Key Events This Very Busy Week: Earnings Deluge, Central Banks, GDP And Much More While the FOMC enters its quiet period ahead of next week's taper...
Asia is off to a mixed start this week with individual asset classes struggling to find a central unifying theme. Equity markets are mixed after China...
Equity markets have been finding the transition to the post-pandemic landscape more challenging than one might have expected. As Covid restrictions fall away and consumer and...
Is Stagflation Here: Comparing The 2020s With The 1970s... Now that the fear of stagflation is a growing concern on Wall Street as the latest BofA...
European stocks rose on Friday on a surge in technology stocks; still, rising inflation became a concern for investors. European inflation was confirmed at 3.4% YoY...
In this 10-22-21 issue of "Stocks Surge As Earnings Roll-In, But Is Risk Gone?" Market Surges Toward Previous Highs It's Been A Very Long-Time WIthout A...
In this 10-22-21 issue of "Stocks Surge As Earnings Roll-In, But Is Risk Gone?" Market Surges Toward Previous Highs It's Been A Very Long-Time WIthout A...
Inflation is a growing concern For years central banks have been operating under the assumption that inflation will eventually return to target while having the flexibility...
Earnings strong but data showing weakness Stock markets are enjoying a more positive end to the week, buoyed by earnings results and a surprise coupon payment...
Fed's Quarles Warns Additional Government Spending Could Lead To Extended Period Of Transitory Inflation Authored by Katabella Roberts via The Epoch Times, Federal Reserve Gov. Randal Quarles...
What’s the latest thinking in fiscal and monetary policy? The Hutchins Roundup keeps you informed of the latest research, charts, and speeches. Want to receive the...
Lira Crashes To All Time Low After Turkey Shocks With 200bps Rate Cut Despite Soaring Inflation To be fair, the writing has been on the wall...
Federal Reserve officials have recently been talking up the case for starting the process of tapering the central bank’s asset purchases. This baby step towards a...
Here’s an overview of the main factors that impacted the copper market in Q3 2021, and what's ahead for the rest of the year. The post...
COVID-19 has left a legacy of record-high debt and shifted the trade-offs between benefits and costs of accumulating government debt. How do these trade-offs manifest themselves?...
The British pound continues to rally, with only one losing session out of the past five sessions. GBP/USD has edged higher on Wednesday and is currently...
The Bank of England is weighing up the costs of a change.
By Alfred Kammer Getting fiscal policy right will be harder than dealing with inflation. Europe has met the COVID-19 pandemic with audacity and imagination and is...
Bundesbank Chief And ECB Uber-Hawk Weidmann Quits 5 Year Early With One Final Inflation Warning Bundesbank President Jens Weidmann, a relentless critic of the ECB's ultra...
The Bullish & Bearish Market Case Authored by Lance Roberts via RealInvestmentAdvice.com, We dig into the bullish and bearish case for the market as we head...
When 'Transitory' Leads To 'Permanent' Mistakes Authored by Bill Blain via MorningPorridge.com, “Everything transitory is but an image…” The biggest risk to markets have always been...
We dig into the bullish and bearish case for the market as we head into the end of the year. Currently, investors face a conundrum between...
The British pound is slightly lower in the Monday session. GBP/USD is currently trading at 1.3724, down 0.15% on the day. The currency rose 0.98% last week,...
Overview: Weak growth impulses from China and a continued rise in energy prices greets the new week. Equities are struggling. Hong Kong, Japan, South Korea, and...
For students in Econ 435, using model originally in Robert Hall and John Taylor, “Macroeconomics”, and shown in the ADAS handout. We hear about lots of...
The Phillips Curve has come back into the spot light. U.S. inflation level is running high this year, with several major consumer price barometers soaring...
Larry Summers Slams "Woke" Fed "Losing Control" Of Inflation You know it's bad when you've lost Larry Summers... It appears the so-called 'progressives' push to ever...
Albert Edwards: We Should Start Worrying About The Coming Recession One week ago, when looking at the surge in commodity prices, SocGen's Albert Edwards pointed out...
Inflation is no longer accelerating, but it’s not showing clear signs of declining from recent peaks either. US consumer prices at the headline level edged up...
MAS tightens policy The transitory inflation argument was given another jab to the kidneys today as the Monetary Authority of Singapore delivered a modest, but very...