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...
What To Fear Most Authored by Bill Blain via MorningPorridge.com, “I am so glad to live in a world where there are Octobers” October is 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...
Stock futures slump to kick off the seasonally strong fourth quarter of the year. As expected, the market did sell off to the 5% correction level...
Blain: The Risks Of Central Bank Policy-Error Are Escalating Authored by Bill Blain via MorningPorridge.com, “Never trust a granny on a scooter wearing a balaclava.” The...
Futures Rebound As Yields Drop U.S. index futures rebounded on Tuesday from Monday's stagflation-fear driven rout as an increase in Treasury yields abated and the greenback...
"A More Difficult Backdrop Is Emerging": 5 Reasons Why Goldman Is Starting To Turn Bearish Last week's remarkable bounce in stocks from Monday's lows which, as...
As Q3 winds down and Q4 begins, the broad investment climate is being shaped by the turning of the monetary cycle. Norway was the first, and New...
If you're fortunate to be able to do this long enough, you’re absolutely assured to get caught with your pants down and almost certainly more than...
The BoE kept its main interest rate unchanged at 0.1% and stuck to its… The post Sterling rallies nearly 1% on BoE news first appeared on...
So much easier to just change the target, to move the goalposts. Having failed for weeks to provoke any “tantrum” to the Federal Reserve’s oncoming taper,...
Gold-Silver Ratio Opening Up Again Via SchiffGold.com, The gold-silver ratio has ballooned again, indicating that silver is once again a bargain buy. During a gold bull...
Does The Fed Really Want A "Bond Market Tantrum"? Authored by Michael Maharrey via SchiffGold.com, A Reuters article by Stefano Rebaudo argued that the Federal Reserve might welcome a “bond...
Quinn: It's A 'Fourth Turning', What Did You Expect? Authored by Jim Quinn via The Burning Platform blog, “Reflect on what happens when a terrible winter blizzard strikes....
Kolanovic Blames CTAs For Market Liquidation, Says BTFD Continuing the tradition of never seeing a dip he didn't want to buy, JPMorgan's Marko Kolanovic took one...
This past week saw a number of potential market headwinds emerge that pressured the major averages lower. Mixed data showing higher inflation at the wholesale level,...
El Erian: Time's Running Out For The Fed Authored by Mohamed El-Erian, op-ed via Bloomberg.com, The central bank should start pulling back on its $120 billion...
Blain: It's Beginning To Look Like A Messy Cascade Authored by Bill Blain via MorningPorridge.com, “Steam in the subway Earth is afire” The most destructive rock...
Inflation in the UK in August rose at the highest rate in a decade.
A Pandemic Of Authoritarianism... Authored by Alastair Crooke via The Strategicd Culture Foundation, What we see is an attempt to impose an idealised technical managerialism onto a...
Those pesky base effects. For most of the world’s economic data, these have contributed much to creating the misimpression the global economy is doing well, if...
January 2021 was, it may have seemed, only the start of something big. Huge. Colossal. Coronavirus vaccines had been discovered, publicized, and rolled out, meaning for...
Diverging macroeconomic policies in China and the US have created market volatility recently amid concerns that China’s growth slowdown could spill over into Asia and a less generous...
As another central bank, the Federal Reserve, seriously contemplates tapering its latest QE, its policymaking members would do well to consider the several others who either...
The decline in US real (inflation-adjusted) yields over the last five months has frustrated many investors who had counted on a rise; instead, yields have touched...
The Canadian dollar is in positive territory in the Friday session. Currently, USD/CAD is trading at 1.2619, down 0.34% on the day. Earlier in the day, the...
(1) This sums it all up: Today, low policy rates are no longer a countercyclical tool. Instead, they are a structural feature of the financial system....
The Fed Is Helping Facilitate Trailer Park Evictions Authored by Michael Maharrey via SchiffGold.com, The Federal Reserve is helping corporate real estate investors evict poor people...
Wall Street Sets Its Sights On S&P 5000 Authored by Lance Roberts via RealInvestmentAdvice.com, Just recently in our “Daily Market Commentary” (subscribe for free), we discussed Wall Street...
Equities are opening flat this morning despite volatility in other markets. U.S. bond yields are 4bps higher, crude oil $1 lower, and gold about $20 weaker....