Jackson Hole Preview: "Do We Receive Another Hawkish Surprise?" With the most important earning report of the week, and probably quarter,...
Inflation in the U.S. has experienced unusually large movements in the last few years, starting with a steep rise between the spring of 2021 and June...
Soft Landing? Not So Fast! Via SchiffGold.com, Good news! The recession is off! For months, economists predicted the Federal Reserve’s...
Inflation in the U.S. has experienced unusually large movements in the last few years, starting with a steep rise between the spring of 2021 and June...
With China's Economy On "Verge Of Collapse", PBOC Central Banker Calls For Helicopter Money As Bloomberg's Garfield Reynolds writes in the...
This post discusses the evolution of the short-run natural rate of interest, or short-run r*, over the past year and a half according to the New...
Can You Feel It? Submitted by QTR's Fringe Finance As is the standard disclaimer for my blog, just be on notice that I could be imagining...
The debate about the natural rate of interest, or r*, sometimes overlooks the point that there is an entire term structure of r* measures, with short-run...
Everyone wants enough money to do the things they like. Sometimes that requires us to do a bit of planning. ... Read more
Adam Smith’s arguments for accessible, universal, quality education could be applied to address the UK skills shortage.
Futures And Yields Slide, Global Markets Tumble As Mood Sours After Trifecta Of Dismal News Global stocks slid, US equity futures slumped...
Today I begin a three part series exploring interest rates and inflation. How does the Fed influence inflation? Is the recent easing of inflation due...
Brazil Ends Tightening Cycle With Larger Than Expected 50bps Rate Cut; Other Central Banks To Follow In the end, Lula got his wish and won...
While forecasters generally disagree about the expected path of monetary policy, the level of disagreement as measured in the New York Fed’s Survey...
Almost two-thirds of low-income countries are at risk of debt distress – in part because of higher borrowing costs. And that isn’t the only proble...
Heineken Shares Drop Most Since Pandemic As 'Beerflation' Curbs Demand The world's second-largest brewer slashed its 2023 profit growth...
Shaky Earnings Outlook Can't Stop Rally For Now By Sagarika Jaisinghani and Farah Elbahrawy, Bloomberg markets live reporters and strategists Shaky...
Prices pressures are abating, albeit gradually, while economic momentum is faltering. The data in the coming weeks will help shape expectations for rate...
"Bidenomics" Is A Fraud Based On Deliberately Misrepresented Stats Authored by Brandon Smith via Alt-Market.us, Economic issues are some...
The "Soft Landing" Charade Submitted by QTR's Fringe Finance It is of the utmost importance that my readers know I am capable of being bullish. I...
The latest report from Dan Lefkovitz, strategist at Morningstar Indexes, examines dividend-stock underperformance in 2023. Recent weakness among Morningstar...
John Hussman: This Stock Market Bubble Will End In Tears Authored by Michael Maharrey via SchffGold.com, John Hussman predicted the 2000...
All Right, Life Goal Nation! Investment markets have been thriving, showcasing an exceptional performance with the Dow Jones Index experiencing ... Read...
IMF Raises Global GDP Outlook, Warns "Not Out Of The Woods" As Inflation Proves Sticky Confirming once again that economic sentiment always...
Monetary Vs Fiscal Dissonance... And The Return Of QE Authored by Kevin Smith and Tavi Costa via Crescat Capital, Monetary and fiscal authorities...
It was a strong quarter for emerging markets (EM) debt despite a mixed economic backdrop around the world. Market volatility subsided, aiding investor...
A new NY Fed paper from Martin Almuzara, Richard Audoly, and Davide Melcangi has some interesting findings regarding nominal wages. This is their conclusion: We...
Europe Agrees To Remove Energy Support Stimmies To Cut Budget Deficits In a move that could send Europe into an even a deep recessionary...
For over a year, sky-high inflation has forced households to stretch their dollars to make ends meet. While you may ... Read more
The June 2024 Fed Funds futures contract implies that the Fed will only cut interest rates slightly between now and the summer of 2024. If the...