The S&P 500 index pared intraday gains over the past hour after the U.S. Federal Reserve announced its first rate hike since the start of the...
The COVID-19 pandemic presented a massive crisis that demanded a large collective response. At times, strong government action—mask mandates, expanded...
FOMC Preview: The First Rate Hike Since 2018 Central banks face a challenging trade-off: do they react to the labor market close to full employment...
The Fed is about to begin its biggest inflation fight in four decades.
Answering top questions from HW+ members, Lead Analyst Logan Mohtashami shares the inside scoop on where rates are headed, where housing inventory stands...
The conflict is a major blow to the global economy that will hurt growth and raise prices. Beyond the suffering and humanitarian crisis from Russia’s...
Way back in 2013, I wrote a post "Predicting the Next Recession. This post was in response to several recession forecasts (that were incorrect).In that 2013...
The Bond Market Is Screaming Stagflation By DataTrek Research Topic #1: Market-based expectations for future US inflation have broken out...
Carnage: China Breaks, Apple Cracks Key Support, Yields Soar As Rate Hike Odds Surge The week started off badly enough with nothing short...
"Suffocating" Impact From Higher Rates Will Force The Fed To Ease Much Sooner Than Expected Back in December, when we first showed that the...
The top 10% of the richest people in the United States held 69.8% of total U.S. net worth (which is the value of all assets a...
US Households Expect Record Spending Increases As All Prices Soar After unexpectedly sliding last month in what was the largest monthly decline...
A Preview Of The Crazy Week Ahead Here is just a sample of the events on deck this week: a Fed rate hike, a Russian default,...
War: Bigger Inflation & Recession Shocks, Rate-Hikes Are Smaller Authored by Patrick Hill via RealInvestmentAdvice.com, (The Ukraine...
Monday’s these days usually present a confusing picture to investors, and this one is no different. Reuters is reporting that both Ukraine and Russia...
Meanwhile In China, All Hell Is Breaking Loose With war raging across the world's bread basket, risk of World War 3 the highest it has been...
Hedge Fund CIO: The Golden Era For Central Banking Is Ending And A Global "Great Famine" Is Coming By Eric Peters, CIO of One River Asset...
The prospects of surging inflation and higher interest rates hinder the performance of growth stocks in a big way. Remember, their valuations are highly...
(The Ukraine War) “means a bigger inflation shock, a smaller rates shock, and a bigger recession shock.” -Bank of America Corp. chief strategist Michael...
India Is Mulling Rupee-Ruble Payments System For Trade With Russia Authored by Jerri-Lynn Scofield via NakedCapitalism.com, India is discussing...
Global Diesel Shortage Raises Risk Of Even Greater Oil Price Spike By John Kemp, Senior Market Analyst at Reuters Global stocks of diesel...
Benchmark revisions have visited the BLS JOLTS survey, too. And yes, they’ve been smoothed. To that end, the hawkishly-watched Job Openings (JO) trend...
Here’s a closer look at what a stock market sell-off is, why they occur and what’s driving the current bearish downtrend in 2022. The post How...
The Ukraine war is putting upward pressure on US inflation and downward pressure on spending and growth.
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....
- by New Deal democratThis is a follow up about “real” wages, in the wake of the February CPI.Yesterday’s CPI report showed that prices increased...
Price shocks are a feature of the global oil market, not a bug – and even when governments take many steps to grow supply or reduce...
March 11 marks the one-year anniversary of the signing of the American Rescue Plan Act (ARPA). This $1.9 trillion dollar relief package was both an emergency...
That’s the title of a NPR report. Inflation hit 7.9% in February compared to a year earlier, setting yet another four-decade high. Wages are not keeping...
One of the few things that can be said with any certainty about the current market outlook is that volatility will remain high (see Exhibit 1)....