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...
The Dollar's Debt Trap Authored by Alasdair Macleod via GoldMoney.com, On the fiftieth anniversary of the Nixon Shock, this article explains why fiat currencies have become...
$250 Billion Fund CIO Fears Painful Reversion Of "Fed-Enabled Dissonances" Between Reality & The Market Authored by Ted Rivelle, CIO at TCW, A scientist renowned for...
In this 08-20-21 issue of "The Fed Blinks On Taper, Bulls Buy The Dip Again." Bulls Buy The Dip...Again. Speculative Fervor Is Fading 30-Year Yield "Death...
What Rental Hyperinflation Looks Like: "Soaring Prices. Competition. Desperation" Having previously covered the record surge in rents (here and here) which represents a dramatic reversal from...
The US dollar jumps in Asia on EUR/USD stops The US dollar edged higher overnight as the FOMC Minutes outlined an increasingly likely start to tapering,...
FOMC signals tapering is on the way The overnight release of the FOMC Minutes provided some drama, with the committee members mostly lining up behind a...
Equity futures are trading flat this morning after giving up half a percent yesterday. The dollar is slightly higher overnight after its strong performance yesterday. At...
Inflation is monetary, meaning that “real” inflation – a broad-based and sustained accelerating trend in consumer prices – is a part of the not-real financial realm....
The current investing landscape has been full of surprises and sudden changes that have kept investors and fund managers guessing as to how best to be...
Country US Inflation data this week provided some light relief in the markets, even if it has probably done nothing to influence the Federal Reserve ahead...
Markets are currently anticipating a first rate-hike by the end of 2022 (Dec 22 implied around 46bps) and expect rates to be around 1.46% by Q1
The US Dollar rallies powerfully. Friday’s Non-Farm Payrolls data put Fed tapering back in the middle of the dinner table, sending US yields and the...
Sagging Productivity Will Fuel Stagflation Authored by Bruce Wilds via Advancing Time blog, For years businesses shouted they were seeing huge gains in productivity but the...
The British pound has had a relatively quiet week, and the pattern has continued on Thursday. GBP/USD is up slightly as the pair trades just above...
If insanity is doing the same thing over and over and expecting different results, what does that say about the EU?
"With Asset Prices So Frothy"... Former RBI Governor Fears Dangers Of Endless QE Authored by Raghuram Rajan via Project Syndicate, With asset prices so frothy, it...
Last week’s price action for the stock market smacked of a rally that had run out of good news to justify rising share prices. All the...
World's Largest Pension Fund Slashes US Treasury Exposure By Record Amount The world's largest pension fund, Japan’s Government Pension Investment Fund, made a record cut to...
Stealth QE Is Over: Treasury Projects Adding $350BN In Cash By Dec 31, Reversing "Liquidity Tsunami" Three months ago, at the start of May when the...
A few years ago, Paul Wallace penned an article entitled: “GDP Is A Grossly Defective Product.” The recent release of the Q2-2020 report reminded me of it as...
Despite some sloppy trading action and some sluggishness in the market's breadth, there may be some good news developing in the options market, which could bode...
Overview: Risk appetites snap back after easing in the waning hours last month. The MSCI Asia Pacific equities jumped back after dropping 1.8% last week for...
Fed hints at September taper, but no promises Overnight, the FOMC released its latest policy decision leaving rates unchanged with no change to its quantitative easing...
Emerging Market Vulnerability Heatmap: Are EMs Threatened By Increasing Inflation Expectations By Wouter van Eijkelenburg, economist at Rabobank Emerging Market Vulnerability Heatmap Summary There are divergent...
A rollercoaster week for oil prices has WTI crude recovering almost half of the 15% plunge that took place over the past two prior weeks. Crude...
Monday’s “delta-dip” receded further into the rear-view mirror overnight, as US stocks edged higher and US yields fell after the overnight US 10-Year TIPS auction went...
Peter Schiff: The Markets Are Afraid Of The Wrong Thing Via SchiffGold.com, The markets have been jittery lately. The mainstream remains concerned about inflation – more...
Blain: Markets Are Ignoring The New Inflation Reality Authored by Bill Blain via MorningPorridge.com, “Nothing beside remains. Round the decay of that colossal wreck…” Markets have...