Yesterday, stocks advanced for the 6th day heading towards previous highs as earnings roll in. With little economic news on the calendar, there was little to...
Here’s an overview of the main factors that impacted the copper market in Q3 2021, and what's ahead for the rest of the year. The post...
COVID-19 has left a legacy of record-high debt and shifted the trade-offs between benefits and costs of accumulating government debt. How do these trade-offs manifest themselves?...
Persistent Inflation Poses a Real Threat to Stock Prices Inflation is running hot at 5.4%. The unemployment rate less “quitters” is 1.9%. QE is still running...
Seven large-cap bank stocks to buy as protection against inflation include some well-known regional financial institutions in the United States. The seven large-cap bank stocks to...
Thomas Barkin is President and CEO of the Federal Reserve’s Fifth District branch headquartered in Richmond. Beginning the job during the tumultuous and confusing 2018 (for...
When 'Transitory' Leads To 'Permanent' Mistakes Authored by Bill Blain via MorningPorridge.com, “Everything transitory is but an image…” The biggest risk to markets have always been...
Fiscal policy, including both automatic stabilizers and pandemic-related tax and spending legislation, played a significant role in cushioning the blows to the economy of COVID-19 in...
After their valuations boomed in 2020, the UK’s online fast-fashion giants of Asos and… The post Do bruised fast fashion valuations mean now is the time...
Hurricane Ida swept up the Gulf of Mexico and slammed into the Louisiana coastline on August 29. The storm would continue to wreak havoc even as...
For students in Econ 435, using model originally in Robert Hall and John Taylor, “Macroeconomics”, and shown in the ADAS handout. We hear about lots of...
It was the best of times, it was the worst of times... Charles Dickens, A Tale of Two Cities Some see the cup as half...
OK, so we went through the ways and reasons consumer price increases are not inflation, cannot be inflation, are nowhere near actual inflation, and what all...
Yesterday, the "Bulls" gained control of the ball from the "Bears" as earnings season got underway. After a successful retest of the 100-dma, the bulls charged...
Albert Edwards: We Should Start Worrying About The Coming Recession One week ago, when looking at the surge in commodity prices, SocGen's Albert Edwards pointed out...
Among young adults (ages 16-24), recovery from the COVID-19 recession has looked quite different from previous recessions and from the experiences of older Americans. For those...
Inflation is no longer accelerating, but it’s not showing clear signs of declining from recent peaks either. US consumer prices at the headline level edged up...
Kemp: Beset By Coal Shortages, India's Power Grid Struggles To Meet Demand By John Kemp, Reuters energy analyst and reporter. India has experienced persistent electricity shortages since...
According to the National Bank of Canada the risk of global stagflation is surfacing due to rising oil prices, soaring food costs, and slow economic growth...
…The International Monetary Fund (IMF) warned this week in its regular Financial Stability Report that global home prices are now stretched. Stimulus policies backstopped the market,...
Headline slightly above Bloomberg consensus (0.4% vs. 0.3% m/m) and core at consensus (0.4%), but month-on-month inflation rates are down relative to peaks earlier in the...
- by New Deal democratInflation, along with the expiration of the emergency pandemic payments, is one of the two big threats to this expansion. This morning’s...
Last month’s estimate of “fair value” for the US 10-year Treasury yield suggested that an upside bias for this benchmark rate was likely, or at least...
Futures Reverse Losses Ahead Of Key CPI Report For the second day in a row, an overnight slump in equity futures sparked by concerns about iPhone...
Forgotten now, overridden by the arrival of the coronavirus, Germany’s economy was already well into recession before COVID. Quite a long time before. It wasn’t an...
An expert on global supply chains explains why shortages of many products have persisted throughout the pandemic.
Wall Street Is Done With Covid: Pandemic No Longer Among Top 3 Risks For Market The covid scare is officially over. According to the latest monthly...
Raising corporate taxes would hurt firms’ profitability and funds to grow their businesses. Employment growth and wages would suffer The finance ministers of more than 130...
This morning market futures are pointing lower as oil breaks above $80 and bond yields rise. Furthermore, investors need to fasten their seat belts, for a...
Bonds sold off again last week with the yield on the 10 year Treasury closing over 1.6% for the first time since early June. The yield...