The economy doesn’t have a real inflation problem, and not recognising the difference is the biggest danger.
Global Economy Heading For "Mother Of All" Supply Chain Shocks As China Locks Down Ports Over the past month, as Wall Street turned increasingly optimistic on...
Businesses in the United Kingdom are becoming more confident in their operational capabilities as… The post UK firms bracing for huge investments in 2022 first appeared...
Equities held their ground in December despite being faced with two factors that could have led to sharp falls: The resurgence of Covid infections and US...
Beijing Expected To Keep 'Zero COVID' Policy For At Least Another Year With China facing the prospect of an omicron-driven wave of COVID cases that's worse...
Sentiment indicators like PMI’s are nice and all, but they’re hardly top-tier data. It’s certainly not their fault, these things are made for very times than...
Will we now see a proper pandemic recovery?
Gold and crude oil, both denominated in US dollars, are strongly linked so the gold to oil ratio is an important indicator of the global economy’s...
Futures Ramp Above 4,700 On Growing Omicron Optimism If you had gone to bed on Thanksgiving after eating a little too much tryptophan and only woken...
Five investments to buy should benefit from the National Guard response to civil and COVID-19 emergencies in the United States that highlight companies expected to receive...
Brace For 2022 As Global Credit Impulse Goes Negative Authored by Christopher Dembik via Saxo Markets The economist consensus is optimistic about economic growth in 2022....
Futures Reverse Lower As Fed Meeting Looms US stock futures fell on Tuesday, reversing an earlier gain, as traders prepared for this year’s barrage of final central...
The Dow Jones, the S&P 500, and the Nasdaq advanced on a weekly basis following optimism that the Omicron variant of coronavirus may have smaller effects...
U.S. WTI crude futures dropped 7 cents, or 0.1%, to $70.87 a barrel, after… The post Oil prices drop on profit-taking first appeared on Trading and...
A month of ups and downs that ended down November started well on the back of good corporate results. Despite lingering concerns over inflation and the...
Investors are generally taught that highly concentrated portfolios mean taking on more risk, but that may not always be the case. In Polen Capital’s experience, the...
Here Are Goldman's Four Market-Moving Omicron Scenarios Goldman Sachs is out with a comprehensive look at four scenarios for the new Covid-19 'Omicron' strain, which at...
Beijing Capitulates: Urges Local Govts To Unleash Debt Flood As Cities Begin Backstopping Property Developers Despite the best efforts by South African doctors to temper the...
Whether you're looking for different growth methods or believe in emerging markets, these are some of the best international stocks to buy on the market. The...
As e-commerce growth accelerates it is important that online marketplaces constantly improve their services to stay relevant. Polen Capital identify the characteristics that companies should exhibit...
Rickards: Towards A New Great Depression Authored by James Rickards via DailyReckoning.com, First Down Payment on a Boondoggle Thirteen Republican congressmen crossed the aisle late Friday...
There is no “decoupling”, at least there hasn’t been yet. Why would this time end up any different? The history of the term has itself changed...
By Kristalina Georgieva G20 should lead in sharing vaccine doses, helping developing countries financially, and committing to reaching net-zero carbon emissions by mid-century. When G20 leaders...
Is Stagflation Here: Comparing The 2020s With The 1970s... Now that the fear of stagflation is a growing concern on Wall Street as the latest BofA...
By Andrea Pescatori, Martin Stuermer, and Nico Valckx Soaring natural gas prices are rippling through global energy markets—and other economic sectors from factories to utilities. An...
Jim Chanos: China's "Leveraged Prosperity" Model Is Doomed...And That's Not The Worst Of It Authored by Lynn Parramore via The Institute for New Economic Thinking, Famed...
Maybe the problem is the slogans, though I seriously doubt it. There are, admittedly, way too many and perhaps there is something lost in the translation....
Futures Reverse Losses Ahead Of Key CPI Report For the second day in a row, an overnight slump in equity futures sparked by concerns about iPhone...
Inflation fears persisted overnight with the US dollar continuing to march higher, despite long-dated US yields falling. New York markets seemed more preoccupied with the yield...
Third Quarter Earnings Season Begins Tomorrow: It Could Be Ugly As the following chart from Bloomberg shows, for six consecutive quarters, earnings season provided the antidote to...