public Productivity • 2 min read Productivity Is Making A Comeback! Today's bond and stock rallies was boosted by Q3's Productivity and Costs report released at 8:…
paid Week Ahead • 2 min read The Week Ahead: October 29 - November 3 Investors would clearly like to see peace on earth and goodwill towards all people. But that ain't happening…
paid Inflation • 2 min read Is Inflation Persistent, Sticky, or Transitory? In our opinion, price inflation is turning out to be transitory after all. Wage inflation is more persistent, but moderating.…
paid Bonds • 2 min read 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&…
paid Week Ahead • 2 min read 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…
paid Crude Oil • 3 min read Saudis Have A Vision Saudi Vision 2030 is the vision of Saudi Crown Prince and Prime Minister Mohammed bin Salman (MBS). He wants to…
paid Week Ahead • 2 min read 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…
paid Economy • 2 min read 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…
paid Bond Market • 2 min read 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…
paid Fed • 2 min read 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…
paid Inflation • 2 min read Action Packed Week It certainly has been an action-packed week so far, and there is still Friday to go. Today, the ECB raised…