The labor theory of inflation, the one the FOMC will use to justify rate hikes in 2022 (as far as they might go), isn’t just wages...
Could Geopolitical Risk Sideline The Fed? Authored by Lance Roberts via RealInvestmentAdvice.com, “Geopolitical Risk” could well be...
"Geopolitical Risk" could well be a reason for the Fed to slow-roll tightening monetary policy in March. With Russia invading Ukraine, such would not be...
Geopolitical Shocks Seem To Come As Central Banks Tighten By Garfield Reynolds, Bloomberg Markets Live commentator and reporter The turmoil...
Bond Bull Market Coming? Take The Road Less Traveled Authored by Michael Lebowitz via RealInvestmentAdvice.com, Over the past decade, historically...
Over the past decade, historically low bond yields have converted many bond investors into bond traders. Bond traders strategically buy and sell bonds...
"Economic Injustice": 72% Of PPP Money Went To The Top 20% Of Earners In America Submitted by QTR's Fringe Finance The idea of the Paycheck...
David Favier, senior portfolio manager of European ABS strategies, reflects on the impact of the pandemic and the outlook for 2022. Covid-19 created...
The NZD/USD pair rose slightly on Wednesday morning after the Reserve Bank of New Zealand (RBNZ) delivered its interest rate decision. It is trading at...
In exceptional times, monetary finance may provide helpful policy support but there are risks.
The Fed Put? What And Where Is It? Authored by Lance Roberts via RealInvestmentAdvice.com, The “Fed put?” Exactly, what is it, and...
The "Fed put?" Exactly, what is it, and where does this mythical support reside? It isn't surprising with the rough start to 2022, investors are hoping...
What Is Quantitative Easing in Simple Terms?In modern finance, when the economy hits a rough patch, central banks often come to the rescue with emergency...
A market crash may be more likely than at any time in a generation.
Soaring Rents Eat Americans' Wage Increases... And Then Some Authored by John Rubino via DollarCollapse.com, US headline inflation exceeded...
The Japanese yen has moved higher on Thursday, as tensions are once again rising over the Ukraine crisis. Ukraine crisis escalates Invasions fears have...
Canada’s inflation hits 30-year high Inflation continues to rise and hit a new 30-year high in January. Headline inflation jumped 5.1% y/y, up from 4.8%...
Australia’s employment report for January was better than expected, but the Australian dollar didn’t respond to the positive news. The economy added...
Riskier firms typically borrow at higher rates than safer firms because investors require compensation for taking on more risk. However, since 2009 this...
This Was The Biggest Rate Shock Since Volcker's Intermeeting Rate Hike In 1979 When commenting on yesterday's post-Bullard VaR Shocknado,...
Tighter US monetary policy, rising (real) yields and a correction in growth stocks. None of this is really a surprise. Markets have been reckoning with...
The Fed, Inflation, Rates And Credit Markets By Peter Tchir of Academy Securities This week we will discuss: The Fed, because I want my view to...
A week before the January 26th Fed policy meeting we asked Instability or Inflation, Which Will The Fed Choose? Liquidity is the lifeline of markets, and...
The AUD/USD price started the month well as investors reflected on the relatively hawkish interest rate decision by the Reserve Bank of Australia (RBA). The pair...
Chinese authorities responded to their faltering economy in 2018 by diverging from their Western counterparts. Their PBOC would lean into rate cuts (RRR) at the very...
The Battle For Europe Integration Has Failed And Russia Provides Proof Authored by Mike Shedlock via MishTalk.com, It's time to concede European integration failed. What are...
“An entire economic system. Around a zero rate. Not only in the U.S. but globally. It’s massive. Now, think of the adjustment process to a new...
Recession On Deck? BofA Slashes GDP Forecast, Sees "Significant Risk Of Negative Growth Quarter" With a panicking Biden likely to continue freaking out over soaring inflation,...
Why The Fed Won't Hike Rates Nearly As Much As Expected Authored by Lance Roberts via RealInvestmentAdvice.com, Rate hikes will be far fewer than the markets...
Back in August 2018, Fortune magazine ran a cover story that received a lot of attention at the time. Titled “The End Is Near,” the feature...