In case you took a day off yesterday, there’s a new narrative circulating that inflation anxiety is history and worries about slowing economic growth have moved...
What's Next For The Reflation Trade: 9 Observations From Goldman The rotation back into growth and defensive parts of the market and out of reflation and...
Solar energy stocks have been consolidating over recent months, potentially providing a value opportunity for market participants looking to allocate new capital to names like Canadian...
Morgan Stanley: This Cycle Will Be "Hotter But Shorter" Than Usual By Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley We think that this economic cycle...
In response to the economic impact of the COVID-19 pandemic, the Federal Reserve cut short-term interest rates to zero on March 15, 2020 and restarted its...
By Estelle Xue Liu, Karim Foda, and Sebastian Weber Español, Português One of the positive surprises about last year’s recession is how little damage it inflicted...
Consumer inflation in the US remained surprisingly hot in June, the Labor Department reported yesterday. Taken at face value, the numbers raise more doubts about the...
President Biden has proposed an ambitious domestic policy agenda meant to “build back better” and ensure that “every American enjoys a fair return for their work...
As Congress debates the appropriate amount of investments needed to boost the economic recovery from the COVID-19-induced recession, we can learn a lot by carefully looking...
Today's data releases brought some real surprises for the market, both good and bad: consumer price inflation in June came in much higher than expected (+0.9%...
- by New Deal democratLet me start my take on this month’s inflation report with my concluding remarks last month: “this is not a big deal...
Global energy demand fell by 4.5% in 2020 - the largest recession since 1945, while carbon emissions from energy use fell by over 6%. The post...
Under the Biden administration the US continued escalating the economic and geopolitical frictions with China. At the recent G7 Summit in Carbis Bay, President Biden sought...
Infrastructure spending can be economically beneficial. But, unfortunately, the type of "spending" the Democrats are proposing will not be. We must begin our discussion with the...
In this 07-09-21 issue of "Yields Plunge Dollar Surges The Reflation Trade Unravels." Market Pulls Back As Signals Turn Yield Plunge, Dollar Surge The Reflation Trade...
This month’s upcoming release of preliminary second-quarter economic data is expected to show an impressive acceleration in growth following Q1’s strong rise in gross domestic product....
From Baumeister, Leiva-León, and Sims, “Tracking Weekly State-Level Economic Conditions”: Most studies in this literature have focused on measures of cyclical variation in real activity at...
Whether we head into hyperinflation, stagflation or recession, it is always good to be prepared for more of the same-rising commodity prices, low supply, high demand...
US second-quarter growth estimates continue to decline, but the upcoming GDP report is still expected to post a materially higher growth rate over Q1’s gain, based...
During the COVID-19 pandemic, declining consumer confidence in the economy, which continued to contract as late as November and December of 2020, played a significant role...
The federal government sent a lot of money to states to help with an anticipated COVID-related economic downturn. Turns out, states did not need that much...
Today, we are fortunate to present a guest contribution written by Paweł Skrzypczyński, economist at the National Bank of Poland. The views expressed herein are those of the...
Economic opportunities, social norms and expanding education and employment options for many women help explain why U.S. fertility has slowed in the late 20th and early...
Completing the monthly cycle, the ISM released its estimates for non-manufacturing in the US during the month of June 2021. The headline index dropped nearly four...
Persistent Inflation Threatens the Recovery "Our company has had to deal with import delays due to backlogged West Coast ports, higher domestic freight costs, and a...
The June jobs report was damn good news. The 850,000 new jobs created was at the high end of what I imagined to be possible. There...
How Has The Flood Of Information Changed Wall Street Since 1990 In a world where Wall Street admits that it increasingly gets its most precious commodity...
Fentanyl Seizures At Southern US Border Spike 4000% President Biden's border crisis has morphed into a drug crisis as Mexican cartels have taken over parts of the southern...
Payrolls for the month of June were a mixed bag, in that the payroll data was better than expected at the same time nothing else was....
CBO released an Update to its Budget and Economic Outlook, while the IMF released a mission concluding statement for its Article IV review of the United...