs a new home-run product to boost its share price. Instead, it has introduced virtual reality goggles.
I am writing this personal letter to Crescat’s clients and followers ahead of our regular monthly research letter to literally ... Read more
Federal Reserve could be cautious as data continues to show economic resilience BoE may raise rates for the last time in this cycle BoJ eyed for...
GDPNow Q3 revised slightly down (4.9% SAAR), GS about the same (3.2%). Figure 1: GDP (bold black), Survey of Professional Forecasters median (tan), WSJ...
Recent opinion polls show American are very gloomy on both the economy and Biden.
Even before Storm Daniel hit, Derna in Libya was in dire need of help. But it’s not always clear how best to help humanitarian organisations to...
Bond Vigilantes And The Waiting For Godot Authored by Lance Roberts via RealInvestmentAdvice.com, The term “Bond Vigilantes” is a nostalgic...
The term "Bond Vigilantes" is a nostalgic twist on an old-west theme. In the nineteenth century, the American West formed self-appointed groups, or committees,...
Yesterday’s significant US dollar up moves against the EUR, GBP, and CHF have not spread to the Chinese yuan and antipodean currencies. The choice of...