The Swiss franc has taken a pause from this week’s rally. Currently, USD/CHF is trading at 0.8847, up 0.08% on the day. USD/CHF is in positive territory...
They say hindsight is 2020, and looking back, it is clearer now to see what may have been missed as the calendar flipped from 2019 to...
The year’s final week is upon us, and after a nail-biting weekend, on Sunday night, Trump at last signed off on the $900 billion Covid relief...
Quick Update As a quick update to kick off today’s newsletter, I would like to summarize my correct calls and what I profited on since beginning...
Whitney Tilson’s email to investors discussing market edges toward euphoria; dividends will have their day again. Q3 2020 hedge fund letters, conferences and more Market Edges...
China To Overtake US By 2028; Ushering In Dollar's Demise? Americans must wake up to the ugly reality that China will overtake the U.S. to become the world's...
It was late on a Tuesday night, in the middle of last week, Christmas week of all weeks, with most people already checked out. Having finally...
The End Game Authored by Kevin Smith and Tavi Costa via Crescat Capital, Dear Investors: Markets are cyclical. Today, stocks trade at record high valuations while...
Swiss Watch Exports Are Down 24% In 2020 Submitted by Nicholas Colas of DataTrek Research Three topics to discuss today: 1: US stock investors expect to...
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...
Emerging Market Vulnerability Heatmap By Wouter van Eijkelenburg of Rabobank Summary We have updated our emerging markets heatmap which provides a comprehensive overview of the relative...
The Turkish lira recorded a massive gain against the US dollar on Christmas Eve, driven by the central bank tightening monetary policy and raising interest rates again in its final policy meeting of 2020. Over...
Why The Second Stimulus Won't Have Much Economic Impact Authored by Lance Roberts via RealInvestmentAdvice.com, In October, I discuss how the “2nd Derivative Effect” would mute the impact...
By Annamaria De Crescenzio, Annamaria Kokenyne, Dennis Reinhart, and Julia Schmidt The COVID-19 health and economic crisis has once again focused attention on the fickleness of...
In October, I discuss how the "2nd Derivative Effect" would mute the impact of future stimulus programs. With the passage of the $900 billion stimulus package,...
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...
Stimulus For Everybody! (Just Not You) Authored by Michael Maharrey via ShiffGold.com, The US government is stimulating everybody. Just not you. Congress finally pulled together a...
Saxo: Equity Trends In 2020 & What To Expect Next Year Authored by Peter Garnry, Head of Equity Strategy at Saxo Bank, Summary: This year has...
The foreign exchange market sees an average daily turnover of around something on the magnitude of $6.6 trillion a day.
If the past year was dominated by the huge human costs of COVID-19, the next few years will be about its economic aftermath, including the alarming...
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...
Goldman Sachs Says These 3 Stocks Could Surge Over 30%
Dear readers, before we get into today’s news and stock analysis and because I’ve been receiving many questions from you, I’d like to first clarify what...
Markets ended 2020 in a buoyant mood, with emerging market spreads tightening in the final quarter as the US election result and positive vaccine news provided...
US Asian equities down but China a bright spot Asian equity markets have a defensive tone today even though an agreement on a follow-on US fiscal...
"A Year Like No Other": 20 Charts Showing The Insanity Unleashed By Central Banks Tyler Durden Fri, 12/18/2020 - 15:45 "It all happened in five weeks."...
The Russian ruble is continuing to pare its gains from the last month amid mixed economic data. But experts think that Russia will begin to recover next year, joining the rebound...
President-elect Joe Biden is expected to increase further government spending. For this and also other reasons, there is a risk that inflation under Biden’s presidency could...
We’re not there yet We are now heading into what would typically be a quiet time of year when everyone spends time with their loved ones...
Recently, President-Elect Joe Biden named Janet Yellen to be his administration's Treasury Secretary. Yellen quickly proclaimed the reason "I became an economist was because I was...