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...
Hamilton Beats MMT Tyler Durden Thu, 12/17/2020 - 22:00 Authored by Todd Buchholz via Project Syndicate, Ultra-low interest rates have fueled growing support for Modern Monetary...
2021 is on pace to be the strongest year for the housing market since 2005, riding a wave of strong and sustainable fundamentals. The post 2020...
US monetary policymakers have left key interest rates in the world’s largest economy at rock-bottom levels and indicated higher policy rates are still several years away....
Studies in this week’s Hutchins Roundup find that people value their time at about 75% of the average after-tax wage, macroprudential policies raise the natural rate...
The US dollar extended its bearish pattern against many of its major currency counterparts on Thursday. The US government reported a larger-than-expected increase in the number of Americans filing for unemployment benefits. The buck was also...
Fed maintains current easing measures Stock markets remain buoyed heading into the end of the week after the Fed held off on new easing measures on...
The December FOMC meeting concluded largely as expected with the Fed providing some additional guidance around the asset purchase program but declining to make changes to...
There Are Three Things That Can Kill The "Perfect Reflation Trade": Lessons From Two World Wars Tyler Durden Wed, 12/16/2020 - 21:10 By Michael Every of...
In November, money supply growth rate was essentially unchanged from October and remains near September's all-time high. The stabilization we find in money-supply growth in recent months comes...
The Federal Reserve said it expects to keep interest rates low until labor market conditions and inflation hit the Committee's standards. The post Fed will keep...
It’s no secret that the COVID-19 health crisis wreaked havoc on the employment industry. Everyone from business owners to single parents have suffered financial blows as...
2020 was a year that forced a number of industries to modernize and adopt technologies that had been underutilized for the last decade. For the housing...
After three successive months of record highs, the NAHB Housing Market Index, measuring builder confidence, fell four points to 86 in December. The post As prices...
Stocks rose sharply on Tuesday (Dec. 15) as optimism grew that Congress could pass another COVID stimulus package before year’s end. Q3 2020 hedge fund letters,...
The pandemic has had unexpected effects on the housing market, causing a rush to sell. But is this the right moment?