In a recent interview, Dr. Robert Shiller justified "sky-high" stock prices by using a measure called the "Earnings CAPE yield" or ECY. To wit: "There has...
Global buyout firm, KKR & Co. has agreed to buy a large portfolio of industrial properties from High Street Logistics Properties in a deal valued at...
The Renminbi Will Gain Wider Use Globally, Gavekal's CEO Says Tyler Durden Sun, 12/13/2020 - 20:35 Authored by Resham Kapadia via Barrons.com, Louis-Vincent Gave, CEO of...
Rickards: Gold Is Ready To Rumble Tyler Durden Sun, 12/13/2020 - 13:55 Authored by James Rickards via The Daily Reckoning, Gold had a nice run last...
It's that time of year when Wall Street analysts started trotting out the predictions for earnings growth and stock market targets for the coming year. Unfortunately,...
Jerome Powell The "Most Transformational" Fed Chair Since Volcker, Bloomberg Gushes Tyler Durden Sun, 12/13/2020 - 11:00 The ignorance surrounding monetary policy in the financial journalism...
Prospects For The UK & The Pound Tyler Durden Sun, 12/13/2020 - 07:00 Authored by Alasdair Macleod via GoldMoney.com, This article assesses the likelihood of the...
American companies have raised almost $1 trillion in the U.S. corporate bond market since March. Based on Compustat data, these companies employ more than 16 million...
Liquidity could remain challenged, but valuations may be attractive for long-term investors.
Next week provides a special short-term seasonal opportunity, one of the most consistent of the year. The last 4 trading days of October and the first...
Earnings Growth Will Disappoint In 2021 Tyler Durden Sat, 12/12/2020 - 11:25 Authored by Lance Roberts via RealInvestmentAdvice.com, It’s that time of year when Wall Street...
The Canadian dollar weakened against its US peer to close out the trading week, with energy prices and producer prices coming into focus. The loonie is still on track to record a modest weekly...
Crescat Capital commentary for the month of December 2020, titled, “A Golden Opportunity”, discussing that we are still early in a new secular bull market for...
Two down, two to go The month of compromise has delivered two so far. OPEC+ agreed on output targets for next year while the EU27 gave...
Jim Rickards: The Good News & The Bad News Tyler Durden Fri, 12/11/2020 - 10:55 Authored by James Rickards via The Daily Reckoning, As of yesterday,...
At its last meeting in 2020, ECB President Christine Lagarde announced a strong expansion of its stimulus program to fight Covid.
Leaving aside the day-to-day fluctuations, markets are on an upswing. The NASDAQ, the popular tech-heavy index, is within 2% of its all-time high, and the S&P...
The euro today rallied higher against the dollar after the European Central Bank extended its stimulus programme and did not sound dovish on the exchange rate. The EUR/USD currency pair’s rally was also...
Logica Capital commentary for the month ended November 2020, discussing inflation breakevens. Q3 2020 hedge fund letters, conferences and more Logica Absolute Return – Up/Down Convexity...
Leaving aside the day-to-day fluctuations, markets are on an upswing. The NASDAQ, the popular tech-heavy index, is within 2% of its all-time high, and the S&P...
In 2020, the secondary market played a pivotal role. In the year ahead, it remains to be seen whether actions the Fed took will be enough...
The markets have been on a tear of late despite the headwinds presented by the novel coronavirus pandemic. The question is how long this will last?...
The euro was soft today, falling against almost all most-traded currencies. The only exception was the New Zealand dollar, which failed to maintain the intraday rally versus the euro. While domestic macroeconomic...
Billionaire Ray Dalio Holds Reddit AMA To Discuss Rise Of China, Threats To Dollar's Reserve Status Tyler Durden Tue, 12/08/2020 - 14:50 For the past few...
Peter Schiff: The Bond Market Is Broken Tyler Durden Wed, 12/09/2020 - 13:08 Via SchiffGold.com, A lot of pundits and analysts insist inflation isn’t a problem because the...
The Brazilian real weakened against multiple currency rivals in the middle of the trading week, driven mostly by higher-than-expected inflation last month. Investors are also keeping an eye on monetary policy as the central bank is...
The Bank of Canada held a monetary policy meeting today and announced after its conclusion that the policy remains unchanged. The Canadian dollar was not demonstrating a clear trend after the announcement, falling against...
The Canadian dollar has posted slight gains in the Wednesday session. Currently, USD/CAD is trading at 1.2783, down 0.28% on the day. Bank of Canada decision...
Futures Hit New All Time High As Manic Melt Up Won't Stop Tyler Durden Wed, 12/09/2020 - 08:04 The market meltup just won't let up, with...
The New Zealand dollar has posted strong gains on Wednesday. Currently, NZD/USD is trading at 0.7093, up 0.75% on the day. The currency sizzled in the...