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A Sunny Day With Storm Clouds
Despite the dark news coming out of the Middle East, today was sunny in the bond and stock markets. It&…
Inflation
Is inflation transitory, or will it be persistent and even protracted? This is the key question many investors and business managers are struggling to answer. These QuickTakes aim to assess the answer based on the latest data on prices and wages.
243 posts
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The Economic Week Ahead: October 9-13
This is a big week for two big issues troubling the bond market, namely inflation and the US federal budget…
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Saudis Have A Vision
Saudi Vision 2030 is the vision of Saudi Crown Prince and Prime Minister Mohammed bin Salman (MBS). He wants to…
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The Economic Week Ahead: September 25-29
This is a relatively slow week for economic data. That means that the markets will be mostly entertained by the…
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Good News Is Bad News, For Now
The Fed's hawkish pause has unsettled the bond and stock markets. During 2022 and early 2023, the widespread…
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Canada's Inflation Spooks Bonds Around the World
Canada's CPI inflation rate in August jumped to 4.0% from 3.3% in July on higher gasoline…
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The Economic Week Ahead: September 18-22
The Dot Plot thickens! Other than another FOMC meeting, it's a slow week ahead for economic indicators. The…
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Action Packed Week
It certainly has been an action-packed week so far, and there is still Friday to go. Today, the ECB raised…
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Inflation Is Still Cooling
Today's CPI report suggests that inflation is continuing to cool. That's not a new development so…
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Bond Prices Are Tuning Out Some Bad News For Now
The good news this morning was that the bond yield held below 4.30% despite rising oil prices and a…
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Consumers Fretting More About Credit & Less About Inflation
Tech stocks seem to go up whenever the bond yield stops doing so. Leading tech stocks higher today was Tesla,…
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The Economic Week Ahead: September 11-15
This could be a big week for the stock and bond markets. There will be lots of market-moving inflation indicators:…
