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...
VIX – The Calm Before The Storm Via SchiffGold.com, The VIX, often referred to as ‘Wall Street’s fear gauge,‘ is currently portraying...
Futures Slide Dragged by Tech Giants Ahead Of Fed Decision US equity futures slumped after earnings from tech giants GOOGL, MSFT and AMD...
Nick Rowe’s article on Milton Friedman’s Thermostat has popped up in online conversation. For those of you unfamiliar with it, it is about inferring statistical relationships...
The financial commentariat first started to worry about recession in April of 2022 when the spread between the 10-year Treasury rate and the 2-year Treasury...
No one loves a good bull market more than me. History tells us that we want remain mostly on the side of the bulls. Perma-bears have...
Earlier I posted some questions on my blog for this year: Ten Economic Questions for 2024. Some of those questions concerned real estate (inventory, house prices,...
Futures Fall As Tech-Led Rally Fizzles, Yields And Oil Rebound US stock futures dropped amid a risk-off tone as Monday's tech-fueled bounce...
There is a mighty sea change underway within the broader income generation space for investors seeking to lock in yield as the bond market anticipates...
The biotech industry experienced a challenging year in 2023 due to a rising 10-year Treasury yield.In 2024, the 10-year yield should favorably support...
With 2023 drawing to a close and the U.S. stocks up over 20% year-to-date, many investors are wondering whether this year’s market momentum will continue...
Dave Collum's 2023 Year In Review: Down Some Dark Rabbit Holes, Part 1 Authored by David B. Collum, Betty R. Miller Professor of Chemistry...
Biotech stocks, long burdened by concerns over rising yields, are poised for improvement as the 10-year yield may have peaked, signaling a potential upswing...
Biden Is Using The Term Bidenomics Again, What Else Can He Do? Authored by Mike Shedlock via MishTalk.com, Biden abandoned the term Bidenomics...
It’s at least conceivable that gross output is a leading indicator of the economy.” — Peter Coy, Economics Editor, NY Times One of the highlights...
Why Traders Are Refusing To Give Up On The Idea Of A March Fed Rate-Cut Authored by Ven Ram, Bloomberg cross-asset strategist, Despite pushback...
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...
For the past six weeks, the market rally has lifted almost all sectors out of some very bearish downtrends, the financials being one of them. While...
I previously discussed a slate of recessionary indicators with high correlations to recessionary onsets. However, as we head into 2024, many Wall Street...
Democrats should start worrying about the level of debt and the increasing deficit. I previously discussed this issue when President Obama held the White...
A recent warning by YahooFinance warns investors to sell their cash and buy bonds and stocks now as the Fed pauses. To wit: "Get out of...
What is the "wealth effect," and why is it important? It is a great question and reminded me of "A Funny Thing Happened on the Way...
Back in July, I wrote about the historically large gap between large and small-cap companies, noting that the extremely narrow rally in the largest technology...
As Recession Noise Grows, Recession Signal Is Fading Authored by Simon White, Bloomberg macro strategist, The clamor for a US recession has...
Bullion & Black Gold Breakdown As Loosening Financial Conditions Foil Fed's Plan As earnings season winds down and macro catalysts are...
Futures Flat Ahead Of Closely Watched Powell Speech US equity futures are flat following a torrid 7-day rally, the longest since 2021, and...
The following headline from a July 2020 CNBC article is stunning: Here's why economists don't expect trillions of dollars in economic stimulus to create...
Futures Extend Last Week's Blockbuster Rally As Oil, Yields Rise US equity futures extended gains after last week’s blockbuster rally, the...
The Bureau of Labor Statistic (BLS) released new jobs data on Friday. According to the report, seasonally adjusted total nonfarm jobs rose 150,000 jobs in...
https://bondvigilantes.com/wp-content/uploads/2023/11/1-tokyo-drifting-away-the-bojs-struggle-to-bring-flows-home-1024x576.pngThere has been endless talk...