Or, why I still think a recession is possible at 2024H1. The BIS has just released debt-service ratios for 2023Q1. Using this variable, and term spread...
US It will be a busy week filled with a wide range of economic releases, with the focus falling on the consumer and the Fed’s preferred...
This post presents an update of the economic forecasts generated by the Federal Reserve Bank of New York’s dynamic stochastic general equilibrium (DSGE)...
Quantitative Tightening Is Not Biggest Threat To Global Yields Authored by Simon White, Bloomberg macro strategist, The Bank of England’s...
Diamond Prices Are Crashing, Forcing Russian Mining Giant To Halt Sales A surge in lab-grown diamonds flooding the market, coupled with a...
Auto workers delivered a stern reply to the automaker's claims about wages.
A manager with nearly 20 years of experience shares his best idea right now.
With forecasters failing to predict the acceleration of inflation from 2021, and its subsequent persistence, it is unsurprising that the U.S. ten-year...
Banks At Risk From Positive Stock-Bond Correlation Authored by Simon White, Bloomberg macro strategist, Banks are exposed to bond prices...
Fed Talk & Dot Plots: There's A Big Difference Between Saying And Doing Authored by Michael Maharrey via SchiffGold.com, The Federal...
Six Reasons Why Corporate Profits Will Fall 50% Authored by Charles Hugh Smith via OfTwoMinds blog, Should stock valuations track this same...
Fed's Dots Imply Highest Treasury Yields Since 2000 By Ven Ram, Bloomberg Markets Live reporter and cross-asset strategist The resounding...
- by New Deal democratThe drastic bifurcation between the new and existing home markets continues. Existing home sales fell to 4.04 million annualized...
Bank of England maintains interest rates Federal Reserve sends ‘higher for longer’ message The British pound has posted losses on Thursday. In the...
News of a soft landing may be premature.
SNB surprises and holds interest rates Fed delivers a ‘hawkish hold’ The Swiss franc has fallen sharply on Thursday. In the European session, USD/CHF...
The Hard-Asset Inflation / Paper-Asset Deflation Theory Authored by Bruce Wilds via Advancing Time, All fiat currencies are no more than...
BOE Surprises Markets By Keeping Rates Unchanged For The First Time In Two Years One day after the Fed kept rates unchanged in what multiple...
Fixed-income investors looking for interest-rate cuts from the Federal Reserve are still waiting, but that hasn’t stopped low-rated bonds from posting...
The Fed wants the American public to believe they’re working for a freer, fairer market… … and that their goals are lofty and noble. In reality,...
News of a soft landing may be premature.
We are so excited that StockCharts.com is now offering you our ACP plugins, we had to write about it for today's Daily, especially since you can...
The automaking giant is talking tough about worker wages.
The media have been giving considerable attention to the national debt in the last year or so. They have some cause, it has been rising rapidly,...
Peter Schiff: The Inflation War Is Over; Inflation Won! Via SchiffGold.com, After the August CPI data came out, Paul Krugman declared that...
WTI Holds Bounce Above $90 After Across-The-Board Inventory Draws Oil prices extended losses overnight from yesterday afternoon, but bounced...
When the world changes, opportunities to find value may present themselves. Something, whether it’s a geopolitical event or a new technology, creates...
The Issue: Inflation has fallen dramatically from its June 2022 peak of 8.9 percent on a year-over-year basis, the steepest drop on record that has not...
Is This Time Different - Unpacking Bond Yields Authored by Michael Lebowitz via RealInvestmentAdvice.com, In Our Elevator Pitch For Bonds,...
September Siesta By Philip Marey, Senior US Strategist at Rabobank In the US House of Representatives, Republicans can’t seem to agree...