- by New Deal democratHigher interest rates have created a bifurcation in the housing market. While builders can build smaller models and lower prices,...
Reinflation fears, spiking Treasury yields, recession risks – and the real reason stocks are falling in August has to do with rate cuts. You read that...
Want To Forecast Inflation? Don't Track Breakevens Authored by Simon White, Bloomberg macro strategist, Inflation breakevens - the difference...
Powell's 'Abracadabra' Inflation-Targeting Authored by Egon von Greyerz via GoldSwitzerland.com, The Fed has two mandates – Maximum Employment...
Amidst a prevailing backdrop of bearish sentiments for many commodity markets throughout this year, there has been an expectation of a resurgent Chinese...
Bonds & Big-Tech Battered As Inflation Fears Trump Payrolls Hope The trend of weaker 'hard' data and hope-filled 'soft' data stalled a...
The New Zealand dollar has extended its slide for a fourth straight day. In the European session, NZD/USD is trading at 0.6005, down 0.26%. New Zealand...
Markets Will Be Blindsided By Inflation's Comeback Authored by Simon White, Bloomberg macro strategist, It might look like it’s been defeated,...
Is China's Deflation Yesterday's News? Authored by Simon White, Bloomberg macro strategist, The main data story overnight was China CPI slipping...
New Zealand inflation expectations rise to 2.83% China’s inflation decreases for the first time since February 2021 The New Zealand dollar is showing...