The price illusion. It is causing enormous confusion and difficulty, making the global economy out to be something it really isn’t. In fact, the whole...
Why Won't The Fed Be Able To Shrink Its Balance Sheet? Authored by Michael Maharrey via SchiffGold.com, Earlier this week, Federal Reserve...
With little sign of inflationary pressures abating, the anticipated trajectory of central bank policy rates is steepening. Although this will challenge...
It's Official: Deutsche Is The First Bank To Forecast A US Recession In Late 2023 Up until now, with the exception of various bearish splinter...
Commodity Crucible: US Coal Hits Record High As French Power Prices Go Limit Up If one pretends hard enough that the Ukraine war isn't sending...
Bear Market Anatomy – Revisiting Russell Napier's Work Authored by Lance Roberts via RealInvestmentAdvice.com, “Anatomy of a Bear Market” by...
"Anatomy of a Bear Market" by Russell Napier is a "must-read" manuscript. Given current market dynamics, a review seems timely. As my colleague, Richard...
JPMorgan Admits Central Banks Need A Recession "To Cure Inflation" Over the past few months we have repeated a statement which - because it...
Biggest Housing Affordability Shock In History Incoming 30 Year fixed mortgage rates have jumped 160bp this year, reaching the highest since...
Yen At Risk Of "Explosive" Downward Spiral With Kuroda Trapped... And Why China May Soon Devalue The yen's recent nosedive has heightened...
The Fed Owned The Bond Market, Now It's Breaking It By Garfield Reynolds, Bloomberg Markets live Chief Correspondent for Rates The Federal...
Inflation is running hot, and the Fed is projecting seven rate increases this year alone. As if that is not concerning enough for bond investors, the...
Ukraine talks send equities up, dollar down I mentioned yesterday that even the slightest hint of any good news emerging from the Ukraine-Russia talks...
Which Major Currency Will Be The First To Fall? Authored by Bruce Wilds via Advancing Time blog, ...Could the euro beat the Yen in the race...
Normally investors view the future as more uncertain than the present. When that turns on its head, it’s often a bad omen.
Surge In Bond Yields Says It's Time To Buy Bonds Authored by Lance Roberts via RealInvestmentAdvice.com, The surge in bond yields suggests...
The surge in bond yields suggests that we are nearing the ideal entry point to buy longer-duration bonds for capital appreciation and portfolio protection....
What Is Quantitative Easing (QE) in Simple Terms?In modern finance, when the economy hits a rough patch, central banks often come to the rescue with emergency...
The GBP/USD price held steady on Wednesday morning ahead of the latest UK consumer price index (CPI) data. It rose to a high of 1.3283, which...
Answering top questions from HW+ members, Lead Analyst Logan Mohtashami shares the inside scoop on where rates are headed, where housing inventory stands...
Central banks are facing some of their toughest monetary policy decisions ever.
"Suffocating" Impact From Higher Rates Will Force The Fed To Ease Much Sooner Than Expected Back in December, when we first showed that the...
Turning The Wealth Pyramid Upside Down Authored by Bruce Wilds via Advancing Time blog, When we look at upside down wealth pyramid below,...
Rate hikes expected as inflation keeps rising It’s been another volatile week in financial markets with events in and around Ukraine continuing to dominate....
What's Behind The PBOC's 1 Trillion Yuan Transfer By Ye Xie, Bloomberg Markets Live reporter and analyst The People’s Bank of China disclosed that...
QE Is Officially Over Earlier today, we reminded readers that as the Fed transitions from QE and perpetual post-covid easing to QT and inflation-battling...
EU To Reveal Plan For "Potentially Massive" Joint Bond Sales To Fund Energy And Defense In an arrangement similar to the bloc's $2 trillion...
One of the most significant market responses to Russia's attack on Ukraine is in the expectations for the trajectory of monetary policy in many of the...
Will There Be A 2024 Presidential Election? Authored by Jim Quinn via The Burning Platform blog, “All tyrannies rule through fraud and...
Wall Street's Biggest Bear: We Are On Track For An Extremely Challenging March & April As we noted yesterday, in his "Sunday Start" note...