The topics covered on Liberty Street Economics in 2023 hit many themes, reflecting the range of research interests of the more than sixty staff economists...
In the past 23 years, the U.S. has produced one budget surplus (fiscal 2001) and 22 budget deficits. The past four budget deficits, from fiscal 2020...
Tech stocks are back in the driver's seat as markets look to another round of the Fed chairman's comments and a jobs report to extend recent...
The only thing that can said with high confidence about the year ahead is that it will be different from 2023. Three broad forces will shape...
The Christmas Gift That Keeps On Taking Authored by Michael Maharrey via SchiffGold.com, Two days before Christmas in 1923, Woodrow Wilson...
The topics covered on Liberty Street Economics in 2023 hit many themes, reflecting the range of research interests of the more than sixty staff economists...
Fed Chair Jerome Powell bristles at talk of managing climate change, but the damage it is doing the US economy is hard to ignore, as the...
Six Scary Charts – Happy Halloween From Bond Vigilantes! Authored by Andrew Eve via BondVigilantes.com, It’s Halloween again and time...
https://bondvigilantes.com/wp-content/uploads/2023/10/1-six-scary-charts-happy-halloween-1024x576.pngIt’s Halloween again and time for the Bond Vigilantes’...
Time To Think 'Quadrillions', As There's 'Zero Fiscal Restraint' In D.C. Submitted by QTR's Fringe Finance This past week I had the pleasure...
In August 2021, Bill Ackman shorted U.S. Treasury Bonds… hard. This week, he closed that position. While we don’t know exactly how much he made, it’s...
Bitcoin faces a watershed moment thanks to an inflammatory cocktail of inflation spurred by war — and a $1-million BTC price is still possible, the...
This "Unprecedented" Fiscal Doom Loop Is Getting Worse Submitted by QTR's Fringe Finance Friend of Fringe Finance Lawrence Lepard released...
Are The Chinese Selling Dollars To Buy Gold? Authored by Michael Maharrey via SchiffGold.com, Are the Chinese selling US dollar-denominated...
China Kicks Fiscal Stimulus Into Overdrive With Deficit-Busting 1 Trillion Yuan In New Debt In a fiscal year when the US just raked up a $2...
China Kicks Fiscal Stimulus Into Overdrive With Deficit-Busting 1 Trillion Yuan In New Debt In a fiscal year when the US just raked up a $2...
Treasury yield levels are overwhelmingly a function of inflation. However, in the short run, a plethora of influences can explain deviations between yields...
In this week’s video insight, I’ll be discussing the pleasing performance of both the Montgomery Small Companies Fund and the Aura High Yield SME Fund...
Futures Slide As 10Y Yields Spike Back Over 4.80% US index futures slid and global markets dropped as yields rose to session highs as complacent...
Geopolitical Risks May Accelerate A Debt Crisis Authored by Daniel Lacalle, Many investors are warning of the risk of a debt crisis, but governments...
A lot has happened in financial markets in the last quarter. Without any further ado, let's look at the changes and major developments in the charts.
No One Seems to Want U.S. Treasury Bonds. Does This Sound Familiar?The slightly-hotter-than-predicted PPI and CPI numbers certainly put a temporary damper...
Guns For Hire: America’s Crisis State Goes Global Authored by John & Nisha Whitehead via The Rutherford Institute, “Political...
Billionaire investor Paul Tudor Jones says he is bearish on U.S. stocks, and bullish on Bitcoin and gold. Investing legend Paul Tudor...
Canada’s main stock index gained more ground on Wednesday, as the potential of lower bond yields helped moved markets higher The post @ the Bell: TSX...
Investors Alley Higher Rates Are Here to Stay—or Are They? Volatility has ruled the stock market since the 2021 bull market ended at the start of...
The economy is refusing to go down. If the trend continues, cryptocurrency prices are going to start rising — especially with Bitcoin's halving. ...
Canada’s main stock index rose more than 1.3 per cent on Tuesday as Treasury yields stepped back upon pacifistic comments from the Fed. The post @...
Canada’s main stock index rose more than 1.3 per cent on Tuesday as Treasury yields stepped back upon pacifistic comments from the Fed. The post @...
Bond Valuations Are Cheap Authored by Lance Roberts via RealInvestmentAdvice.com, Bond valuations are cheap. Psychology in markets is always...