A lively start to the year It’s been an surprisingly lively start to the year, with recent weeks being dominated by retail traders taking on hedge...
SVN Capital commentary for the month of February 2021, titled, “Is the Stock Market Overvalued?” Q4 2020 hedge fund letters, conferences and more My septuagenarian uncle...
The Stock Market Is Broken, Now For All To See Authored by Wolf Richter via WolfStreet.com, The historic short squeeze, engineered by a bunch of deeply...
Peter Schiff: When Kashkari Talks, Smart People Buy Gold Via SchiffGold.com, Minneapolis Federal Reserve Bank President Neel Kashkari has been making the rounds. Peter Schiff talked...
By Jihad Azour عربي, Français, Русский The road to recovery for the Middle East and Central Asia region will hinge on containment measures, access to and distribution...
The year is still young, but not too young to see trends that could define 2021 for leaders and laggards in US and world equity markets....
The overnight session was relatively non-descript for financial markets in the bigger picture. Equity and currency markets moved sideways, as did precious metals, with only energy...
A Series Of Fortunate Events For The ECB By Chiara Zangarelli of Nomura Over the past two weeks some key euro area economic data releases have...
Mario Draghi is back to save Italy by now running it. Like Janet Yellen resurfacing at the US Treasury, these people are thought of in the...
S&P Global Ratings has today published its “ESG Overview: Global Sovereigns.” The report discusses environmental, social, and governance (ESG) credit factors that inform our analysis of...
Ten Senate Republicans recently proposed a $618 billion COVID relief package. In this piece, we provide an analysis of that package and update our analysis of...
A recession is generally defined as two consecutive quarters of a drop in GDP. A more modern definition of a recession is a significant drop in...
A new Congress has convened. Soon the battle of the budget will begin. On one side will be the advocates of stimulus, who think the economy...
The British pound is in red territory on Tuesday. Currently, GDP/USD is trading at 1.3625, down 0.28% on the day. Services PMI expected to slide We’ll...
Paper Silver Slammed, Erases Most Of Monday's Gains; Physical Premium Remains Extreme After getting a lot of attention over the last few days thanks to the...
Overview: The recovery from last week's equity slide continues today. In Asia Pacific region, Taiwan and India led with more than 2% gans. Stepped fiscal efforts,...
The unbacked paper money system is an economically and socially destructive system—with far-reaching and harmful economic and social consequences beyond what most people would imagine. Fiat...
The unbacked paper money system is an economically and socially destructive system—with far-reaching and harmful economic and social consequences beyond what most people would imagine. Fiat...
Most of the time, investors are focused on two V’s: value and volatility. However, two other V's will continue to dominate the month ahead for the investment...
There seems to be more room for gains here by the US dollar from a technical point of view. Moving... The post Weekly forex data: central...
Key Events In The Coming Action-Packed Week: Payrolls, PMIs, Politics And Tons Of Earnings It’s another big week for earnings and data, with the PMIs for...
In recent years, a heterodox model called “Modern Monetary Theory” (MMT) has gained adherents. For those who follow the policy debate in the media, this theory...
2021 - A Disappointment Of Growth And Disinflation Authored by Lance Roberts via RealInvestmentAdvice.com, As we head into 2021, there is a large consensus that the...
Markets wobble amid retail backlash The last week in the markets has been extremely interesting and highly unusual, to say the least. We’ve long talked about...
As we head into 2021, there is a large consensus that the massive monetary interventions in 2020 will lead to an explosion of economic growth, inflation,...
The Biden Administration recently proposed an additional $1.9 trillion in federal spending to address the ongoing pandemic. We estimate that the package would boost economic activity,...
At its January FOMC meeting, the Federal Reserve held interest rates steady – they are near rock-bottom now, and to no one’s surprise, the Fed is...
The first FOMC meeting in 2021 has concluded without any changes in monetary policy, while Powell sent a few dovish signals during his press conference. Q4...
The US dollar slipped against many of its major currency rivals on Thursday, with market euphoria returning to the equities arena following the biggest one-day drop since October. This comes as initial jobless...
Meanwhile In China, Giant Liquidity Shortage Pushes Overnight Rates To 5 Year High One day after we reported that China’s overnight money market rate jumped to...