China To Cut RRR "Within A Week" As Evergrande Braces For Imminent Default Last Friday, just as markets were set to crater, during a meeting with...
Futures Flat Ahead Of Taper Accelerating Payrolls U.S. equity futures are flat, rebounding from an overnight slide following news that 5 "mild" Omicron cases were found...
I'm working madly to finish The Fiscal Theory of the Price Level. This is a draft of Chapter 21, on how to think about today's emerging...
Was Friday’s selling wave overdone? Too early to tell, but the damage from last week’s sudden bout of risk-off left all the major asset classes in...
Bitcoin was the most popular cryptocurrency in Russia in October, outpacing coins like Tether and Litecoin. Almost half of retail investors in Russia believe that cryptocurrencies...
The Euro's Death Wish Authored by Alasdair Macleod via GoldMoney.com, Last week’s Goldmoney article explained the Fed’s increasing commitment to dollar hyperinflation. This week’s article examines the...
The Thanksgiving celebration marks the start of the festive season, but erratic moves in financial markets are creating the impression that investors are already thinking about...
To understand the euro’s weakness, you have to look at the US as well as Europe.
BofA Is Bearish On Markets Ahead Of The 2022 "Rates Shock" For those who have been following BofA CIO Michael Hartnett's sometimes disjointed thoughts and observations,...
Central bankers are coming under mounting pressure to get inflation under control.
US bonds edged higher for the trading week through Friday, Nov. 19, but red ink took a toll on the rest of the major asset classes,...
The Market Is Signaling That A Scenario Of Sharply Rising Real Rates Is Untenable By Eric Peters, CIO of One River Asset Management; read this post...
Futures Rise As Usual, Approaching All Time High US equity futures resumed their upward climb (after Goldman quadrupled down on its call for a massive, year-end...
Money, Funny-Money, & Crypto Authored by Alasdair Macleod via GoldMoney.com, That the post-industrial era of fiat currencies is coming to an end is becoming a real...
Futures Rebound From Post-CPI Rout As China Property Stocks Soar US futures rose and European bourses once again rebounded from overnight lows, this time after concerns...
In April 2021 the governor of Edo State, Godwin Obaseki, said that the federal government printed an additional NGN 60 billion (60 billion naira) to be...
The Fed has got the good stuff, and it might take an intervention to set our economy back on track.
Confidence in the growth outlook could wane in the short term, particularly given the recent weakness in China, ‘stagflation risk’, and an earnings reporting season dominated...
Futures Flat Ahead Of Historic Taper Announcement, China Warns Of "Downward Pressure" On Economy US stock futures were flat ahead of today's Fed meeting, where the...
Breakeven yields in G7 sovereign bond markets have risen sharply recently in reaction to supply-side shocks and the spike in energy prices. Nominal yields have risen...
Futures Slide Dragged Lower By Amazon And Apple US equity futures fell along with European and Asian stocks on Friday after tech giants Amazon and Apple...
Asian markets were handed a Wall Street hospital pass this morning as Apple and Amazon both missed quarterly earnings expectations in after-market announcements. Rising labour costs,...
Loonie Soars After Bank of Canada Ends QE Early, Accelerates Rate Hike Timing To Mid-2022 Another day, another hawkish surprise from a developed central bank. While...
US risk assets refuse to go quietly into the night. Although the recent correction was the longest and steepest since the pandemic recovery began in the...
Fiat money extends the debt cycle and traps citizens in ever-increasing inflation — but bitcoin forces a reckoning.
Note: This is an unedited draft section from my inflation text. To what extent it depends upon observed behaviour, those figures will appear in another section...
Futures Slide On Stagflation Fears As 10Y Yields Spike US index futures dropped after IBM and Tesla fell after their quarterly results, with investors turned cautious...
Distraction As Policy While Our Economic Rome Burns Authored by Matthew Piepenberg via GoldSwitzerland.com, Desperation and distraction are masquerading as economic policy. Below we see how...
After seven consecutive months of gains, global equities fell by 4.3% in September (the MSCI AC World index in US dollar terms), cropping their year-to-date growth...
Pension funds, the most cautious of institutional investors, are now giving the booming crypto and blockchain sector a closer look. There are good reasons why pension...