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China: A Deflating Dragon
Over the past three years, most American economists believed that a recession would be necessary to bring inflation down to…
Commodities
21 posts
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Risk & Reward In Emerging Markets
The three-day BRICS summit of emerging market economies (EMEs) in Kazan, Russia concluded today. The group launched by Brazil, Russia,…
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Sell Bonds, Buy Gold?
Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To…
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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…
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Bonds, Oil, Copper, Gold & The Dollar
On a regular basis, we like to check on the correlations among the fixed income, commodity, and foreign currency markets.…
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Copper, Oil & China
Is the global economy suddenly taking off? It seems that way given the sudden vertical ascent of several metals prices,…
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'Knock On Wood'
Fed Chair Jerome Powell spoke at Stanford University today about the economy and monetary policy. He said, "I think…
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Market Call: Fed Choir All On Same Page
Fed Chair Jerome Powell spoke on Friday at an event at the San Francisco Fed. He repeated what other Fed…
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Continue To Underweight Commodities & Emerging Markets In Global Portfolios
The global economy is growing, but at a slow pace. Much of the weakness is attributable to the recessions in…
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Oil's Slippery Slope
The Saudis are kicking the barrel down the road. Saudi Energy Minister Prince Abdulaziz bin Salman announced an extra 1…
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No Boom, No Bust
Our Boom-Bust Barometer (BBB) fell into an unprecedented abyss during the pandemic lockdown in early 2020 (chart). Our BBB is…
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Why Is Gold Shining Again?
Gold is a commodity priced in dollars. Like other commodities priced in dollars, the gold price is inversely correlated with…
