- by New Deal democratSome - very relative - good news in unemployment claims this week. It looks like the recent increase in new claims has...
Small-capitalization shares are having a good year. It’s only mid-February, but year-to-date results continue to show a strong performance edge in favor of smaller stocks
The coronavirus crisis worsens the situation for banks after a complicated decade due to central bank policies and other crises.
Will The US Have A Recession Ever Again? Earlier this week, Deutsche Bank's credit strategist Jim Reid suggested that the Covid recession might persuade policymakers that...
Equity investors, quite rightly, remain resolutely focused on the positive, medium-term outlook for corporate profits rather than the near-term economic challenges. In our view, the economic...
Kolanovic: A New Commodity Supercycle Has Begun Having dabbled in the fields of viral epidemiology and presidential polling, JPM quant Marko Kolanovic is set to conquer...
Will The Fed's "Feelgood" Medicine Cause An Economic Collapse? Authored by Barry Brownstein via The American Institute for Economic Research, Dr. Max Jacobson became known as...
Japan is just the name of a group of large islands on the far side of the Pacific from the United States. For most people, there’s...
Dan Loeb’s letter to Third Point investors for the fourth quarter ended December 2020, discussing that the Reddit bubble is no different than the Tulip mania....
The New Zealand dollar has reversed directions on Wednesday. Currently, NZD/USD is trading at 0.7219, down o.28% on the day. New Zealand can consider itself very...
The end of the pandemic’s acute phase, or something genuinely close to it, will arrive when so-called herd immunity is reached....but when will that be?
First Eagle Investment Management’s market overview for the fourth quarter ended December 2020, discussing gold as a potential hedge. Q4 2020 hedge fund letters, conferences and...
- by New Deal democratSeasonally adjusted consumer prices rose 0.3% in January. As a result, over the past several months there has been a slight uptick...
McIntyre Partnerships commentary for the fourth quarter ended December 2020, discussing discussing their new positions in Marcus Corp (NYSE:MCS) and Corporacion America Airports SA (NYSE:CAAP). Q4...
$250BN Fund Manager Fears "Fed Will Go On Feeding The Beast" Until Dollar Loses Reserve Status Authored by Tad Rivelle, CIO of TCW Investments, Upon his...
- by New Deal democratThis morning’s JOLTS report for December confirmed a jobs market recovery that has paused due to the increasing effects of the out...
President Joe Biden capped his first week in office at the end of January with a sweeping set of executive actions on climate change, tackling issues...
There are many reasons to like hotel real estate as an investment; however, with the COVID-19 pandemic raging and the resulting devastation inflicted on travel and...
The New Zealand dollar is almost unchanged in Tuesday trade. Currently, NZD/USD is trading at 0.7228, up o.08% on the day. New Zealand Inflation Expectations accelerates...
The Treasury market’s implied inflation forecast continues to rise, but the source of this reflationary trend is born of a growing divergence between nominal and real...
Will Surging 10Y Yields Crash Stocks: A Q&A From Goldman Gradually over the past few weeks, as yields have risen, TINA has mutated into TIAN -...
A recession is a period marked by a decline in the overall economic activity. Generally, a country is said to be facing a recession if its...
After the first three weeks of January, the MSCI AC World index in US dollar terms had posted gains of 3.6%. In the last week, global...
Horos Asset Management commentary for the fourth quarter ended December 31, 2020 discussing an approach to the Austrian Business Cycle Theory. Q4 2020 hedge fund letters,...
That Mystical Monetary Theory Authored by Joakim Book via The American Institute for Economic Research, MMT, or Modern Monetary Theory, is on everyone’s lips – and...
Dollar Rises After Yellen Warns "Job Market Is Stalling" In Defense Of Biden Stimulus After Summers Slam The USDollar rose in early Asian trading against most...
Dollar Rises After Yellen Warns "Job Market Is Stalling" In Defense Of Biden's Massive Stimulus The USDollar rose in early Asian trading against most G-20 peers...
When (Or If) Comes The Pushback? Authored by Victor Davis Hanson via AMGreatness.com, The corruption of the Renaissance Church prompted the Reformation, which in turn sparked...
The good news, such that it might be, is that the BLS - using data from the Census Bureau - believes that the American population is...
The official unemployment rate was 6.3% in January—matching the maximum unemployment rate of the early 2000s downturn—and the official number of unemployed workers was 10.1 million,...