In our 2021 investment outlook, we seek to help investors navigate the next phases of the pandemic, its legacy, and the ensuing economic recovery. We also...
Despite the surge in coronavirus cases across the U.S., the negotiations for the second stimulus package remain in limbo. Congress was on leave for most of...
France Sees COVID Cases Fall To 7-Week Low; Global Deaths Near 1.5 Million: Live Updates Tyler Durden Mon, 11/30/2020 - 09:55 Summary: Moderna sends in emergency...
Perhaps the best stock market insights you can find is JPMorgans guide to markets because it has beautiful intelligence on short term data that function as...
Fixed income ETF specialist Tabula Investment Management has issued a warning to investors over the dual threats of lower year-end liquidity in bond markets and rising...
On Saturday morning, a good friend forwarded the long-form article by Andy Mukherjee on his giving up hope on India of catching up with China, ever....
U.S. markets may only have been open for trading three-and-a-half days this week; however, investors celebrated the Thanksgiving holiday by pushing stock prices to record highs....
U.S. And German Yields Will Bear Brunt Of Lockdowns Tyler Durden Sat, 11/28/2020 - 10:30 By Richard Jones, macro commentator at Bloomberg Increased pandemic restrictions will...
In this issue of "Market Risk Elevated Heading Into Distribution Season." Stuck Near All-Time Highs More Signs Of Market Risk Portfolio Positioning Update MacroView: A Vaccine...
"Dark Winter" - Millions Of Americans Are Expected To Lose Their Homes Tyler Durden Fri, 11/27/2020 - 18:30 A dark covid winter is descending on the working-poor of...
The Indian rupee is weakening against its US peer at the end of the trading week, driven mostly by the continuing economic contraction and the rising number of coronavirus infections. The rupee has joined the rest of the emerging market...
Black Swans On Black Friday Tyler Durden Fri, 11/27/2020 - 13:28 Submitted by Tuomas Malinen of GnS Economics On this ’Black Friday’, it’s good to remember...
A busy end to a chaotic year December may normally be associated with everything slowing down as we ease our way into the festive period but...
Since the financial crisis in 2008, extraordinary monetary policies have been in place to prevent an ugly and debilitating decline in economic growth. Despite such policies,...
Power Is An Illusion, Control Is A Facade Tyler Durden Thu, 11/26/2020 - 23:15 Authored by Brandon Smith via Alt-Market.us, This past year in numerous countries...
Sweden Unexpectedly Expands QE By 40% Tyler Durden Thu, 11/26/2020 - 10:25 Back in 2017, Sweden made a mistake: the Governor of the Swedish Riksbank, Stefan...
Jim Bianco at Bianco Research shares his views on the great inflation debate. When it will come, how big it will be, and when the Fed...
The Chinese yuan is firming against multiple currency peers during the quiet holiday Thanksgiving trading session. The yuan has been strengthening since peaking at around 7.1 against the US dollar. It...
While global emissions are expected to be considerably lower in 2020 as a result of COVID-19, postponing the COP26 meeting has sparked concerns about a wasted...
Wall Street mixed ahead of Thanksgiving The New York session was a mixed one as markets digested the pre-Thanksgiving holiday data dump, and investors lightened bullish...
The oil market has caught a mild case of the raging disease. Not COVID, rather the purported cure for it. Vaccine-phoria has visited the energy sector...
Fed, IMF Sound Warning That More QE Could Lead To "Unintended Consequences" Tyler Durden Wed, 11/25/2020 - 15:21 Five years ago we wrote that the world’s...
Due to the Thanksgiving holiday this week, data on unemployment insurance (UI) claims—usually released on Thursdays—were released today. The data show that another 1.1 million people...
A barrage of US data confirms a mixed picture for the economy: jobless claims are rising, durable good data improves, while personal consumption is revised lower...
Oil’s upswing continues Oil prices held onto gains despite a wrath of US data that suggests the fourth quarter in the US could see a return...
Image via Bloomberg Business Week. Dow Hits 30000 In our post-election update last week, we offered our take on why the market had shrugged off the...
Two questions that most people want an answer to are whether there will be a stimulus package and if yes, how much. So far, lawmakers have...
In this edition of Charts of the Week: COVID-19 leads to a rise in food insecurity; disparities between retail companies’ profits and employees’ wages during the...
US inflation was low before the pandemic started and as the nation heads into what’s shaping up to be a rough winter of resurgent Covid-19 the...
There Were Two Americas Today As Dow Struck 30,000 Tyler Durden Tue, 11/24/2020 - 18:50 The K-shaped economic recovery, one where the rich grow richer and...