Since the 2008-2009 global financial crisis, international investors have shown increased appetite for bonds issued by emerging market and developing economies....
The investing landscape is about as mixed and garbled as one could imagine, with all the conflicting data showing a lot of fragmentation within several...
It is likely that I will be participating (remotely) in an academic panel about Modern Monetary Theory (MMT), with a “pro” and “con” side at a...
The pendulum of market sentiment swung from fear of a synchronized recession in the US and Europe to optimism that a recession can be avoid. The...
"This Is Not Your Typical Recession": BofA's Subramanian Authored by Naveen Anthrapully via The Epoch Times, Bank of America (BofA) strategist...
The past year posed considerable challenges for equity investors, including runaway inflation, a rising interest rate environment, geopolitical tensions,...
What’s the latest thinking in fiscal and monetary policy? The Hutchins Roundup keeps you informed of the latest research, charts, and speeches. Want...
The Federal Open Market Committee (FOMC) has increased the target range for the federal funds rate by 4.50 percentage points since March 16, 2022. In...
MIT's Golub Center for Finance and Policy names Mario Draghi as winner of the Miriam Pozen Prize PR Newswire CAMBRIDGE, Mass., Feb. 14, 2023 The former...
The market correction has started. The question we have repeatedly discussed over the last several weeks is the ongoing battle between bullish technical...
The market correction has started. The question we have repeatedly discussed over the last several weeks is the ongoing battle between bullish technical...
Blair Fix caused a bit of a stir last week on economics Twitter with a cleaned up version of the above chart taken from his article...
US The Valentine’s Day inflation report is the main event of this week. Disinflation trends will get tested here and we could potentially have a major...
Profit Recession Is Already Priced Into Stocks By Jessica Menton, Bloomberg Markets Live reporter and analyst There’s a little bit of good...
As we settle into the first quarter of 2023, it’s worth discussing the current cycle and the implications for markets in 2023—but the bigger issue...
Key Events This Week: UMich, Inflation Expectations And All Ears On Powell Tomorrow After a rollercoaster week which saw a nonstop torrent...
Futures, Global Stocks Slide, Dollar Jumps On Rising US-China Tensions, Fed Outlook The post-payrolls slump in US stocks and global markets...
The new year began amid optimism among investors. Equities and bonds rallied in January, clawing back some losses from last year. The dollar traded heavily,...
Painting a picture of the current global economic climate is a complex venture, but Reva Goujon, director at Rhodium Group, leveraged her vast geopolitical...
Punch-Drunk Investors Will Keep Ignoring Reality...Until It's Too Late Submitted by QTR's Fringe Finance Back in January 2020, I was pointing...
With the CME FedWatch Tool showing a likelihood of over 99% of a 25-bps hike in the first meeting of the year, the FOMC delivered exactly...
Spot The Odd One Out (Jobs Edition) While 'soft' survey data (and hard industrial data) have disappointed recently, the last few months have...
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...