The ominous uptick in consumer prices that began in the spring of 2021 triggered alarm bells. By fall, the future looked dark to many observers. A...
“It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.”1 This well-worn adage from Warren Buffett...
On a recent episode of the Invezz podcast, I pondered with a market strategist about the conundrum we are in at the moment. Namely, is a...
Sandwichman came across a fascinating and disconcerting new dissertation, titled "Carbon Purgatory: The Dysfunctional Political Economy of Oil During the Renewable Energy Transition" by Gabe Eckhouse....
"Markets Are Tense": Futures Slide As Central Bank Jitters Rise US equity futures showed no sign of rebounding on Tuesday from the Nasdaq’s...
Inflation and all of its main drivers sharply decelerated in the last half of 2022. This was the case even though the pace of economic growth...
Since its most recent low set in October, the MSCI World index has gained 20%, including around 6% since the beginning of… The post The equities...
The West Must Never Again Go Totalitarian Authored by Joakim Book via The Brownstone Institute, The West can never again go totalitarian. We...
Are You The Collateral Damage Of Central Planners? Authored by MN Gordon via EconomicPrism.com, The Conference Board – a nonprofit think...
Optimism is increasing on Wall Street, with investors hoping for a "soft landing" in the economy. "David Kelly, the chief global strategist at JPMorgan...
Shore Bancshares Reports 2022 Financial Results PR Newswire EASTON, Md., Jan. 26, 2023 EASTON, Md., Jan. 26, 2023 /PRNewswire/ -- Shore Bancshares, Inc. (NASDAQ - SHBI) (the...
Tightening monetary policy drove rising 10-year Treasury bond yields and pressured equity valuations in 2022. While impossible to predict what 2023 has...
Franklin Financial Reports 2022 Q4 and End of the Year Results; Declares Dividend PR Newswire CHAMBERSBURG, Pa., Jan. 24, 2023 CHAMBERSBURG, Pa., Jan. 24, 2023 /PRNewswire/...
Focusing on high quality and liquidity when taking risk in portfolios will be key in 2023, as pressure on monetary policy remains intense.
A Soft Landing Scenario - Another Fed Myth? Authored by Lance Roberts via The Epoch Times, Optimism is increasing on Wall Street, with investors...
Banking Institutions Quietly Admit To Inevitable Recession Implosion In 2023 Authored by Brandon Smith via Alt-Market.us, As the Federal...
After a year of anemic growth—by China’s standards—we expect a recovery in Chinese economic activity to gradually take place in 2023. The government...
US It will be a busy week filled with the first look at Q4 GDP, corporate earnings, and US debt ceiling gridlock. There is a lot...
While the market experienced some recovery during the fourth quarter, the speed of the market decline and the aggregate losses as of year-end made 2022...
What’s the latest thinking in fiscal and monetary policy? The Hutchins Roundup keeps you informed of the latest research, charts, and speeches. Want...
Futures Drift Higher After BOJ Reversal, Await PPI And Retail Sales US stock-index futures were muted on Wednesday, swinging between gains...
Treasuries Drift Higher After BOJ Reversal, Await PPI And Retail Sales US stock-index futures were muted on Wednesday, swinging between gains...
https://bondvigilantes.com/wp-content/uploads/2023/01/1-housing-market-timebomb-is-sweden-just-the-start-1024x576.pngHousing market woes became a hot topic...
The Beginning Of The End Of The Credit Cycle Authored by Simon White, Bloomberg macro strategist, The credit cycle is turning, which points...
While we believe high inflation and monetary policy tightening have the potential to cloud the beginning of 2023, we expect market conditions to improve...
China Reopening Boosts Copper Outlook By Ewa Manthery of ING Economics Copper jumped above $9,000/t for the first time since June at the...
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2023. Some of these questions concern real estate (inventory, house prices,...
The Federal Reserve is expected to lift interest rates again at the next FOMC meeting on Feb. 1, but the futures market is pricing in high...
What’s the latest thinking in fiscal and monetary policy? The Hutchins Roundup keeps you informed of the latest research, charts, and speeches. Want...
Overview: The market expects a soft US CPI print today, which has recently been associated with risk-on moves. The US 10-year yield is holding slightly...