NY Fed Inflation Expectations Plunge Most On Record, But There Is A Catch... Readers will recall that according to Jerome Powell's own presser,...
Rising price pressures, stronger and more persistent than generally expected, has been the main challenge for consumers, businesses, and policymakers. It...
July Payrolls Preview: What's Better For Markets 400K Or A Negative Print? Heading into tomorrow's main event - the nonfarm payrolls print...
The major central banks were slow to respond to price pressures as the economies emerged from the unprecedented depths of the Covid crisis. They have pivoted...
Overview: Equities fell hard in the Asia Pacific region, with Taiwan’s 3.25% drop leading the move. It manufacturing PMI fell below 50 for the first...
Markets Disappointed After ECB Concludes "Short On Detail" Emergency Meeting Update (8:40am ET): Some three hours after it started, the ECB...
Crash, Then Boom! Authored by Dylan Grice via TheMarket.ch, Complacency in financial markets has given way to concern that the Federal Reserve...
China Pledges To Support Markets After Stock Rout, But Traders Demand More Just hours after the PBOC unveiled an FX required reserve cut on...
Futures Flat Ahead Of ECB And Barrage Of Bank Earnings With $2.1 Trillion In Options Expiring US index were flat on Thursday, reversing earlier...
Over the last few days, equity markets have bounced back on news of negotiations in the Ukraine conflict. We would not try to predict the outcome...
Covid, Weak Credit Spark Talk Of China Rate Cut By Ye Xie, Bloomberg Markets Live commentator and analyst Three things we learned last week: 1....
If you believe that a higher gold price is inevitable because of the size of the debt or its rapid rate of increase, then here are...
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...
Netflix, Inc. (NASDAQ:NFLX) was expected to post a strong fourth quarter of 2021 earnings, but investors remained cautious over subscription additions which had exponential growth during...
Goldman Sees "Risk" Of Fed Rate Hike At Every Meeting, Predicts $2.5 Trillion In Balance Sheet Shrinkage An interesting dynamic has emerged on Wall Street: on...
The World & Monetary Policy Has Split Authored by Bill Blain via MorningPorridge.com, “It’s too early to say..” As the West reopens, China’s lockdowns remain draconian....
China Unexpectedly Cuts Key Rate, Adds Liquidity As Economic Growth Slowed, Retail Sales Slump A busy night started with weakness in US equity futures (Nasdaq down...
One Bank Predicts $3 Trillion In Quantitative Tightening Coming Wall Street has officially jumped the shark: with the economy set to slow this year - even...
Stocks, Futures, Oil Tumble On Omicron Lockdowns, Manchin Shockwave Global stocks and US equity futures are sharply lower to start the otherwise very quiet holiday week,...
Futures Reverse Lower As Fed Meeting Looms US stock futures fell on Tuesday, reversing an earlier gain, as traders prepared for this year’s barrage of final central...
SocGen Is Telling Its Nervous Clients "Don't Leave The Party Yet" - Here's Why A surge in cross-asset volatility over the past two weeks has left...
Equity markets jump as Omicron jitters ease Another day, another directional move by markets on whatever the latest omicron headline is. Following on from yesterday’s indicative...
As Markets Brace For Beijing Easing, Chinese State Media Unveils 25bps RRR Cut Before Year-End While some in the market are still obsessing over i) when...
A simple tweet from a CNN reporter reminded us that the most powerful man in Washington, DC remains Senator Joe Manchin. Chief Congressional Correspondent Manu Raju...
Turkish Lira Crashes To Record Low After Central Bank Cuts Rates Again As was expected, moments ago the Turkish central bank cut its key interest rate...
At the halfway point of Q4, the markets' focus is on three things: inflation, growth, and central banks' response. With US and Chinese October inflation readings behind...
China Facing "Downward Pressure", Premier Warns With the Fed supposedly telegraphing that the US economy is strong enough to withstand a modest decline in the monthly...
Guess what happens when you print trillions of dollars and then run into underinvestment and logistical problems upon reopening a fast-growing global economy? You get commodity...
UK Faces 'Plan B' Peril: COVID Multiplies The Economic Threat Authored by Bill Blain via MorningPorridge.com, “T’was the best of times, t’was the worst of times...
Lira Crashes To All Time Low After Turkey Shocks With 200bps Rate Cut Despite Soaring Inflation To be fair, the writing has been on the wall...