Stronger inflation data in the US again fuels the ‘transitory-versus-persistent’ debate on the fundamental nature of inflationary pressures. It is a discussion that has further to...
Powell Pushes Back Against Tapering Talk In House Testimony Update (1350ET): Nearly two hours into Powell's testimony, AOC appeared on screen to prod Powell about the...
Wells Fargo Reports Another Disappointing Quarter: Interest Income Flat As Average Loans Tumble After the solid results from both JPM, Goldman, and BofA (which saw strong...
Schiff: US Government Spending Sure Isn't Transitory Via SchiffGold.com, The mainstream narrative is that the Fed will soon admit that inflation isn’t transitory. At that point, it...
I do take pleasure in being a kiwi on many levels, one of which is the refreshing habit kiwis have of telling it like it is....
There is consensus in the trading community that the arrival of US earnings season is about to fire up price volatility; there is... Read More... The...
Another day, another alarming piece of data delivered from China. Anyone looking for where the PBOC’s “surprise” RRR cut late last week is coming from, the...
In mid-June, Fed Chair Jay Powell pulled the rug from beneath the reflation trade by suggesting current inflation pressures were perhaps not transitory after all. Fixed...
In this 07-09-21 issue of "Yields Plunge Dollar Surges The Reflation Trade Unravels." Market Pulls Back As Signals Turn Yield Plunge, Dollar Surge The Reflation Trade...
Whether we head into hyperinflation, stagflation or recession, it is always good to be prepared for more of the same-rising commodity prices, low supply, high demand...
European stocks are sinking lower, reversing gains from the previous session following a weak handover from Asia. While stocks have been on a tear, hitting all-time...
US stocks bounced back as investors were forced back into risky assets after the bond market rally sent Treasury yields sharply lower. The 10-year Treasury yield...
The housing finance industry is hoping for stability and predictability under the new-look FHFA. Here's what else is on the industry's wish-list. HW+ Premium Content The...
Our medium-term scenario continues to favour risk and equities, given the fundamental factors and economic policy support. This is an extract of our Asset allocation monthly...
COVID-19 has swept the country, with rising interest rates and inflation now sweeping the market. In an economy mired in uncertainty, many investors are wary of...
By Kristalina Georgieva When G-20 finance ministers and central bank governors gather in Venice this week, they can take inspiration from the city’s unbreakable spirit. As...
The 10-year Treasury yield fell sharply yesterday, dropping to 1.37% — the lowest since late-February. The ongoing decline offers more support for arguing that the reflation...
Hi, Last year I did a due diligence report on Toromont and then got lazy and did nothing else productive for the rest of the year....
Persistent Inflation Threatens the Recovery "Our company has had to deal with import delays due to backlogged West Coast ports, higher domestic freight costs, and a...
Huge stimulus from central bank boosted markets in 2020, inflating asset prices Retail traders… The post Retail traders outperformed Wall Street in 2020 rally first appeared...
One thing about this market is that it can’t seem to make up its mind about whether inflation is going to take off or has already...
The dollar's bounce extended further than we expected, helped by an aggressively hawkish view of the Fed, which has seen the market price in more than...
Since When Is A Little Rate Hike Years From Now Hawkish? Via SchiffGold.com, Markets reacted strongly to what many considered “hawkish” messaging coming out of the June...
Capitalism Does Not Equal Corporatism, Part 2 Authored by Lance Roberts via RealInvestmentAdvice.com, In Part-2 of “Capitalism” does not equal “Corporatism,” we delve into why bailouts support corporatism and how to...
In Part-2 of "Capitalism" does not equal "Corporatism," we delve into why bailouts support corporatism and how to fix the system. (Read Part 1 Here -...
June Payrolls Preview: Hot But Not Too Hot Labor market reading going into tomorrow's Nonfarm Payrolls have been predominantly strong in June, but not all; as...
The fundamentals overwhelmingly point to higher prices for gold, silver, and miners. Here are 3 reasons why: The post It’s Time To Buy Gold, Silver &...
Many investors are looking for regular payouts right now, and these dividend stocks could fit the bill. The post 5 High Dividend Stocks For Your July...
The Covid pandemic has reduced the impact of some of the traditional seasonal events in the financial markets. “Sell in May” could have... Read More... The...
The U.S. Dollar Index edged down 0.01% to 92.030 The dollar was down on… The post Dollar lower as investors await U.S. jobs data first appeared...