NY Fed Finds Medium, Long-Term Inflation Expectations Jump Amid Surge In Stock Market Optimism One month after the inflation outlook tracked...
Take-up at the Overnight Reverse Repo Facility (ON RRP) has halved over the past six months, declining by more than $1 trillion since June 2023. This...
In the past 23 years, the U.S. has produced one budget surplus (fiscal 2001) and 22 budget deficits. The past four budget deficits, from fiscal 2020...
The Committee for Economic Development (CED) of Conference Board recently put out “Explainer: The National Debt” which is pretty much a greatest hits of debt scare...
China Sets Economic Growth Target At Around 5% This Year, Will Boost Defense Spending By 7.2% China will target economic growth of "around...
To prevent public debt from soaring in the wake of the global financial crisis in 2009, Germany has enshrined a “debt brake” in its constitution. The...
The Fed's Independence Was Nice While It Lasted Authored by Simon White, Bloomberg macro strategist, Born in the 90s and tested to destruction...
These Are The 25 Best Countries For Retirement In 1881, Otto von Bismarck proposed a radical idea for retirement: people above the age of...
Inflation Expectations Tumble To Lowest Since Jan 2021, As Do Wage And Spending Growth, In Latest NY Fed Survey After a few months of late...
How long before interest payments on the debt exceeds revenues? An cross-the-board ‘Debt Jubilee’, however, from an historical perspective shows that...
The World Is Sitting On A Powder-Keg Of Debt Authored by Michael Maharrey via SchiffGold.com, The Federal Reserve recently surrendered in...
It's Been A Surprisingly Good Year For Global Financial Assets Authored by Simon White, Bloiomberg macro strategist, Nearly all global stock...
"For me context is the key - from that comes the understanding of everything." -Abstract Artist Kenneth Noland. That holds true for us as well! Proper...
A recent warning by YahooFinance warns investors to sell their cash and buy bonds and stocks now as the Fed pauses. To wit: "Get out of...
Take-up at the Federal Reserve’s Overnight Reverse Repo Facility (ON RRP) increased from a few billion dollars in January 2021 to around $2.6 trillion...
Take-up at the Overnight Reverse Repo Facility (ON RRP) has halved over the past six months, declining by more than $1 trillion since June 2023. This...
US Treasury Reveals Lower Than Expected Rate Of Debt Sales In Quarterly Refunding Plan; Yields Slide We already knew - after its publication...
"War For Longer" - To Think Markets Can Keep Sailing Through What We Are Seeing Is "Delusional" Authored by Michael Every via Rabobank, Friends:...
Despite the recent headwinds from rising U.S. Treasury yields, we have not changed our constructive medium-term outlook for emerging markets (EM) debt....
Broke Millennials Wait For Boomer Parents To Die For Next 'Great Wealth Transfer' Since 1980, US government debt has exploded, soaring from...
Heading Toward Another US Government Default Authored by James Turk, Founder of GoldMoney, “How did you go bankrupt?” Bill asked. “Two...
Dollar's Fate Is Sealed As Fed's Independence Eroded Authored by Simon White, Bloomberg macro strategist, US fiscal policy is increasingly...
Yields Might Have Long Way To Go To Seduce Buyers Authored by Simon White, Bloomberg macro strategist, US households are becoming the buyer...
The three highest-ranking countries on the list for retirees are the Netherlands (85.0), Iceland (83.5) and Denmark (81.3). Australia came in fifth (77.3),...
War Wakes Up Gold Authored by Alasdair Macleod via GoldSchiff.com, Last week, a firmer trend in gold continued as markets realized the seriousness...
Two events scared the living you-know-what out of the markets last week: 10-year Treasury yields hit 5% 30-year mortgage rates hit 8% The last time either...
China's leader Xi Jinping recently laid out the goal of reaching the per capita income of "a mid-level developed country by 2035." Is this goal likely...
Overview: The markets remain on edge. The press reports US President Biden is planning an imminent trip to Israel while Iran warns of "multiple fronts"...
The Cult Of 'Forever Low' Interest Rates Had To End Sometime Authored by Veronique de Rugy via The Epoch Times, Countless financial soothsayers...
Key Events This Busy Week: Retail Sales, Housing, Earnings And Torrent Of Fed Speakers Including Powell With earnings season now having started...