Overview: The market was gearing up for a June Fed hike and officials and this helped lift the greenback. However, the Fed Governor Jefferson, nominated...
What Are The Markets Getting Wrong? Authored by Michael Maharrey via SchiffGold.com, We’ve talked about the recent selloff in gold. On...
We recently published a blog post I wrote entitled, ‘Why I think tech and small caps could rally this year’. In that post I explained the...
With inflation finally coming down, it looks like the U.S. Fed Reserve could soon stop lifting interest rates and start cutting, possibly as early as this...
Overview: The US dollar is weaker against all the G10 currencies today but the Swiss franc. The backdrop seems fragile even though a few regional bank...
Oil Price Falls Worries are swirling that persistently high interest rates could be like a sledgehammer descending on the US ... Read more
Recently, our small-cap team listened to Barrenjoey Capital’s chief economist, Jo Masters, discuss the prospects for the Australian economy. In brief,...
Recently, our small-cap team listened to Barrenjoey Capital’s chief economist, Jo Masters, discuss the prospects for the Australian economy. In brief,...
Stocks poised for best day in almost 2 months Euro hits highest levels in a year against dollar Early earnings paint mixed outlook US stocks are...
The USD/TRY exchange rate continued rising on Monday as traders reflected on the latest Turkey inflation numbers. The pair rose to a high of 19.20, which...
There were three ways the monetary cycle was going to turn. First, unemployment could have reached unacceptable levels. This did not happen. Labor markets...
Overview: Financial stress continues to recede. The Topix bank index is up for the second consecutive session and the Stoxx 600 bank index is recovering...
An old saying cautions one to be careful of what one wishes for. Stock investors wishing for the Federal Reserve to pivot may want to rethink...
Banking Crisis Is How It Starts, Recession Is How It Ends Authored by Lance Roberts via RealInvestmentAdvice.com, As the Fed tightens monetary...
Sam Stovall, Chief Investment Strategist at CFRA believes that the Federal Reserve will continue to hike rates by 25 bps through the second quarter of...
Three macro events highlight the week ahead. The US February CPI will be reported on March 14. The UK's Chancellor of the Exchequer Hunt will deliver...
The new year began amid optimism among investors. Equities and bonds rallied in January, clawing back some losses from last year. The dollar traded heavily,...
Futures Rise Ahead Of Inflation Data As China Reopening Lifts Sentiment Again US equity futures were set to rise for a second day as upbeat...
The economic outlook for 2023, 2024 for the United States is largely predicated on the fact that the past year has been characterised by decelerating growth,...
The US dollar's bull market appears to have come to a climactic end late in Q3 22 and early Q4. In the last three months of...
The ECB Has The Means To Snuff This Nascent Rally By Michael Msika, Bloomberg Markets Live reporter and analyst The nascent rally in European...
Luongo: The Fed Is Exposing The Lies Of Two Generations Of People In Power Authored by Tom Luongo via Gold, Goats, 'n Guns blog, Fed Watch:...
Europe's Bear Market Just Getting Started By Michael Msika, Bloomberg markets live reporter and analyst The surge in inflation, the jump...
How Hawkish? By Jane Foley, Senior FX Strategist at Rabobank A late rally on Wall Street last night allowed for a largely positive tone in...
US Many on Wall Street are watching the Fed’s rate hiking cycle and are getting nervous they will tip the economy into a recession. With scorching...
Where Are Interest Rates Headed? Is The Fed Correct Or The Eurodollar Curve? Authored by Mike Shedlock via MishTalk.com, The Eurodollar curve...
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...