It wasn’t all that long ago when the media began to fill itself up with one story after another about how huge looming inflationary pressures were...
Many investors are asking themselves, “When will silver go up?” The market conditions are ripe for another run up in the silver price. The post When...
As economies reopen in various parts of the world, the price of some commodities has soared, including the prices of prominent industrial metals...
With the use of the remaining 2020 carry-over leave week off complete, it appears that in my absence, the more things change, the more they stay...
Last week, when Biden released his $6 trillion budget, we asked if it was a joke that the BIden budget saw just 2.1% inflation in 2021...
The release of key economic data confirmed the recovery from the COVID-19 crisis went into retreat this spring as provinces tightened lockdown measures to combat a...
Financial Post’s economics editor Kevin Carmichael unpacks the week in the economy. Freeland’s ‘guardrails’ June...
Fed's Beige Book Freaks Out Over Unprecedented Nationwide Shortages Of Everything With the economy overheating, it will hardly come as a surprise that the latest Fed...
By Gita Bhatt We focus this issue on the road ahead for emerging markets, a label frequently applied to economies in the middle—neither advanced nor low-income....
What's causing the WTI oil price to rise and does it mean oil majors are set for rising share prices or does the ESG shift make...
Visualizing The Snowball Of Government Debt As we approach the second half of 2021, many countries around the world are beginning to relax their COVID-19 restrictions....
Over the past year or so, we’ve seen spikes in the valuations of fast growth, momentum stocks. But if inflation rears its head, that could change...
Quinn: There Are No Solutions, Part 1 Authored by Jim Quinn via The Burning Platform blog, “The conscious and intelligent manipulation of the organized habits and...
Canada’s economy grew at an annual rate of 5.6 per cent in the first quarter, a somewhat disappointing reading that will serve as a counterweight to...
Rather than distorting housing markets further, Canada needs an economy free from nonsense restrictions on investment and entrepreneurship As economists Jake Fuss and Tegan Hill have...
Debate is raging about whether the recent burst of inflation is temporary or here to stay...
China, Yields, And The Coming Deflationary Impulse Authored by Lance Roberts via RealInvestmentAdvice.com, Market Review & Update Finally, after a week of false starts, the “buy signals” kicked...
In this 05-28-21 issue of "China, Yields, And The Coming Deflationary Impulse." Market Review And Update China Drives Inflation Yields Need A New Narrative Portfolio Positioning...
Peter Schiff: Inflation Crashes The Party Authored by Peter Schiff via SchiffGold.com, It’s dawning on many investors that our post-Covid financial problems may not be as...
UMich Sentiment Slides As Record Number Of Americans Fear Soaring Prices The disappointing plunge in 'hope' from The Conference Board's survey of consumer sentiment was echoed...
Nikkei 225 index jumped 2.2%, Hang Seng gained 0.6%, Kospi climbed 0.9%, the Shanghai… The post Asian shares rise on signs of U.S. economic recovery first...
Inflation Is Shortages And Thankfully Transitory. I’ve got inflation on my mind these days. Who doesn’t? The U.S. 10-year Treasury yield is up nearly 3-fold in...
Shares in Europe have taken the lead for 2021 returns among the world’s main equity regions, based returns for a set of exchange-listed funds through May...
The Ghost Of Arthur Burns - What If It's Not "Transitory"? Authored by Stephen Roach via Project-Syndicate, The US Federal Reserve is insisting that recent increases...
"Eerily Analogous To 2008" - Carl Icahn's "Big Short 2.0" Trade Starts Paying Off As Mall Loan Fails In 2017, we were among the first to...
Inflation, Money, And Supply Bottlenecks Authored by Daniel Lacalle, “The constant refinancing of debt from companies of doubtful viability also leads to the perpetuation of overcapacity...
Taper Is Coming: Got Bonds? Authored by Michael Lebowtiz via RealInvestmentAdvice.com, The solid economic recovery and easing of COVID restrictions lead us to believe a tapering...
Investors AlleyHow To Make Buying A Banking Stock More Interesting It’s not often that you hear investors talking about a bank stock as exciting. Well, it...
In our view, in the wake of the sell-off and reset in valuations for environmental sector stocks in the first half of the year, the fundamentals...
Historically, when we see the market transition from a high refinance volume environment to one that’s more purchase-driven, defects in borrower qualification categories tend to increase...