It's that time of the year where Wall Street polishes up their crystal balls and pin targets on the S&P index for the upcoming year. As...
In October, the markets were down 10% from the July high, bond yields were touching 5%, and talk of a coming recession was rampant. What happened?...
What is the "wealth effect," and why is it important? It is a great question and reminded me of "A Funny Thing Happened on the Way...
Take-up at the Federal Reserve’s Overnight Reverse Repo Facility (ON RRP) increased from a few billion dollars in January 2021 to around $2.6 trillion...
This post presents an update of the economic forecasts generated by the Federal Reserve Bank of New York’s dynamic stochastic general equilibrium (DSGE)...
Take-up at the Overnight Reverse Repo Facility (ON RRP) has halved over the past six months, declining by more than $1 trillion since June 2023. This...
Watch Live: 'Hawkish' Powell Hints At Firmer Policy Position, Warns Of Inflation "Head-Fakes" Following a slew of FedSpeak from his minions...
Futures Flat Ahead Of Closely Watched Powell Speech US equity futures are flat following a torrid 7-day rally, the longest since 2021, and...
The following headline from a July 2020 CNBC article is stunning: Here's why economists don't expect trillions of dollars in economic stimulus to create...
Regional Bank Reckoning Looms As Regulators Call For FHLB Limits Is Bill Gross about to face another big loser? On Nov 2nd, the former 'bond...
Overview: We suspect that if Martians read the FOMC statement, which was nearly identical to the September statement and listened to Chair Powell, they...
The recent #MacroView blog noted economists are increasingly confident the economy will avoid a recession. Such is due to strong job and retail sales data....
The Issue: While inflation affects all people in an economy, its effects can be particularly harmful to poorer households. The standard approach to reducing...
https://bondvigilantes.com/wp-content/uploads/2023/11/1-tokyo-drifting-away-the-bojs-struggle-to-bring-flows-home-1024x576.pngThere has been endless talk...
Three key technical developments have suggested that the EUR/GBP cross pair has formed a potential medium-term bullish basing configuration since 23 August...
Three key technical developments have suggested that the EUR/GBP cross pair has formed a potential medium-term bullish basing configuration since 23 August...
Three key technical developments have suggested that the EUR/GBP cross pair has formed a potential medium-term bullish basing configuration since 23 August...
Three key technical developments have suggested that the EUR/GBP cross pair has formed a potential medium-term bullish basing configuration since 23 August...
Peter Schiff: A Crisis Is Already Playing Out Under The Radar Via SchiffGold.com, The mainstream remains optimistic about the trajectory...
Overview: The FOMC meeting is today's highlight but the drama in Japan continues to rivet the market. The Ministry of Finance warned of the risk of material...
The ongoing rally from last Friday, 27 October low has taken on the form of an impending “bearish flag” formation. Coupled with a weak market breadth...
"I Pray To God This Isn't World War III" Submitted by QTR's Fringe Finance If there's one takeaway I have from witnessing the discourse over...
Six Scary Charts – Happy Halloween From Bond Vigilantes! Authored by Andrew Eve via BondVigilantes.com, It’s Halloween again and time...
Unhappy Halloween: Here Are A Few Scary Stories For You By Michael Every of Rabobank Here’s a scary Halloween story in just two sentences:...
Year-End Stock Rally Rests On Liquidity & Earnings Authored by Simon White, Bloomberg macro strategist, A recovery in US stocks into...
Year-End Stock Rally Rests On Liquidity & Earnings Authored by Simon White, Bloomberg macro strategist, A recovery in US stocks into...
Year-End Stock Rally Rests On Liquidity & Earnings Authored by Simon White, Bloomberg macro strategist, A recovery in US stocks into...
So you thought raising interest rates brought down inflation? The reality is a bit more debatable.
Overview: The Bank of Japan softened its 1.0% cap on the 10-year, while lifting its core CPI forecast this fiscal year and next. This disappointed many...
BoJ has subtly removed the 1% “hard-capped” upper limit of the 10-year JGB yield which suggests an imminent end to YCC may come sooner than expected....