60% Of US Population Growth Since The Pandemic Is Age 65+ Authored by Mike Shedlock via MishTalk.com, Here are some interesting demographic...
Sidney Homer's Odyssey By Michael Every of Rabobank Bonds were battered again yesterday, the US 10-year closing up 10bps at 4.53%, a new...
Amid the challenges China’s property market faces, which we described in the first part of this two-part series, the sector remains in need of further...
Key Events This Week: GDP Revised Lower; PCE And Durables On Deck This week one of the main highlights will take markets through what DB's...
FOCUS ON: Eurozone inflation report prepares to offer a signal to the markets. Reports this week focus on the underlying condition of the... Read More... The...
Reader Steven Kopits, who as recently as a couple weeks ago argued strenuously that a recession occurred in 2022H1, writes of the Economic Policy Uncertainty...
Over the past few years, consumer sentiment has increasingly run far below the level predicted by models based on economic data. The Economist illustrates...
The retailers' plans should lead to a happy holiday season for more people.
The key reports this week are August New Home sales, the third estimate of Q2 GDP, Personal Income and Outlays for August, and Case-Shiller house prices...
The most important outcome of the last week's flurry of central bank meetings was the median forecast of Fed officials for 50 bp less in cuts...
Governments Start Calling For Price Controls, Rationing & CBDCs Come Next Authored by Brandon Smith via Alt-Market.us, Last month in...
From the Philly Fed: The Federal Reserve Bank of Philadelphia has released the coincident indexes for the 50 states for August 2023. Over the past three...
Has The Fed F**ked Up? By Russell Clark of the Capital Flows and Asset Markets substack Has the Federal Reserve fucked up? Markets were...
Government Shutdown Could Push Unemployment To 4%, Triggering Recession Start Signal According to Bloomberg chief economist Anna Wong, online...
"That 70s Show" Authored by Lance Roberts via RealInvestmentAdvice.com, The hit TV series “That 70s Show” aired from 1998 to 2006 and...
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...
The hit TV series "That 70s Show" aired from 1998 to 2006 and focused on six teenage friends living in Wisconsin in the late 70s. The...
Banks At Risk From Positive Stock-Bond Correlation Authored by Simon White, Bloomberg macro strategist, Banks are exposed to bond prices...
The Permanent Strikes Continue: GM Joins Ford, Stellantis With Mass Layoffs As Result Of UAW Action As the ill effects of the ongoing UAW...
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 democratFor the last few weeks, I have been highlighting that there is likely some unresolved post-pandemic seasonality in the initial...
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...
Overview: The Federal Reserve's hawkish hold, which included 50 bp less of cuts next year than it had signaled in June, has lifted the dollar against...
Wall Street Reacts To The Fed's "Confused" 2024 Hawkish Shock In our FOMC preview, we said that the only thing that will matter today was...
Fed kept rates steady; target range remained at 5.25%-5.50% (as expected) Dot plots showed 12 of 19 expected policymakers (12 also called for one more...
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,...
Quick Take The present overview of global economics reflects a complex landscape of central banking decisions and policies, largely centered around inflation...
The 2024 Dots Take Center Stage By Ven Ram, Bloomberg Markets Live reporter and cross-asset strategist Both front- and back-end Treasury...
- by New Deal democratMy fellow forecaster Bob Dieli has a measure he calls “DeltaDelta,” basically an average of the YoY% change in the stock...
Dot Plot To Show Fed Pushing Back On 2024 Pricing By Ven Ram, Bloomberg Markets Live author and cross-asset strategist. The Federal Reserve’s...