The Great Reconciliation Of Asset Prices In 2022 Authored by Michael Pento via PentoPort.com, The coming new year will be fraught with risk due to the...
Investors are having to deal with a whipsaw market, where huge price swings and fierce sector rotation are making it very difficult to get a sense...
Morgan Stanley: Our "Ice" Scenario Will Be Worse Than Most Expect While the message from the Fed last week was widely telegraphed even if it was...
Dollar Illiquidity - The Ironic Yet Ignored Spark For The Next Crisis Authored by Matthew Piepenburg via GoldSwitzerland.com, In October of 2019, I began writing/warning of...
Turbo-Taper Sends Stocks & Bond Yields Lower On The Week The Fed's hawkish statement and Powell's modest 'good cop' effort left rate-hike odds all higher on...
Stocks, Yields Tumble As Quad-Witching Fears Add To Broader Market Slide US futures tumbled after hitting an all time high less than 24 hour ago, as...
The Fed Just Started The Countdown To The Next Recession: Here's When It Will Strike There is an old chart from Bank of America that shows...
A Puzzled Wall Street Reacts To Powell, And The Market's Furious Melt Up Heading into today's FOMC, consensus was clear: anything more than 2 rates hikes...
US stocks turned positive after the Fed doubled the pace of tapering and forecasted three rate hikes in 2022 and another three increases in 2023. Financial...
That was fast. Just yesterday I said watch out for when the oil curve flips from backwardation to contango. When it does, that’s not a good...
Stocks, Bond, & Commodities Crumble As Dollar Rips Ahead Of Fed More ominous Omicron headlines from Europe hit futures overnight and then a hotter than expected...
As in the 1940s and ’70s, poor economic policy is driving rampant inflation and compelling investors to move wealth from cash to bitcoin.
Futures Reverse Lower As Fed Meeting Looms US stock futures fell on Tuesday, reversing an earlier gain, as traders prepared for this year’s barrage of final central...
I’m not much for writing, so I’m sure nothing of a song-writer. While that may be the case, what I do know is that two of...
SocGen Is Telling Its Nervous Clients "Don't Leave The Party Yet" - Here's Why A surge in cross-asset volatility over the past two weeks has left...
An iffy market environment with hints of pessimismOver the 20 years we've been publishing here, we've had the good fortune to test thousands of strategies. There...
Stocks Soar On Optimism Omicron Is A Dud As Traders Focus On Growing China Stimulus U.S. index futures rallied, led by gains for Nasdaq 100 contracts,...
Equity markets jump as Omicron jitters ease Another day, another directional move by markets on whatever the latest omicron headline is. Following on from yesterday’s indicative...
The Euro$ curve inversion of 2018 wasn’t an isolated case by any means. Along with all the other “bond market” stuff, these together had been a...
Marco Del Negro is the director of the Federal Reserve Bank of New York’s new research center, AMEC, which stands for the Applied Macroeconomics and Econometrics...
Futures Rebound From Friday Rout As Omicron Fears Ease S&P futures and European stocks rebounded from Friday’s selloff while Asian shares fell, as investors took comfort...
Light yellow line is the 10-year Government of Canada bond yield, orange line is the 2-year bond yield: Over the past week, Omicron fears have triggered...
With Inflation Emerging As Biden's Biggest Nightmare, One Strategist Counters: "Inflation, Like Greed, Is Good" Now that inflation is up from 1.4% to 6.2%, and even...
November Payrolls Huge Miss: Just 210K Jobs Added, But Unemployment Rate Tumbles With the median Wall Street economist expectation of a 550K print, just slightly above...
Futures Flat Ahead Of Taper Accelerating Payrolls U.S. equity futures are flat, rebounding from an overnight slide following news that 5 "mild" Omicron cases were found...
Futures Rebound Fizzles On Slowing iPhone Demand, Omicron Fears U.S. index futures regained some ground alongside Asian markets while European stocks slumped to session lows in...
Omicrout The market peaked intraday just ahead of Powell and Yellen's hearing as it became clear that the Fed Chair was not going to walk-back his...
Futures Surge After Powell-Driven Rout Proves To Be "Transitory" Heading into yesterday's painful close to one of the ugliest months since March 2020, which saw a...
If markets seem a bit on edge, I guess omicron seems a good reason if for no other reason than we don’t know much about it....
Powell Sparks Taper Tantrum, Bonds Scream Policy Error TL;DR... Powell broke the market — zerohedge (@zerohedge) November 30, 2021 Equity investors got a double dose of...