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...
GDS Investments letter to investors for the year ended December 31, 2020, discussing their biggest performance contributors Berkshire Hathaway, BYD Company, First Solar, QUALCOMM, Roku, Twitter,...
The US dollar is soaring in the middle of the trading week, buoyed by a triple-digit decline in the financial markets. But investors have also been monitoring the Federal Reserve and potential hints as to what to expect from monetary...
It’s officially “stonk season” in the markets. The IPO market continues to baffle, and SPACs continue to pop-up like weeds in your front yard. Q4 2020...
By Tobias Adrian and Fabio Natalucci “The vaccines are here!”—the cry heard and welcomed the world over—has boosted hopes of a global economic recovery in 2021....
Imposition of financial discipline to reduce moral hazard is more of a risk to Chinese economic growth in 2021 than a tightening of monetary policy. As...
Get Used To Living Under "Subsidiarity" After The Great Reset Authored by Mark Jeftovic via bombthrower.com, #Davos2021 started yesterday. We’ve all been hearing a lot The...
The Japanese yen continues to range-trade early in the week. Currently, USD/JPY is trading at 103.67, down 0.06% on the day. BoJ minutes note concern over...
By Gita Gopinath In just three months since we released our last forecast in October, recorded COVID-19 deaths have doubled to over 2 million, as new...
Equity markets drop over stimulus rumblings If financial markets needed any further confirmation that the US fiscal stimulus was the only game in town, the buy-everything...
From a technical point of view, the time appears to have come for another leg up by AUD. The consolidation... The post Weekly forex data: fiscal...
Klaus Schwab's "Magic Money Tree" Prediction Is Coming True Authored by Joseph Jankowski via PlanetFreeWill.news, If you knew where the tree that grew money from its...
Keynesians Going All-In Authored by Alasdair Macleod via GoldMoney.com, Mainstream economists are celebrating Joe Biden’s election as US President. For Keynesians, the outlook is for a...
The focus in the week ahead is squarely on the United States. The ECB, the BOJ, the Bank of Canada, and Norway's Norges Bank met last...
Janet Yellen Talking Out Of Both Sides Of Her Mouth Authored by Michael Maharrey via SchiffGold.com, During testimony before the Senate Finance Committee, Treasury Secretary-nominee Janet...
Big tech in focus Earnings season is up and running and next week will see some huge names reporting on the fourth quarter including Facebook, Apple...
The euro rallied against the dollar today buoyed by the elevated risk appetite that saw the greenback sidelined in favor of riskier assets such as the single currency. The EUR/USD currency pair hit its daily highs...
The Japanese yen remained about flat against the US dollar but fell against other most-traded currencies after the Bank of Japan announced its monetary policy decision during the Asian trading session...
Peter Schiff: Inflation Is Really A Tax Via SchiffGold.com, Peter Schiff recently spoke at the January 2021 Virtual Money Show. He explained why the coming financial crisis...
Overview: The S&P 500 and NASDAQ gapped higher yesterday to record-levels, and the reflation theme lifted Asia Pacific shares for the third session today. South Korea,...
The ECB wants everyone to know that it is in control, and therefore has everything under control. Through an almost certainly carefully placed leak, European central...
Recent news about the COVID-19 pandemic has been worrying, with more contagious strains of the virus spreading internationally, rising contamination rates, and healthcare systems on the...
The British pound sterling rose against its major currency peers amid higher-than-expected inflation to cap off 2020 in the United Kingdom. Across the board, the cost of living was higher in December, leading to speculation...
Futures Trade Near Record As Nasdaq Jumps On Netflix Blowout Quarter S&P futures rose with European stocks on Wednesday, buoyed by earnings and hopes for more...
USDCAD – BOC to Make Rates Announcement The Bank of Canada is widely expected to leave its monetary policy unchanged. Outlier opinions are... Read More... The...