paid Bonds • 3 min read Tough Treasury Auctions Belie Renewed Recession Chatter US stock prices and bond yields rose today following the release of the latest weekly jobless claims report confirming our…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 8/7/24 A weak July employment report does not a recession make. The financial markets reacted on Friday as though it does,…
paid Bull Market • 3 min read Remaining Zen About The Yen BREAKING NEWS: Deputy BOJ Governor Uchida said that the central bank won't raise interest rates when markets are…
public Japan • 3 min read Is Japan's Carry-Trade Earthquake Over Yet? This morning, US stocks and bonds were quick to price in Japan's stock market carnage overnight. Tokyo'…
paid Week Ahead • 3 min read The Economic Week Ahead: August 5-9 The week ahead is relatively light in terms of economic reports. It's also light on talking Fed heads.…
public Employment • 2 min read Beryling Toward Rate Cuts Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including their…
paid Unemployment • 2 min read Risk On, Risk Off Today was a good day for the diehard hard-landers and the "stag-disinflationists." They're probably high fiving…
paid Fed • 3 min read Powell Says Economy Is Normalizing & September Rate Cut Is On The Table The Federal Open Market Committee (FOMC) left the federal funds rate (FFR) unchanged between 5.25%-5.50% at today&…
paid Video Webcasts • 1 min read Dr Ed's Video Webcast 7/31/24 If economic performance were an Olympic sport, America would sweep up gold medals. The US economy hit record-high real GDP,…
paid Employment • 3 min read Rotating Market Betting On Pivoting Powell This is what Fed Chair Jerome Powell is likely to say at his presser tomorrow: "The economy has been…