Last month’s estimate of “fair value” for the US 10-year Treasury yield suggested that an upside bias for this benchmark rate was likely, or at least...
Futures Reverse Losses Ahead Of Key CPI Report For the second day in a row, an overnight slump in equity futures sparked by concerns about iPhone...
Inflation fears persisted overnight with the US dollar continuing to march higher, despite long-dated US yields falling. New York markets seemed more preoccupied with the yield...
Fed's Bostic Finally Admits It: Inflation Is Not Transitory, And It's Getting Worse Atlanta Fed president Raphael Bostic finally broke away from the fake narrative bandwagon...
US stocks are mixed as investors refrain from any major positioning ahead of the September inflation report, official start to earnings season, and the House debt...
After seven consecutive months of gains, global equities fell by 4.3% in September (the MSCI AC World index in US dollar terms), cropping their year-to-date growth...
IMF Issues Global Stagflation Alert: Cuts Global GDP As It Warns Of Rising Inflation And "Dangerous Divergence" In its latest World Economic Outlook report published on...
At first glance, the polls suggest the government isn’t feeling the pressure. But there’s another way to look at the situation.
By Gita Gopinath عربي, 中文, Español, Français, 日本語, Português, Русский The global recovery continues amid increasing uncertainty, more complex policy trade-offs. The global recovery continues but momentum has weakened, hobbled...
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Bank Of England Hints At Rate Hike As Soon As Next Meeting Less than a week ago, the Reserve Bank of New Zealand became the second...
Futures Slide As Soaring Oil Nears $85 While cash bonds may be closed today for Columbus Day, which may or may not be a holiday -...
Despite China’s central government ordering domestic coal producers to increase production to alleviate energy shortages in mainland China, obstacles keep on appearing. Production in one of...
Bonds sold off again last week with the yield on the 10 year Treasury closing over 1.6% for the first time since early June. The yield...
One Ring To Rule Us All: A Global Digital Fiat Currency Via SchiffGold.com, We’ve written extensively about the “war on cash.” In a nutshell, governments would...
A busy week in store Another fascinating week in the markets and there’s little reason to think there isn’t plenty more to come in the final...
Why We Aren't Repeating The Roaring '20s Analog Authored by Lance Roberts via RealInvestmentAdvice.com, No. We are not repeating the “Roaring 20’s” analog. Ben Carlson had a recent post asking...
No. We are not repeating the "Roaring 20's" analog. Ben Carlson had a recent post asking if the "Roaring 20's" are already here? As his chart...
Poland Unexpectedly Hikes Rates For The First Time Since 2012 To Tackle Nontransitory Inflation Just a few short hours after the RBNZ hiked New Zealand's interest...
It looks like we are in for a bit of a chop-fest in financial markets for the rest of the week, until Friday’s US Non-Farm Payrolls...
Economic Theory & Long-Wave Cycles Authored by Alasdair Macleod via GoldMoney.com, Investors and others are confused by the early stages of accelerating price inflation. One misleading...
In Deep Ship: What's Really Driving The Supply-Chain Crisis By Michael Every and Matteo Iagatti of Rabobank Summary It is impossible to ignore the current shipping...
Fed Vice Chair Clarida Traded Millions One Day Before Powell Emergency Pandemic Statement Earlier this week, with Fed hawks suddenly dropping like flies following the resignations...
A challenging period for the markets Nerves are starting to creep into the markets which will make the final months of the year very interesting. The...
The US dollar was driven higher in September by two main factors. The first was the anticipation of the Federal Reserve continuing to move toward tapering...
Quantitative easing enables central banks to purchase predetermined amounts of government bonds and other assets to help inject money into the economy. The post What is...
Futures Fade Rally With Congress Set To Avert Government Shutdown US equity futures faded an overnight rally on the last day of September as lingering global-growth...
The US dollar steamrolls everything The US dollar leapt higher versus DM and EM currencies overnight although it is hard to attribute the sudden acceleration to...
Saving For A Home-Downpayment Now Takes Even Longer... Thank The Fed America's working-poor, or put another way - whatever is left of the middle class -...
After a summer of drifting lower and then holding in a range, the benchmark 10-year US Treasury yield is running higher this month. Does the jump...