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,…
Remaining Zen About The Yen
BREAKING NEWS: Deputy BOJ Governor Uchida said that the central bank won't raise interest rates when markets are…
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'…
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.…
Beryling hacia la bajada de tipos
Se avecinan algunos nubarrones macroeconómicos. Los mercados huyen en busca de refugio en los bonos del Tesoro, dejando atrás casi todo lo demás, incluidos sus...
Risk On, Risk Off
Today was a good day for the diehard hard-landers and the "stag-disinflationists." They're probably high fiving…
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&…
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,…
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…
Big Mac Confirms Weak Global Economy Is Facing More Deflation
Consumers around the world have cut back on buying Big Macs at McDonald's. The company reported its first…