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,...
BRICS Expands Footprint In The Global South Following the 15th annual BRICS summit, which was held in Johannesburg, South Africa last week,...
Eswar Prasad in today’s NYT: The real challenge is for the government to explicitly recognize that without a strong relationship with its private sector,...
"A Long Way To Go" - Fed Chair Powell Delivers Hawkish J-Hole Speech Powell's full speech is below but to summarize - "we ain't done yet."...
Watch Live: "A Long Way To Go" - Fed Chair Powell Delivers Hawkish J-Hole Speech Update: Powell's full speech is below but to summarize -...
Jackson Hole Preview: "Do We Receive Another Hawkish Surprise?" With the most important earning report of the week, and probably quarter,...
Quick Take Global central banks are decidedly rolling back on their respective balance sheets, indicating an aggressive stride in quantitative tightening...
The EM-ification Of Developed-World Government Bonds Authored by Simon White, Bloomberg macro strategist, Heightened inflation risks and...
Since the beginning of 2022, the media has regularly warned a recession is coming. As we suggested previously, if a recession DID occur, it would be...
The 10-year yield closed on Thursday above my key level of 4.25%: Does that mean mortgage rates will hit 8%?
Clock Is Ticking Down On Stimulus Bazooka In China Authored by Simon White, Bloomberg macro strategist, The likelihood of significant fiscal...
Overview: Encouraged by the continued stream of US data, which suggests that the world's largest economy is accelerating, the US 10-year yield is approaching...
A once-in-a-century change in the world’s economic order is underway. Yet few in the West grasp what that means or how to manage in the new...
Ringing Hollow By Stefan Koopman, Senior Macro Strategist at Rabobank The UK's pivotal role in European finance means its economic data has...
Biden Budget Deficits Look Like Those Normally Seen In Recessions Authored by Michael Maharrey via SchiffGold.com, To hear President Joe...
Overview: The US dollar is trading with a slightly heavier tone in the European morning. It has stalled in front of JPY145.90, where the BOJ intervened...
With China's Economy On "Verge Of Collapse", PBOC Central Banker Calls For Helicopter Money As Bloomberg's Garfield Reynolds writes in the...
"They Are Lying Every Day": Backlash As China Stops Releasing Data On Soaring Youth Unemployment As we reported in July, China's youth unemployment...
We can’t understand current geopolitical events without understanding how fossil fuels shaped the 20th century. In this episode of The Active Share,...
Government Bonds Or Stocks - Which Is A Better Choice Now? Authored by Lance Roberts via RealInvestmentAdvice.com, Government bonds or stocks?...
Futures, World Markets Tumble After China Surprise Rate Cut Sparks Growth Fears US futures and global markets are weaker and bond yields resume...
Government bonds or stocks? If you were picking an asset class to outperform over the next 18-24 months, which would you choose? Such was an interesting...