The Policy Catalysts For Gold’s Monumental Rally
Gold’s big move is big news. It’s also a big mystery. As discussed at some
Gold’s big move is big news. It’s also a big mystery. As discussed at some
After a banner Q1 for risk assets, the second quarter was poised for a constructive
Markets heard from Wang Yi on Thursday. Wang can be a little — how should
JPMorgan’s Marko Kolanovic sees risks. Proliferating risks, not least of which is a rerun of
It’s hard to know whether, and to what extent, everyday market participants benefit from staying
There was more bad macro news out of China on Thursday. The drumbeat of despondency
It’s not working out for Xi Jinping. Not on the macro-market front, anyway. PMI data
Congratulations to Beijing. China hit its growth goal for 2023 despite Xi Jinping’s best efforts
“Wars are becoming existential, like it or not,” one opinion-section headline published on Wednesday declared.
Just two things matter for asset prices, BofA’s Michael Hartnett reminded investors, in the first
If you’re wondering whether the fiscal fiasco in Germany impacted the business outlook for the
Market participants witnessed enough remarkable developments over the past fours years to burn retinas. November
On Tuesday, BofA’s Savita Subramanian made the case for S&P 5,000 in 2024. Suffice to say
Let’s be upfront about one thing: Brash politicians peddling quick fixes to intractable domestic problems,
Nobody wants the bonds! That’s sarcasm. It’s fair to say the oversupply panic that typified
Lots of aggressive tweets with little to show for it. Story of our time, right?
Everybody look at Bill. Bill needs to be reminded how important he is. You can
Bonds were in the headlines again on Thursday, when 30-year US yields pushed well above
Earnings season kicks off in the US on Friday. Perhaps you heard. Most readers hopefully
I chafe, instinctually, at the idea that the US government is “running out of room”
Four months ago this week, I was busy putting the finishing touches on “Holistic People,”
JPMorgan’s Marko Kolanovic doesn’t agree with the notion that the majority of the drag from
This week’s data docket in the US isn’t exactly sparse, but nothing sticks out as
This is the part where I’m supposed to tell you US bond yields are destined
The word “macroeconomics” doesn’t exactly get the blood boiling, and neither, really, do ostensibly exciting
In “Hard Landings, Bond Vigilantes And Angry Villagers,” I mentioned the somewhat daunting conjuncture of
“There is no more fear, only complacency.” So said JPMorgan analysts led by Marko Kolanovic on
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