“If you want to stay ahead, keep one eye on the Fed.” — Patrick Balogna (Maxims of Wall Street, p. 65) As we enter the fall...
Since the beginning of the year, economic data has continued to defy the recession calls of 2022. Therefore, it is unsurprising that economic data surprised...
iFall: Beijing Batters US Tech, Bonds & Bitcoin Bid Jobless claims at 2023 lows and an upward revision to unit labor costs both indicated...
Dollar Rally On Verge Of Coming Unstuck From Longer-Term Forces Authored by Simon White, Bloomberg macro strategist, Short-term tactical...
“If you want to stay ahead, keep one eye on the Fed.” — Patrick Balogna (Maxims of Wall Street, p. 65) As we enter the fall...
Higher-For-Longer's Day Of Reckoning Is Looming Authored by Simon White, Bloomberg macro strategist, The pressure on the Federal Reserve...
Stocks & Bonds Slammed On Stagflation Scares & Tech Tumult A rebound in prices paid in the Services sector surveys combined with hawkish...
Three Reasons Why Goldman Is Dead Wrong In Slashing Recession Odds To Just 15% Goldman's economist team, which has an abysmal prediction hit-rate,...
There were some very smart people a year ago saying that you couldn't kill inflation without a big rise in unemployment. Last October, Larry Summers -...
We appear to be witnessing a shift in the U.S. banking landscape and recent events suggest we should proceed with caution. In perhaps an echo of...
There is a sense of new divergence. Most economists, including the staff at the Federal Reserve, no longer think the US is recession-bound. Unprecedented...
Biggest Weekly Short-Squeeze Since Jan Lifts Stocks; Crude Jumps, Crypto Dumps Quite a week... sticky (or rising) inflation, mostly bad picture...
Bonds, Stocks, Commodities, & Crypto Hit In 'Hawkish' August As Dollar Soared August saw the landing narrative shift from 'soft' to 'more...
Investors Alley Lock in Today’s High Yields Before They Go Away The inverted yield curve has investors and savers focused on short-term investments like...
Markets JOLTed No-good, terrible, bad news about the US labor market (coupled with a tumble in consumer confidence and uptick in inflation...
Bonds have had one of the worst years in modern times and one of the fastest rates of interest rate rises.The good news is the market has...
The Japanese yen is trading quietly at the start of the week. In the North American session, USD/JPY is trading at 146.60, up 0.11%. The yen...
Futures Rise After Traders Digest Powell's J-Hole Nothingburger, China Market Stimmy US futures ticked up Monday in a muted session with the...
Morgan Stanley: The AI Revolution Will Lead To Lower Policy Rates First, Then Higher Ones By Seth Carpenter, Morgan Stanley Global Chief Economist The...
Global PMIs Point To Further Dollar Weakness Authored by Simon White, Bloomberg macro strategist, Despite disappointing European data released...
“China, Japan, inflation, deficits, and QT, oh my!” – The chant of bond traders watching yields creep higher. Despite the highest yields in 15...
Trading Like It's The Noughties By Bas van Geffen, CFA Senior Macro Strategist at Rabobank Global yields are heading towards a 15-year high...
Futures Rebound As Global Yields Resume Grind Higher A selloff in treasuries and global government bonds returned with a vengeance on Monday...
Rates, "Credit" And Geopolitical Inflation By Peter Tchir of Academy Securities Rates, “Credit”, and Geopolitical Inflation Rates dominated...
Stocks' Gains Should Not Be Mistaken For Confidence That There's No Recession Imminent Authored by Mark Cudmore, Bloomberg macro strategist, A...
The ECB Is Trapped Between Japan & The US Authored by Tom Luongo via Gold, Goats, 'n Guns blog, The ECB has a credibility problem. ...
10 Signs That The Mainstream Media Is Not Telling You The Truth About The Economy Authored by Michael Snyder via TheMostImportantNews.com, If...
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Prices pressures are abating, albeit gradually, while economic momentum is faltering. The data in the coming weeks will help shape expectations for rate...
Futures Rebound After BOJ YCC "Tweak" Turns Out To Be Less Hawkish Than Some Feared US equity futures reversed an earlier loss and traded...