Mario Draghi is back to save Italy by now running it. Like Janet Yellen resurfacing at the US Treasury, these people are thought of in the...
Futures Surge Above 3,800 As Short Squeeze Fizzles; Attention Turns To Stimulus US equity futures have continued their Monday rally, rising above 3,800 as the collapse...
In his latest strategy note, Alastair George, the Chief Investment Strategist for international investment research and consultancy firm Edison Group, gives his outlook on global equity...
The Mystery Of The Stagnated Productivity Growth Authored by Tuomas Malinen via GnSEconomics.com, In late 2017 we reported, as probably the first macroanalytic firm in the world to...
Keynesians Going All-In Authored by Alasdair Macleod via GoldMoney.com, Mainstream economists are celebrating Joe Biden’s election as US President. For Keynesians, the outlook is for a...
Exit The Bond Vigilantes, Enter The Crypto Vigilantes Authored by Peter Earle via The American Institute for Economic Research, Alongside expansionary monetary policy, government efforts to...
JPMorgan Tries To Slam Bitcoin Again, Fails Spectacularly In its third attempt to talk down bitcoin in the past two months (see here for attempt #1,...
Recent news about the COVID-19 pandemic has been worrying, with more contagious strains of the virus spreading internationally, rising contamination rates, and healthcare systems on the...
China Reports Stronger Than Expected GDP, Is Only Major Economy To Grow In 2020 China, which a little over a year ago unleashed a global pandemic...
The Perfidious Effects Of Money Printing Via SchiffGold.com, There were a number of inauspicious records set in 2020 and the impacts will continue to reverberate through the economy...
This is a talk I gave for IGIER at Bocconi (zoom, sadly) Jan 11 2021. Olivier Blanchard also gave a talk and a good discussion followed....
Vltava Fund’s letter to shareholders for the fourth quarter ended December 2020,discussing the three types of inflation being: monetary inflation, asset price inflation, and consumer price...
Stocks Grind Higher As Focus Turns From Capitol Chaos To Coming Stimulus Bonds erased early losses and stocks give back opening gains, drifting back within Wednesday’s...
By Karen Schenone, Head of US iShares Fixed Income Strategy at BlackRock. Learn how iShares high yield bond ETFs can help generate income in a low...
The world’s reserve currency has been weakening since May and recent trending behavior suggests the slide has room to run and so it’s time for a...
By Robin Marshall, Director of Fixed Income Research, FTSE Russell. According to recent data, US Treasuries have become expensive compared to other major sovereign bond markets...
Ten Remarkable Financial Events Of 2020 Authored by Peter Earle via The American Institute for Economic Research, The past year has been one full of superlatives:...
Will The Fed Lose Control In 2021? Authored by Alasdair Macleod via GoldMoney.com, The most important event in the new year is likely to be the...
In the eyes of many, covid-19 has truly accelerated things. Tech aficionados have been rejoicing as virtual meetings, Zoom calls, and overall digitization within companies have...
The 10 Most Important Changes Of The Past Year Authored by Louis-Vincent Gave via Evergreen Gavekal blog, "Time changes everything except something within us which is...
In Historic Reversal, China's Credit Impulse Just Peaked: What This Means For Global Markets Back in June 2017, we wrote that if one had to follow...
Eurizon Asset Management’s investment view and risk scenarios for 2021. Q3 2020 hedge fund letters, conferences and more Scenario 2021 In 2021, the global economy should...
A bear-market bias continues to weigh on the US Dollar Index, which has tumbled sharply this year. That’s a bullish tailwind for US investors holding assets...
Marko Kolanovic, the well-known quant strategist with JPMorgan, sees a positive feedback loop forming that will drive the markets higher next year. Kolanovic believes that a...
In 2020, the secondary market played a pivotal role. In the year ahead, it remains to be seen whether actions the Fed took will be enough...
Peter Schiff: The Bond Market Is Broken Tyler Durden Wed, 12/09/2020 - 13:08 Via SchiffGold.com, A lot of pundits and analysts insist inflation isn’t a problem because the...
2021 Will Be A "Reality Check On Extend-And-Pretend" - Saxo Bank Unveils Its 'Outrageous Predictions' For The Year Ahead Tyler Durden Tue, 12/08/2020 - 08:35 Via...
Morgan Stanley: "The Biggest Debate About 2021 Isn't Where The Market Is Going. It's How It Gets There" Tyler Durden Sun, 12/06/2020 - 18:15 By Andrew...
Bernie Sanders’ economic advisor Stephanie Kelton, a leading voice behind the push to spend more on progressive priorities, appearing in the Intelligence Squared U.S. debate on...
The Australian dollar is in positive territory for a third straight day, as the currency trades above the 0.74 level. Currently, AUD/USD is trading at 0.7429,...