At a time when too many market participants are seemingly terrified of hyperinflation (or at
Category: economy
Recoveries And Trust Issues
Global equities were buoyant to start the final month of 2020, rebounding from an uninspired
The Biggest Worry For Everyday People Is No Obstacle For ‘Blissful’ Financial Markets
It’s probably not a stretch to suggest that outside of some unforeseen mutation in COVID-19
Wall Of ‘What, Me Worry?’
Global equities looked to take a step back Monday, in cautious trading on the last
Back To Work
The US is poised to get back to business coming off a holiday which this
America’s Economic Model Is Unsustainable. Empower The 4
You don’t have to be an economist to understand it, but as far as simple
They Used To Pull The Bull Out, And They Used To Eat It
I’ve said it before, and I’ll say it again: I love reading copy sometimes. “Hitting
50% Of Population In Major Developed Markets Will Be Vaccinated By May, Goldman Projects
Right, but when? That’s the question the whole world wants answered when it comes to
The Dark Before Dawn
There was little in the way of fresh news in the market coming off the
Italian Official Has An Idea For The ECB: Just Cancel The Bonds You Bought
In comments that are sure to rankle critics of the current policy conjuncture that finds
Christmas Bubbles
Caution crept into global markets Thursday, as investors appear suddenly reticent after a month of
If Your Income Drops, How Do You Keep Consuming?
Personal incomes fell much more than expected in October, the BEA said Wednesday. The 0.7%
Surprise! Jobless Claims Jump As Pandemic Rages Unabated
778,000 Americans filed for unemployment benefits last week, a five-week high and far more than
Manufacturing A Durable Recovery
Although Wednesday brought unwelcome news on the labor market, durable goods orders were resilient. The
Fairy Godmother
“Yellen will be in close contact with the Powell Fed to ensure that nearly all
Welcome Back
The holiday-shortened week began in predictable fashion, with equities climbing the proverbial “wall of worry”
‘Quite Literally At A Price’: Inflation Comes Roaring To Life In US PMIs
While you can expect high frequency indicators to start reflecting the various lockdown protocols instituted
Europe Heads For Double-Dip Downturn As Western World Succumbs
Surprise! The European economy looks poised to log another contraction, fresh off Q3’s rebound from
Who’s Looking Forward To ‘Normal’?
More encouraging vaccine headlines looked to bolster risk sentiment in the new week as the
Why Portfolio Managers And Executives Think Goldman’s 2021 S&P Forecast Is Too High
When Goldman asked domestic and international portfolio managers, hedge funds, sovereign wealth funds, and corporate
‘It’s A Joke’
Never a dull moment. Markets were subjected to more unnecessary drama on Friday, as investors,
Uber-Goldilocks
I guess we need to add a new term to the lexicon: “Uber Goldilocks.” You
Amid ‘Odd’ Treasury-Fed Spat, Correction Window Opens Ahead Of Assumed Year-End Melt-Up
Prepare for a possible “unclenching.” That’s one message from Nomura’s Charlie McElligott, who, in a
Authorizations During Emergencies
Pfizer and BioNTech will submit an emergency use authorization request for their jointly-developed COVID-19 vaccine
Non Sequiturs & Nonsense
I suppose I was wrong to say, on Thursday morning, that “analysts and economists are
Don’t Worry: The Housing Bubble Is Alive And Well
At least the housing bubble is intact. Existing home sales defied expectations for a decline,
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