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Loose Fed Lips Sink Stocks
We are in the same camp as Federal Reserve Bank of Minneapolis President Neel Kashkari. On March 6, he said,…
Global Economy
16 puestos
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público
What Does Dr Copper Say About The Global Economy?
Copper is often described as the shiny metal with a PhD in economics because it provides useful insights into global…
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Improving Outlook for Global Economy
While the US economic outlook has been a source of dissention since early last year, few disagreed last summer that…
pagado
How's Business In The US & Europe?
We predict that global economic growth will improve this year. Until recently that was a contrary view since it was…
público
China's Zero-Covid Policy Is A Disaster
Investors are hoping that the Chinese government will soon ease its zero-Covid policies. The facts on the ground suggest that…
público
Foreigners Still Piling Into US Dollar & Bonds
The 10-year US Treasury bond yield dropped sharply from 4.25% on October 24 to 3.72% today. Recent CPI…
pagado
Supply Chain Problems Are Abating
Supply-chain bottlenecks are easing. The parts you’ve been waiting for should arrive shortly.
The Federal Reserve Bank of New…
público
Money Flooding Into US From Overseas
Money from overseas is pouring into the US capital markets, which foreign investors regard as a haven in a world…
público
TINAC & TICS Update
June's Treasury International Capital System (TICS) was released on Monday. The TICS data tend to confirm our TINAC…
pagado
ECB Stuck Between A Rock & A Hard Place
Soaring consumer prices and the prospect of energy rationing this coming winter have depressed consumer confidence in the Eurozone. No…
público
Signs of Peak Inflation
Today was a good day for those of us expecting to see peak inflation soon. July's US manufacturing…
público
More Signs of Slowing Global Economy
Today, S&P Global released its flash estimates for the purchasing managers indexes (PMIs) of the US, the Eurozone,…
