DLBS News and Press, Barclays Bank PLC ZC SP ETN REDEEM 13/08/2020 USD 50 - Ser A 06740L444 From 02/04/19

Welcome to this week's Market Wrap Podcast, I'm Mike Gleason. Coming up Axel Merk of Merk Investments joins me for a terrific conversation about gold, the Fed, stocks and the dollar. And find out why he believes investors will soon realize that it DOES matter again about where you put y...

My main job on these pages is to distill the market Narrative™ for my readers, and recent events have made this week’s missive a layup. The debate on whether to fire, and how to arm, the fiscal bazooka has continued, and now monetary policymakers have joined the party. For a whil...

By Paul English, CFA®, Head of US Investment Grade Research, and Matt Brill, CFA®, Senior Portfolio Manager, Invesco Fixed Income , on Jan 31, 2019, in Fixed Income The strong economy and market pressure may drive companies to pay down debt. Recent market stress surroundin...

Over the last seven years, as we have grown to well over 4000 members in our various services, I am often asked by our members to opine about various financial books. Clearly, I am unable to read all of the ones being asked of me, but when enough of the members I trust suggest a certain book, ...

Today's question, who buys and holds America's federal debt? To begin, the chart below shows the growth of US debt (split between public marketable debt and non-marketable Intra-Governmental holdings) and Federal Funds rate since 1970. Public marketable debt is skyrocketing while debt held b...

A successful investor is a born cynic worrying more about downside risks than upside potential. Investing has only gotten more complicated over the years as we consider the intricacies of globalization and shifts in the political winds. We have been living in a VUCA (volatile, uncertain, compl...

Investors were cheerfully dancing last month after the stock market posted its best January in 30 years and the best monthly performance since October 2015 (see chart below). More specifically, the S&P 500 index started the year by catapulting +7.9% higher (the best January since 1987), an...

The market-moving event this week was delivered by the Federal Reserve/FOMC meeting statement which most are interpreting as an end to further rate increases. The good news this week was the end of the government shutdown - and three missed data sets were issued. Many elements in the economy...

A reliable source for recession forecasting is the unemployment rate, which can provide signals for the beginning and end of recessions (Appendix B charts the UER recession indicator for the period 1948 to 2015). The unemployment rate model ( article link ) updated with the January 2019 rate...

The Peterson Institute has long been one of my favorite sources of original research in the field of economics. They generally support free-market ideas, although they are less than classically liberal in their approach. I was, nonetheless, surprised by the Presidential Lecture given at the ...