The Next Commodity Supercycle By Variant Perception There are three big drivers of the commodity supercycle: The long era of monetary-policy dominance is over, leading to...
Blain: Why "Acting Big" Still Won't Cure Much In The Real Economy Authored by Bill Blain via MorningPorridge.com, “The secret of getting ahead is getting started.”...
The idea behind post-Georgia reflation is that globally fiscal-led “stimulus” will be enough to fix what’s still wrong. The economy broke down, by choice, last year...
1.25% 10Y Yields: Now What? By Ian Lyngen of BMO Capital Markets 10-year yields broke through 1.25% during the overnight session on what can best be...
Where Energy Modeling Goes Wrong Authored by Gail Tverberg via Our Finite World blog, There are a huge number of people doing energy modeling. In my...
The New Zealand dollar has reversed directions on Wednesday. Currently, NZD/USD is trading at 0.7219, down o.28% on the day. New Zealand can consider itself very...
The New Zealand dollar is almost unchanged in Tuesday trade. Currently, NZD/USD is trading at 0.7228, up o.08% on the day. New Zealand Inflation Expectations accelerates...
Creator Of The Bond VIX: The Coming "Monetary Hurricane" Is A White Swan By Harley Bassman, creator of the MOVE index, aka the "VIX for bonds"...
The Rapidly Failing EU Authored by Alasdair Macleod via GoldMoney.com, It is not widely realised that the EU concept is on its last legs. The bureaucratic...
The good news, such that it might be, is that the BLS - using data from the Census Bureau - believes that the American population is...
Blain: "Everything Makes Sense, But Nothing Is Logical" Authored by Bill Blain via MorningPorridge.com, "'Til The Pips Squeak" “Here’s to the founding fathers – slave-owning British...
Everyone in Europe has long forgotten about what was going on there before COVID. First, an economy that had been stuck two years within a deflationary...
Italy's Economic Future May Depend On One Man, And It's Not Draghi Turns out, the politics of building an "apolitical" government of national unity aren't so...
The overnight session was relatively non-descript for financial markets in the bigger picture. Equity and currency markets moved sideways, as did precious metals, with only energy...
Futures Surge Above 3,800 As Short Squeeze Fizzles; Attention Turns To Stimulus US equity futures have continued their Monday rally, rising above 3,800 as the collapse...
An abridged version of this article first appeared in Investment Week (print edition, 1 February 2021, p. 14) The past five years have seen an exponential...
There seems to be more room for gains here by the US dollar from a technical point of view. Moving... The post Weekly forex data: central...
The Australian dollar has posted small losses on Monday. Currently, AUD/USD is trading at 0.7628, down 0.13% on the day. AUD/USD enjoyed its best week since...
Gold Price Framework Update: The New Cycle Accelerates Via Goldmoney Insights, Gold prices rallied 25% in 2020 after having gained 19% the year before. We believe...
Financial markets experienced a minor taper tantrum overnight, although my mother, having endured years of bringing up a highly-strung devil child, would even rate it as...
No Bubble Here, Just BTFD, Kolanovic Reassures JPM Clients With bank after bank after bank piling on with warnings that the market is due for a...
Blain: The Market's Madness Will Continue, "We're In A New World" Authored by Bill Blain via MorningPorridge.com, “Future's made of virtual insanity now… for useless, twisting,...
The Australian dollar has reversed directions on Wednesday and is trading in red territory. Currently, AUD/USD is trading at 0.7724, down 0.24% on the day. Business...
Quinn: The Fourth Turning Detonation, Part 1 Authored by Jim Quinn via The Burning Platform blog, “Americans today fear that linearism (alias the American Dream) has...
The Australian dollar has posted modest gains in the Tuesday session. Currently, AUD/USD is trading at 0.7729, up 0.21% on the day. Australia CPI projected to...
The Biden administration’s USD 1.9 trillion-stimulus proposal is large – amounting to 9% of US annual GDP – and redolent of the October, pre-election speculation about...
Keynesians Going All-In Authored by Alasdair Macleod via GoldMoney.com, Mainstream economists are celebrating Joe Biden’s election as US President. For Keynesians, the outlook is for a...
Janet Yellen Talking Out Of Both Sides Of Her Mouth Authored by Michael Maharrey via SchiffGold.com, During testimony before the Senate Finance Committee, Treasury Secretary-nominee Janet...
Big tech in focus Earnings season is up and running and next week will see some huge names reporting on the fourth quarter including Facebook, Apple...
The ECB wants everyone to know that it is in control, and therefore has everything under control. Through an almost certainly carefully placed leak, European central...