Saturday, July 27, 2024

So Much for Inflation Running Wild This Summer

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This week brought a trio of reports on inflation. None of them seemed to flash any warning signs about prices spiraling out of control. ...
Why the U.S. Dollar Is Pushing to its Highest Level in Two Years

Why the U.S. Dollar Is Pushing to its Highest Level in Two Years

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The greenback surged yesterday as America's growth prospects kept outshining the rest of the world. Futures on the U.S. dollar index (@DX) ended Wednesday's session...

Are We Seeing Fireworks on Trade?

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It's Fourth of July week, and the fireworks may have already begun. The last few days have featured even moreĀ bangs and flashes between U.S. and...

Is the Fed Dovish, or Just Plain Chicken?

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Is theĀ Federal Reserve in the midst of its quickest pivot ever? It seems to be. Only two months ago, central bankers were united in their...
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Despite the Bears, Economic Forecasts Keep Going Up

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Believe it or not, economic estimates keep improving despite the selloff in equities. Last week's retail-sales data and industrial production didn't seem too impressive at...

Why Interest Rates and Treasury Bonds Could Be the Next Big Things to Watch

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Interest rates crashed to record lows because of coronavirus. But will they stay there? The U.S. Treasury Department is preparing to flood the market...

Here come the central banks

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Now that the North Korean summit is finished, attention turns to major central bank meetings on both sides of the Atlantic. Both are expected...
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Bulls Regain Footing Above Key Level

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Stocks rebounded last week as the bulls regained their footing at a key level. The S&P 500 rose 1.2 percent between Friday, September 7, and...

Stocks and Economy in Massive Disconnect

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A lot of things can be said about the stock market right now. One of the biggest is its huge disconnect with the economy. Judging...

Suddenly Everybody’s Talking About Inflation. Here Are the Key Facts

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Wall Street is starting to worry about inflation as the economy reopens from last year's pandemic amid a shortage of commodities and surging demand. Famous...
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