Non-U.S. equities, including emerging markets (EM) equities, are likely beneficiaries of falling interest rates in the United States and the dollar weakening...
As we get ready to review the Q4 earnings report, stocks have rallied sharply over the last two months. As we have discussed previously, it will...
"It's All Over": Powell's WSJ Mouthpiece And JPMorgan Confirm Imminent End Of QT On December 13 the financial world was stunned when, just...
Debt-Saddled Consumers Embracing Even More "Doom Spending" Via SchiffGold.com, In a disturbing (but unsurprising) trend, more than 1 out...
2024: The Year Of Deepening Social Tensions - Anecdotal Evidence Of Three Worldviews Authored by Ronni Stoeferle via GoldSwitzerland.com, In...
Premature Extrapolation: Inflation Bears Are Popping The Champagne Too Soon Authored by Simon White, Bloomberg macro strategist, Confidence...
China’s credit impulse has remained on a slow upward trajectory since July 2023. Key China’s central bank (PBoC) official has signalled a further accommodating...
Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. Some of those questions concerned real estate (inventory, house prices,...
Market narratives have been around for ages. However, the internet and, more recently, social media allow narratives to spread much quicker. Accordingly,...
Emerging markets (EMs) have regained their footing in 2023, but the recovery from October 2022 lows has been anything but uniform across individual markets....
Buckle Up For A Bumpy 2024, Economists Warn Authored by Emel Akan via The Epoch Times (emphasis ours), The U.S. economy embarked on a rollercoaster...
Logical Bullish View On US Stocks Is Flawed Authored by Tatiana Darie, Bloomberg, It’s valid to forecast that stocks will rally yet again...
Earlier I posted some questions on my blog for next year: Ten Economic Questions for 2024. Some of these questions concern real estate (inventory, house prices,...
There is a mighty sea change underway within the broader income generation space for investors seeking to lock in yield as the bond market anticipates...
The biotech industry experienced a challenging year in 2023 due to a rising 10-year Treasury yield.In 2024, the 10-year yield should favorably support...
How long before interest payments on the debt exceeds revenues? An cross-the-board ‘Debt Jubilee’, however, from an historical perspective shows that...
In 2023, the global economy defied widespread expectations of a recession and falling interest rates. Instead, the United States, Japan, and, to a lesser...
Homeowners looking to remortgage and first-time buyers struggled to manage interest rate hikes in 2023. Here’s what to think about this year.
The outlook for the US economy is on track to close 2023 with a relatively upbeat outlook for the fourth quarter, based on a set of...
It Was Meant To Be A Campaign Winner. Has 'Bidenomics' Become A Liability? Authored by Emel Akan via The Epoch Times (emphasis ours), President...
Biotech stocks, long burdened by concerns over rising yields, are poised for improvement as the 10-year yield may have peaked, signaling a potential upswing...
The topics covered on Liberty Street Economics in 2023 hit many themes, reflecting the range of research interests of the more than sixty staff economists...
"This Is Off The Charts": Economist Claims 2024 Will Bring 'Biggest Crash Of Our Lifetime' In US Authored by Jack Phillips via The Epoch Times...
As the year winds down, the global economy appears to be entering a new phase. While North American and European central bankers swear that they are...
Overview: On the back of lower interest rates, the greenback's slide was extended in early Asia Pacific turnover, but it has recovered. As North American...
Overview: The busy week of central bank meetings is off to a mostly slow start. The dollar is narrowly mixed in quiet turnover, except against the Japanese...
Commentary will resume with a 2024 outlook on December 29. Overview: The dollar is trading with a firmer bias today ahead of the outcome of the FOMC...
Fed Chair Jerome Powell bristles at talk of managing climate change, but the damage it is doing the US economy is hard to ignore, as the...
Democrats should start worrying about the level of debt and the increasing deficit. I previously discussed this issue when President Obama held the White...
After hiking rates by 5.25% since March 2022, the Fed is in a wait-and-see period, commonly deemed a pause. Since the Fed started hiking rates, inflation...