The season finale of the Trump administration provided more twists and turns than anything Shonda Rhimes has created. The Georgia Senate races shocked America as Democrats...
FOMC Minutes Show Fed Discussing 2013-Like Taper To Bond-Purchases Two days after Atlanta Fed President Raphael Bostic says the central bank might taper its bond purchases later this...
Rates Are Blowing Out: A 1% Increase In 10Y Yields Will Slash P/E Multiples By 18% As Bloomberg macro technician William Maloney writes this morning, after...
Equity markets have started the New Year hesitantly. The base case that the pandemic’s end is in sight, with life more or less back to normal...
FOMC Minutes Preview Submitted by NewSquawk Preview: FOMC December meeting minutes due 6th January at 19:00GMT/14:00EST MEETING RECAP: The FOMC held the FFR target between 0.00-0.25%....
The world’s reserve currency has been weakening since May and recent trending behavior suggests the slide has room to run and so it’s time for a...
Treasury Yields, Bitcoin And Small Caps Soar; Tech And Dollar Tumble On Possible Georgia Blue Sweep Bond yields, bitcoin and small cap stocks surged while tech...
Breakevens Soar To 2-Year High As Inflation Expectations Spike, Real Rates Crater The breatheless rally in the 10Y Breakeven rate since the March lockdown lows has...
"Risk-On" Or "Risk-Off" - In 2020, It Didn't Matter!? Authored by John Authers via Bloomberg.com, Fortune favors the bold. And blessed are the meek for they...
Ten Remarkable Financial Events Of 2020 Authored by Peter Earle via The American Institute for Economic Research, The past year has been one full of superlatives:...
It was late on a Tuesday night, in the middle of last week, Christmas week of all weeks, with most people already checked out. Having finally...
Today, we expect total home sales for 2020 to be over 6.2 million, my number for an outperforming market. With more disaster relief, two vaccines being...
The Japanese yen is flat in the Monday session. Currently, USD/JPY is trading at 103.61, down 0.04% on the day. BOJ to conduct policy review The...
Saxo: Equity Trends In 2020 & What To Expect Next Year Authored by Peter Garnry, Head of Equity Strategy at Saxo Bank, Summary: This year has...
Futures Crater On Mutant Virus Panic, Energy Tumbles On UK Quarantine Tyler Durden Mon, 12/21/2020 - 07:41 Between the fiscal stimulus deal agreed over the weekend,...
It was another difficult week for the greenback, which moved lower against all the major currencies. The Scandis led it, helped by risk-on appetites and Norway's...
Fed Allows Banks To Restart Buybacks After 2nd Stress Test
Why Albert Edwards Is Starting To Panic About Soaring Food Prices Tyler Durden Thu, 12/17/2020 - 16:41 Is it time to worry about food inflation? The...
US monetary policymakers have left key interest rates in the world’s largest economy at rock-bottom levels and indicated higher policy rates are still several years away....
Oil plows higher on vaccines, inventories Crude prices have been unstoppable the last several weeks as vaccine rollouts begin, oil inventories are starting to come down,...
Fed maintains current easing measures Stock markets remain buoyed heading into the end of the week after the Fed held off on new easing measures on...
There Are Three Things That Can Kill The "Perfect Reflation Trade": Lessons From Two World Wars Tyler Durden Wed, 12/16/2020 - 21:10 By Michael Every of...
Fed Leaves All Policies Unchanged, Will Keep QE Until "Substantial Further Progress" Made Tyler Durden Wed, 12/16/2020 - 14:04 Since the last FOMC Statement on November...
The Federal Reserve is widely expected to reaffirm its ultra-dovish monetary policy in today’s FOMC meeting and the futures market continues to price the odds of...
Stock markets off to a promising start in Europe and Wall Street is poised for small gains as well as negotiations on both sides of the...
If Not Now, Then When? One Bank Makes The Case For Fed Easing Tomorrow Tyler Durden Tue, 12/15/2020 - 20:05 With stocks at record highs (prices...
Record Wall Street Euphoria Triggers First BofA "Sell Signal" Since February 2020 Tyler Durden Tue, 12/15/2020 - 13:12 At the start of December, we showed in...
By George Milling-Stanley, Head of Gold Strategy, SSGA. Despite some moderation on the volatility front post-election, the new year is looking poised to serve up more uncertainty...
Today’s news highlights the dilemma facing the Fed at this week’s meeting. This, for instance, from Bloomberg: The first Covid-19 vaccine shots were administered by U.S....
Yields of sovereign developed market debt have fallen to record lows in 2020. Daniel Morris, chief market strategist, and Olivier De Larouzière (OL), head of multi-strategy...