The U.S unemployment rate stands at 3.8% and inflation is hot, but mortgage rates are falling. Lead Analyst Logan Mohtashami explains why. The post Even...
Overview: The capital and commodity markets are becoming less orderly. The scramble for dollars is pressuring the cross-currency basis swaps. Volatility...
Futures Take Cover As Commodities Go Apeshit US stock index futures were flat on Thursday as investors assessed the impact of a surge in...
Futures Rebound On Hopes Of Resuming Ukraine Negotiations, Oil Soars To Decade High U.S. futures and European stocks rose on Wednesday after...
Futures, Treasury Yields Tumble As Ukraine News Spike Risk Off Mood In a mirror image of yesterday's overnight bounce, S&P futures and...
Could Geopolitical Risk Sideline The Fed? Authored by Lance Roberts via RealInvestmentAdvice.com, “Geopolitical Risk” could well be...
"Geopolitical Risk" could well be a reason for the Fed to slow-roll tightening monetary policy in March. With Russia invading Ukraine, such would not be...
A Year Later, The Fact Fedwire Is Still There Tells Us Why Markets Have Done What They've Done Authored by Jeffrey Snider via Alhambra Investments, The...
The world seemed to have everything going for it, for once, everything coming up favorable for the first time seemingly in forever. There were vaccines,...
Nervous Markets Rebound As Ukraine Tensions Fade US equity futures - which on Tuesday tumbled into a technical correction, down 10% from January's...
A belated good morning from Jakarta where I am on day two of managed isolation and where, unfortunately, my hotel room’s internet ceased functioning...
(Due an extended business trip, this weekend’s commentary has been consolidated into one note) There are a few main themes in the driving the foreign...
Futures Flat As Traders Brace For Op-Ex Volatility, More Ukraine Headlines U.S. stock index futures staged a modest bounce on Friday, recovering...
The latest data gives no sign of respite in US inflationary pressures. Europe, too, remains exposed to inflation risk. Having completely repriced expectations...
How Much Will The Fed Hike? 40 Years Of History Shows The Brick Walls Authored by Mike Shedlock via MishTalk.com, How many hikes will the...
What’s the latest thinking in fiscal and monetary policy? The Hutchins Roundup keeps you informed of the latest research, charts, and speeches. Want...
Fed-Driven Housing Mania Sends Average Homebuyer Loan Size To Record High A new report by the Mortgage Bankers Association (MBA) caught our...
FOMC Minutes Show Fed To Rush Rate-Hikes, Leaves QT Details Up In The Air Since the Jan 26th FOMC meeting, bonds have been a bloodbath while...
Economic Stagnation Arrives As "Sugar Rush" Fades Authored by Lance Roberts via RealInvestmentAdvice.com, Economic stagnation arrives as...
Economic stagnation arrives as expected as the "Sugar Rush" of liquidity continues to fade from the system. Before we review what wrote in March 2021,...
Data published on 10 February 2022 showed the US consumer price index (CPI) rose by 7.5%, the fastest annual rise for 40 years. The increase in...
Bank of Japan Offers To Buy Unlimited 10 Year JGBs To Contain Bond Rout While Fed chair Powell may have capitulated to the relentless daily...
Bullard Bombshell & Soaring CPI Spark VaR Shock-nado, Rate-Hike Odds Explode A 40-year-high print for US CPI and bombshell comments from...
- by New Deal democratConsumer prices increased 0.6% in January, the third time in four months that it has come in over 0.5%. Energy increased 0.9%,...
Futures Paralyzed Ahead Of Critical CPI Print US index futures are unchanged from Wednesday's close after some rangebound trades in another...
This thing, this massive supply disruption is a perfect example of a positive feedback loop. It began with government (over)reaction to COVID, as noted...
US stocks traded mixed after a surprisingly strong employment report made some investors nervous the Fed will be forced to be much more aggressive with fighting...
Equity markets got out of the blocks enthusiastically as 2022 started, but had their wings clipped as it became clear that US monetary policy would be...
January Payrolls Huge Beat: 467K Jobs Added As December Revised Massively Higher; Earnings Overheating So much for all those hoping that January payrolls would be a...
US Equity Futures Tumble After Tech Rout If Google's earnings on Tuesday sent futures sharply higher yesterday, then Facebook's disastrous earnings report late on Wednesday has...