All Is Not Well In The World
All did not feel “right” in the world Thursday, despite Jerome Powell’s assurances that the
‘We Finally Have A Number’: German Economy Logs Largest Contraction In Recorded History
“Massive slump” — that’s how Germany’s Federal Statistical Office described the worst quarterly performance on
Why ‘The Tide Is Going Out On US Dollar Exceptionalism’
In “Exceptionalism Lost”, I placed recent US dollar weakness in the context of America’s failure
‘There Won’t Be Any Jobs For Them’: Powell Prods Congress, Warns On Post-Pandemic Economy
“As long as it takes”, Jerome Powell said Wednesday, describing the Fed’s commitment to deploying
Fed Reiterates Promise To Never Let You Down. Extends Dollar Swap Lines, Foreign Repo Facility
A day before the US is scheduled to unveil the details behind the worst quarterly
Sorry About Salt & Honey Catering, Olivia. But Rest Easy, Because Corporate America Will Be Fine
“Most borrowers have now used their entire loan”, the National Federation of Independent Business said
What Happens To The Housing ‘Boom’ If There’s Another Round Of Layoffs?
Somebody get Larry Kudlow on the line — we need to reiterate the “boom” narrative
Your Dental Hygienist Could Be Driving Gold’s ‘Parabolic’ Rally
Late last week, I not-so-gently suggested that gold was in “mania mode”. That wasn’t an
Something Consequential
Fed decisions and post-meeting press conferences have a way of turning out anticlimactic. Or maybe
Nice Floor You Got There
Markets are generally resilient in the face of a few lackluster earnings reports and a
Deutsche’s Kocic: It’s ‘As If The Market Doesn’t See Any Bounds’ For Monetary Policy Support
Are there limits to central banks’ capacity to “administer” asset prices and otherwise engineer benign
Marko Kolanovic On How To Hedge A ‘Triple-Whammy’ To Multi-Asset Portfolios
For a decade (at least) investors have been afforded the opportunity to “have their cake
Surprise! Consumer Confidence Is Coming Unglued
Color me not (at all) surprised. Consumer confidence deteriorated in July, The Conference Board said
The Dangers Of Deficit Dogmatism And The Courting Of Disaster
What do we know now that we didn’t know coming into this week? Not much,
This Simple Point ‘Gives The Whole Game Away’ In Gold (And Bitcoin)
For years, I have implored cryptocurrency advocates to take a step back and reflect on
Gold Gets Jittery After Historic Run As Goldman Says World Searching For ‘New Reserve Currency’
Gold traded in a $75 range Tuesday as a furious rally bumps up against profit
Objects In Motion
An object in motion tends to stay in motion, which is why the dollar continued
How About $200 And A Get Well Soon Card?
“Time is running out”, Nancy Pelosi said Monday, in a statement as more specifics of
Grab The Hydroxychloroquine (The Robert O’Brien Problem)
In a testament to the precarious state of America’s coronavirus outbreak, National Security Advisor Robert O’Brien
Exceptionalism Lost
The US is poised to fall behind as the world looks to recover from the
Meanwhile, In Texas, Executives Grapple With Fallout From Virus Spike
Late last month, when the Dallas Fed beat expectations for June, market participants immediately noted
Golden Opportunities
You might be inclined to call Monday’s headlines “inauspicious” given they were dominated early by
If A Tree Falls In The Forest
There’s no shortage of drama, but the lazy summer lull means the market’s reaction to
Ray Dalio And Maria Bartiromo Worry About ‘The Soundness Of Our Money’
“If you say by law ‘Don’t invest in China,’ or even possibly withholding the payment
Steve Mnuchin, Savior Of The Everyman (And Larry Kudlow’s ‘Boom’ Times)
For the second time in six months, Steve Mnuchin is emerging as lower- and middle-income
Fate Of FAAMG Rally Hangs In Balance As America Set To Witness Worst-Ever GDP Report
In just a few days, America will be served the worst quarterly GDP print in
Fed Confronts Recovery At Crossroads, While Critics Zero In On Epic Main Street-Wall Street Disconnect
In addition to the first look at second quarter GDP, which will betray the most
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