UK Faces 'Plan B' Peril: COVID Multiplies The Economic Threat Authored by Bill Blain via MorningPorridge.com, “T’was the best of times, t’was the worst of times...
Something's got to give in the markets. And it may not take long before the next long term trend becomes apparent. The most reliable market indicator...
The macro highlights for the week ahead fall into three categories. First are the preliminary estimates for Q3 GDP by the US and the EMU. Second,...
Note: This is an unedited draft section from my inflation text. To what extent it depends upon observed behaviour, those figures will appear in another section...
One Bank Crunches The Numbers On Oil Supply/Demand Dynamics, Reaches A Shocking Conclusion With oil prices surging amid a broader global energy crisis, many are hoping...
Persistent Inflation Poses a Real Threat to Stock Prices Inflation is running hot at 5.4%. The unemployment rate less “quitters” is 1.9%. QE is still running...
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...
Quinn: Living In A Potemkin World Authored by Jim Quinn via The Burning Platform blog, “Every record has been destroyed or falsified, every book rewritten, every...
Yesterday, the "Bulls" gained control of the ball from the "Bears" as earnings season got underway. After a successful retest of the 100-dma, the bulls charged...
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...
Wells Fargo Tumbles After Another Ugly Quarter: Loans Shrink Again As Home Lending Tumbles In a day when the big banks reported generally stellar earnings (especially...
The Fed's FOMC minutes from the September meeting suggest the Fed will taper its asset purchases by $15 trillion a month starting in November. At that...
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...
Here is The Hidden $150 Trillion Agenda Behind The "Crusade" Against Climate Change We now live in a world, where bizarro headlines such as the ones...
Forgotten now, overridden by the arrival of the coronavirus, Germany’s economy was already well into recession before COVID. Quite a long time before. It wasn’t an...
Overview: Equities are softer and yields higher to start the new week. The dollar is mixed. Oil and industrial metals are higher. There are several developments...
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...
The US Is Officially A Banana Republic: The Top 1% Now Own More Wealth Than The Entire Middle Class In some ways, we sympathize with Neel...
The Economy Needs Higher Rates Submitted by The Swarm Blog, In a RealVision interview, Greenlight capital’s founder David Einhorn recently said: “I’m not in the transitory-inflation...
Albert Edwards: "It's Starting To Feel A Bit Like July 2008" One of the theories seeking to explain the Lehman collapse and the ensuing financial crisis...
Overview: The dollar is narrowly mixed and bid ahead of the jobs report. The Scandis lead advancing major currencies, while the yen and Australian dollar are the...
After Wednesday's impressive rebound the bulls are regaining confidence and attempted a run for the 50-dma yesterday. With control back in their hands, the first big...
ECB Already Preparing Next QE To Address "Market Turmoil" When Emergency QE Ends Next Year The ECB has not even started tapering and it's already preparing...
The market is set to drop after yesterday's rebound as debt ceiling woes continue. From a frenzied Friday to manic Monday, a rebound on Tuesday, it...
We’ve got one central bank over here in America which appears as if its members can’t wait to “taper”, bringing up both the topic and using...
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...
Elizabeth Warren Slams "Atrocious" Fed Insider Trading, Asks SEC To Investigate If Trades Were "Illegal" For once we agree with Elizabeth Warren: the Massachusetts socialist sent...