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...
CK is still in the fight of her life. Again, we ask that everybody, everywhere please bring all and whatever you got in the form of...
Investors’ views on the outlook for growth have gone from acceleration to anticipation of the coming peak, while on inflation, expectations have moved from a pickup...
In response to the economic impact of the COVID-19 pandemic, the Federal Reserve cut short-term interest rates to zero on March 15, 2020 and restarted its...
Monetary Policy Is Not Expansionary Authored by Lance Roberts via RealInvestmentAdvice.com, Monetary policy is not expansionary despite widespread belief otherwise. The general assumption by the Federal Reserve is...
Monetary policy is not expansionary despite widespread belief otherwise. The general assumption by the Federal Reserve is that by providing excess reserves to the banking system,...
And just like that, snap of the fingers, it’s gone. Without a “bad” Treasury auction, there was no stopping the bond market today from retracing all...
Stronger inflation data in the US again fuels the ‘transitory-versus-persistent’ debate on the fundamental nature of inflationary pressures. It is a discussion that has further to...
Wells Fargo Reports Another Disappointing Quarter: Interest Income Flat As Average Loans Tumble After the solid results from both JPM, Goldman, and BofA (which saw strong...
I do take pleasure in being a kiwi on many levels, one of which is the refreshing habit kiwis have of telling it like it is....
Another day, another alarming piece of data delivered from China. Anyone looking for where the PBOC’s “surprise” RRR cut late last week is coming from, the...
There has been a fair bit of catching up to do after the past week spent outside of the financial market’s matrix. The biggest takeaways appear...
Majority Of Former Hospitality Workers Refuse To Go Back To Their Old Jobs While the end of pandemic unemployment benefits in September may finally put an...
The Japanese yen is up sharply on Thursday. In the European session, USD/JPY is trading at 109.92, down 0.63% on the day. In the Asian session,...
Our medium-term scenario continues to favour risk and equities, given the fundamental factors and economic policy support. This is an extract of our Asset allocation monthly...
The British pound is drifting in the Wednesday session. In North American trade, GBP/USD is trading at 1.3807, up 0.06% on the day. FOMC minutes may...
Completing the monthly cycle, the ISM released its estimates for non-manufacturing in the US during the month of June 2021. The headline index dropped nearly four...
While yesterday's jobs report came in a bit on the weak side despite its impressive headline beat of 850K jobs created in June...
Payrolls for the month of June were a mixed bag, in that the payroll data was better than expected at the same time nothing else was....
BofA Crashes The "Transitory" Party: Sees Up To 4 Years Of "Hyperinflation" At the start of May, when observing the avalanche of "higher inflation" mentions on...
All 23 US Banks Easily Pass Fed's Stress Test, Setting Stage For Billions In Buybacks As we previewed earlier, today the Fed would release the latest...
European stocks are pushing firmly higher amid optimism surrounding the economic recovery and as investors look ahead to the Bank of England rate decision. The German...
The price of gasoline keeps rising for three simple reasons. First, the initial lockdowns associated with the pandemic caused a painful crash in crude oil and...
Powell Just Launched $2 Trillion In "Heat-Seeking Missiles": Zoltan Explains How The Fed Started The Next Repo Crisis Last week, amid the fire and brimstone surrounding...
The Federal Reserve left US interest rates unchanged at its latest policy meeting, but surprised with a hawkish tone that can be seen as indicating that...
The outcome of the 10 June meeting of the ECB’s Council was no change in the stance (the pace of asset purchases) for the moment; no comment on the overall...
The last time you pulled up the pump for gas, you may have noticed a pinching feeling. For every agenda, there’s a price to be paid....
Slowly At First... Then All At Once Authored by Lance Roberts via RealInvestmentAdvice.com, Bull markets always seem to end the same – slowly at first, then...
Charts That Should Scare The Pants Off The Fed (And Probably Do) Authored by Mike Shedlock via MishTalk.com, Let's investigate the relationship between the Fed's QE...
Bull markets always seem to end the same - slowly at first, then all at once. My recent discussion on why March 2020 was a "correction"...