(1) Merryn Somerset Webb (MSW) does not work for FT but writes for FT. She is refreshing to read. In her understated way, she points out...
The AUD/USD price is hovering near its highest level since July 15 ahead of the Reserve Bank of Australia (RBA) interest rate decision. The pair is...
Germany Is Just A Distraction From The Real Story Authored by Bill Blain via MorningPorridge.com, “The bloody uproar of war is over; let’s enjoy the carnival...
Since the beginning of July, the Bank of Canada’s balance sheet hasn’t really gone anywhere. This is despite stating in the July 14th interest rate announcement...
Inflation Is A Monetary Curse Authored by Alasdair Macleod via GoldMoney.com, Remarkably, in a speech on monetary policy given at the Jackson Hole conference last Friday,...
One Bank Spots A Bizarre Market Divergence: Stocks Are At All Time Highs Yet Investors Are Bracing For Crisis Something strange is going on. On one...
Goodbye Taper? Huge Jobs Miss As US Adds Just 235K Jobs In August As we previewed earlier, while consensus for today's closely-watched payroll print was 725,000,...
Finally, it’s Friday; let’s run the payrolls. In this case, the US Non-Farm Payrolls. The NFP is always good for some juicy volatility intra-session, but this...
In the short term, geopolitical tensions and the transition to a less dovish US monetary policy could trigger market jitters. In the medium term, a number...
Yields Jump To Session Highs After Knot Urges "Immediate" Slowdown To ECB Crisis QE One would think that today's dramatic drop in Consumer Confidence coupled with...
Futures Reverse Overnight Ramp After ECB Hints At Its Own Taper Stock markets set new record highs on Tuesday as investors ended August in a buoyant...
This past Friday, Fed Chairman Jerome Powell delivered an amazingly dovish speech at Jackson Hole, Wyoming, that caught the market pleasantly flat-footed. Within the body of...
Mauldin: Perfect Storms Are Brewing Authored by John Mauldin via MauldinEconomics.com, Having been Puerto Rico residents for almost three years now, Shane and I have learned...
A quiet start to the morning in the aftermath of hurricanes Ida and Powell. Prices of Crude oil and natural gas rose on the open last...
In this 08-27-21 issue of "'Fed Says Taper Is Coming Bulls Hear 'No Taper Now.'" Market Rallies As Bullish Trend Remains Powell Says Taper Is Coming,...
The Bear Case In 12 "Charts Of Darkness" While most sellside analysts and strategists are throwing in the towel as the market continues its relentless meltup...
"Rapidly Becoming Untenable" - Eurozone Finances Have Deteriorated Authored by Alasdair Macleod via GoldMoney.com, Despite negative interest rates and money printing by the European Central Bank,...
The Structural Changes Taking Place In The Economy Are "Very Dangerous" Authored by Bruce Wilds via Advancing Time blog, Markets Are Focused On The Fed And...
Dovish Powell Sparks "Most Painful" Meltup To 52nd Record High In 2021 All that angst and jitters heading into today's Jerome Powell speech, with so many...
Bad Breadth & Big Divergences Authored by Michael Lebowitz via RealInvestmentAdvice.com, BIg Divergences While the market continues its bullish advance (why not with $120b in QE), the divergences...
At 10 am, Jerome Powell will hopefully shine some light on whether or not the Fed will commence tapering QE in the next few months. Atlanta...
'The Mistake' - Things Are Coming To A Head In Markets Authored by Sven Henrich via NorthmanTrader.com, Things are coming to a head. Things are changing...
A Historical Deviation Extreme - Will The Fed Fade The Delta Variant? Via RealInvestmentAdvice.com, Since last November the market has traded in a very defined channel...
Jim Grant: The Fed Is Playing With Fire Via SchiffGold.com, Dallas Federal Reserve President Robert Kaplan has been one of the more hawkish Fed members. On...
Not too long ago, I wrote about investors shifting from growth and technology stocks to value stocks. At the time, the national sentiment was that the...
What a Miami Stripper and Fiscal Elephant Have In Common “Banks have conditioned us to trust them, and what have we got from that?” – Mark...
Forget The Fed And Jackson Hole: Treasury Is About To Unleash $500 Billion Quantitative Tightening Three weeks ago, moments after the Treasury released its latest Treasury...
Expectations for a “once-and-for-all” announcement about the Fed’s timetable for its plan to taper quantitative easing (QE) are very high, going into this week’s symposium in...
Speculative Fervor Fades As Fed Sets Table For Taper Authored by Lance Roberts via RealInvestmentAdvice.com, Bulls Buy The Dip…Again. Last week, we discussed that further upside would...
The S&P 500 rebounded on Friday, but still ended the week fractionally lower. Energy names led the decline, while Utilities and Healthcare stocks rallied. Investors noted...