Rate hikes will be far fewer than the markets currently expect. Currently, with inflation pushing more than 7%, the highest level in decades, it is not...
Goldman Sees "Risk" Of Fed Rate Hike At Every Meeting, Predicts $2.5 Trillion In Balance Sheet Shrinkage An interesting dynamic has emerged on Wall Street: on...
JPMorgan Models War Between Russia And Ukraine: Sees Oil Soaring To $150, Global Growth Crashing With Morgan Stanley joining Goldman and calling for $100 oil, and...
The World & Monetary Policy Has Split Authored by Bill Blain via MorningPorridge.com, “It’s too early to say..” As the West reopens, China’s lockdowns remain draconian....
The Federal Reserve Is A Money-Making Enterprise Via SchiffGold.com, The Federal Reserve is a money-making enterprise. This probably shouldn’t come as any surprise, given that the...
Futures Recover From Wednesday Rout As Yields, VIX Stabilize Whereas the stock plunge on Tuesday could be blamed on surging rates, the repeat tumble on Wednesday...
Morgan Stanley Turns Even More Bearish, As Accelerated Fed Tightening Sparks Bear Market Having warned for months that the market is set to snap, unlike some...
Emissions trading systems are supposed to speed up decarbonisation, but they are not yet capable of doing so in practice.
Over the past few weeks, Fed speakers are bemoaning inflation and voiced their wishes to squash it. They frequently mention how effective their monetary toolbox is...
Market review Q4-2021: The low-rate conundrum Back in the mid-2000s, then-Fed chair Alan Greenspan remarked on the curious phenomenon of long rates staying low even though...
Europe's Spendthrifts Are Stuck In Irreversible Debt-Traps Authored by Alasdair Macleod via GoldMoney.com, A Euro Catastrophe Could Collapse It This article looks at the situation in...
One Bank Predicts $3 Trillion In Quantitative Tightening Coming Wall Street has officially jumped the shark: with the economy set to slow this year - even...
The economy doesn’t have a real inflation problem, and not recognising the difference is the biggest danger.
Stocks Vs. Bonds - What Could Go Wrong? Authored by Michael Lebowitz via RealInvestmentAdvice.com, Stocks are priced for perfection. Bonds trade at historically low yields despite...
Six stocks to buy for profiting amid 2022 challenges should be fueled by key investment themes. The six stocks to buy for profiting amid 2022 challenges...
Stocks are priced for perfection. Bonds trade at historically low yields despite 7% inflation. What could go wrong? As fiscal and monetary support for the economy...
Here Are The Two Things That Will Crush The Fed's Hiking Plans During Powell confirmation hearing today, the Fed chair said something notable which explains the...
Blain: Inflation Will "Change The Way We Think About Markets" Authored by Bill Blain via MorningPorridge.com, “A multiplicity of options does not lead to better choices…”...
The GBP/USD pair continued its bullish trend on Monday as investors focused on last Friday’s economic data from the United States. The pair rose to a...
Equities held their ground in December despite being faced with two factors that could have led to sharp falls: The resurgence of Covid infections and US...
Here Are The Best And Worst Performing Hedge Funds Of 2021 It was another painful year for most hedge funds, with many suffering the pain of...
Monetary policy can have a meaningful impact on inequality, as recent theoretical and empirical studies suggest. In light of this, how should policy be conducted? And...
How does accounting for households’ heterogeneity—and in particular inequality in income and wealth—change our approach to macroeconomics? What are the effects of monetary and fiscal policy...
Tailwinds Shift To Headwinds In 2022 Authored by Michael Lebowitz via RealInvestmentAdvice.com, The first part of our 2022 outlook looks through the front windshield and contrasts...
The US dollar index (DXY) moved sideways after the Federal Reserve published minutes of the past meeting. It is trading at $96.15, where it has been...
From a technical point of view, a clear move back above $80 seems to be unlikely as of now given this area’s importance as a psychological...
The first part of our 2022 outlook looks through the front windshield and contrasts 2021s tailwinds with 2022s growing headwinds. While no one knows what 2022...
Will we now see a proper pandemic recovery?
The USD/CHF pair had a mixed performance in 2021 as the world economy emerged from the pandemic. The pair initially dropped to 0.8755 in January and...
The economy was in danger of running hot, too hot they all said. In order to stay ahead of such inflation potential, as central bankers saw...