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...
September Siesta By Philip Marey, Senior US Strategist at Rabobank In the US House of Representatives, Republicans can’t seem to agree...
Is This Time Different - Unpacking Bond Yields Authored by Michael Lebowitz via RealInvestmentAdvice.com, In Our Elevator Pitch For Bonds,...
- by New Deal democratMy fellow forecaster Bob Dieli has a measure he calls “DeltaDelta,” basically an average of the YoY% change in the stock...
It seems like ages ago that the US government flirted with a shutdown, but it was only this past spring when Washington danced on the precipice....
In Our Elevator Pitch For Bonds, we ask, "is this time different." Our view of the attractiveness of bonds can be honed into an elevator pitch....
Five top reasons to buy stocks are validated frequently in my work life. I use those five top reasons to buy stocks about once a month...
While the UAW strike continues, and the debate on how much it matters in the scheme of things rages on, other wage trends are emerging.Amazon (AZMN)...
WTI Holds Gains After API Reports Bigger-Than-Expected Crude Draw Oil prices ended unchanged today as early Azerbaijan angst sent WTI above...
Deliberately Distorting Data To Downplay Devastation Of Bidenomics Authored by E.J.Antoni via The Epoch Times, Jared Bernstein has once...
The recession’s start is further delayed as forecasted growth continues. FT article and survey results: q4/q4 growth at 2% [1.3%, 2.5% 90%ile range]....
BOC’s three-month moving average surged by a full point to 4.5% Odd’s for the October 25th BOC policy meeting jumped to 50.5% vs 25.1% yesterday The...
Final Fed Hike Will Be Stock Rally's Last Gasp Authored by Simon White, Bloomberg macro strategist, Looser financial conditions lie ahead...
The show is being rebroadcast for a new generation and is more educational and political than it might have first appeared.
UK inflation expected to rise Fed widely expected to pause rate increases The British pound is trading quietly on Tuesday. In the European session, GBP/USD...
- by New Deal democratWith the relative fading of manufacturing in importance to the US economy, the leading construction sector has assumed even greater...
The government’s third quarter economic report appears to be on track to report that US output accelerated to 3%-plus, based on the median estimate via...
Bullish tone dissipated last Friday, 15 September ex-post Arm’s IPO spectacularly first-day positive performance as the Nasdaq 100 had a weekly close...
How many of you have heard me say that commodities are inherently volatile?Clearly, from this chart, you can see that after the oil rally in the...
New Zealand Services PMI declines US manufacturing data climbs, consumer sentiment falls The New Zealand dollar has started the week in positive territory....
Bloomberg Survey: Chance of a recession happening over the next 12 months is 45% Canadian swaps pricing in 27.6% chance of a rate hike at October...
The Coming Collapse Of The Global Ponzi Scheme Authored by George Ford Smith via The Mises Instititute, It won’t be long before governments...
The Oil Price Shock Is A Direct Consequence Of Interventionism Authored by Jonathan Lacalle, Oil prices are soaring, and, as always, we read...
- by New Deal democratLast week, with its usual very big lag, median household income was reported by the Census Bureau for 2022. If, given big...
It’s been a strong year for American equities. Although US shares have been trading in a tight range recently, the market is holding on to the...
Overview: With many central bank meetings in the days ahead, the dollar has begun the new week on a quietly and mostly in tight ranges, helped by...
American Manufacturing Is Coming Back... So Are Strikes By Rachel Premack of FreightWaves President Joe Biden’s $9.2 billion electric vehicle...
In this week’s video insight, I review the question of whether a recession is imminent. There has been no shortage of talks of a recession lately,...
10 Red Flags Warn Of Looming Recession Authored by Al Lewis via TheMessenger.com, Economists have practically sounded the all-clear on...