Year-End Stock Rally Rests On Liquidity & Earnings Authored by Simon White, Bloomberg macro strategist, A recovery in US stocks into...
BoJ has subtly removed the 1% “hard-capped” upper limit of the 10-year JGB yield which suggests an imminent end to YCC may come sooner than expected....
Is Bitcoin Deflationary? And What To Expect Next? Submitted by Seth Chalnick (@seth_oshi), Inspired by this ZeroHedge article about the Cantillon...
The signs pointing toward the resurgence of the global commodity boom … China’s critical role in demand … the cases for aluminum, copper, and lithium...
Rising Treasury Yields Can't Substitute For Fed Rate-Hikes Authored by Alexander William Salter via The American Institute for Economic Research, The...
Despite the recent headwinds from rising U.S. Treasury yields, we have not changed our constructive medium-term outlook for emerging markets (EM) debt....
Key Events This Extremely Busy Week: FOMC, BOJ, BOE, Payrolls, ISM, And Earnings Galore We start an extremely busy week for markets after...
Buoyed by low interest rates for the last decade, many property markets have seen substantial price growth since 2010. Experts warned that real estate...
Gold's About To Have Its Day: Jim Grant Warns No One's Prepared For "Higher Yields For Much, Much, Much Longer" Authored by Christoph Gisiger...
Loonie lower as oil prices pare earlier gains Overnight Index Swaps eye BOC’s next move as a rate cut in H2 2024 Fed funds futures see...