BofA Reports Solid Q4 Earnings, Beats FICC Even As Credit Loss Provisions Soars Above $1 Billion While traditionally it is JPMorgan that is...
Jeff Gundlach Live Webcast: "What's Going On?" It's that time again when DoubleLine CEO Jeff Gundlach lays out his vision for the full year,...
US This week’s main event will be when a little inflation report comes out. The US CPI report for December is expected to show disinflation trends...
Futures Flat Ahead Of Closely Watched Jobs Report US equity futures struggled to maintain gains on Friday as traders awaited the December...
The World In 2023: What Is Priced In? Authored by Dario Perkins via TS Lombard, Bonds and equities appear to be priced for a soft-ish landing...
'Worst Year Ever' For Stocks & Bonds - Global Inflation Fight Bursts 'Everything Bubble' Before we get to the big picture on the month,...
Morgan Stanley's Top 10 Surprises For 2023 As Morgan Stanley rates strategist Matthew Hornbach writes in his final note of the year, "a year...
Futures Slide On Final Trading Day Of 2022 US equity-index futures slumped on Friday, tracking European stocks lower, after Wall Street’s...
Dave Collum's 2022 Year In Review, Part 1: All Roads Lead To Ukraine Authored by David B. Collum, Betty R. Miller Professor of Chemistry and...
It's Wholesale Robbery Of The American People Authored by Jeffrey Tucker via DailyReckoning.com, The latest inflation news was glorious,...
Futures Rise For A Second Day As Volumes Plummet US stocks were set to rise for a second straight day on Wednesday with risk appetite staging...
Futures Rebound From Post BOJ Shock As Dollar Tumbles After last week's CPI and FOMC decision, it was supposed to be smooth sailing into the...
The Top 10 Themes Of 2023: Part 2 Late last week, the team of DB's Jim Reid published its thematic outlook report laying out what they...
************************************* Hi, Grant Linhares here, the Trading Services Director for Mark Skousen. I just have a quick reminder that you are...
Often, boaters take the warning blow of a foghorn for granted and disregard it. However, all skippers seem to pay attention when they hear the scraping...
In a recent blog, we outlined the views of Goldman Sachs strategists on the Australian economic outlook, and the implications for investors. In this blog,...
Economist Nouriel Roubini believes the world economy is lurching toward an unprecedented confluence of economic, financial, and debt crises, following...
What’s the latest thinking in fiscal and monetary policy? The Hutchins Roundup keeps you informed of the latest research, charts, and speeches. Want...
The housing market in most developed countries as soaring interest rates push mortgage rates to multi-year highs. At the same time, the yield curve inversion...
The recession callers were back in the first half of 2022, and some like ARK's Cathie Wood and Home Depot's Ken Langone claimed the US was...
Humans After All By Stefan Koopman, Rabobank Senior Macro Strategist Even though it would have been tempting to have a lie-in this morning...
Olga and Hugo review their predictions and explore what surprised them in 2022, focusing on gross domestic product (GDP), interest rates, earnings growth,...
By now, most investors have heard and come to understand how the yield curve for the bond market is inverted — where the two-year Treasury Note...
US Futures Drop As Chinese Stocks Soar On Reopening Optimism US stock futures fell on Monday as investors weighed the outlook for economic...
Total employed workers fell for the second month in a row in November, dropping nearly 400,000 workers below the pre-pandemic peak in February 2020. According...
Determining whether we are in a risk-on or risk-off climate is challenging, especially after a fantastic day of gains in every major US index.We should...
Futures Rise As China Reopening Hopes Return And just like that, sentiment has turned on a dime... or rather a yuan. One day after global...
After Years Of "Stimulus" Come Surging Debt & Falling Wages Authored by Ryan McMaken via The Mises Institute, As interest rates rise...
Futures Reverse Losses, Hit Session HIghs Alongside Oil Despite China Covid Curbs After trading in the red for much of the overnight session,...
Read or listen to any financial media outlet and you're likely to hear the words "inverted yield curve." What does that mean and, more importantly, what...