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Inflationary pressures are showing no signs of easing just yet and the market will soon look to test the Fed's patience. The upcoming week is filled with many catalysts that stem from a deadline to finalize a bipartisan infrastructure package, persistent global delta variant concerns,...
One of the positive surprises about last year's recession is how little damage it inflicted on average household and corporate balance sheets in Europe. European household balance sheets also improved in aggregate in 2020, despite higher unemployment and shorter working hours. People ...
The world economy has performed about as well as could be expected, if one takes as given the pandemic and the inadequate public health response. Global growth in 2020 was negative 3.3 per cent, which is very low historically. But the economic outlook is stronger now than one would ha...
Bond buying is adding a liquidity excess that is bullying market rates to extraordinary lows, practically into submission. It looks too much and should be unwound, but not just yet, it seems. At least Chair Powell is not giving too much away so far. In Europe, inflation expectatio...
US inflation is solidly rounding at 5%. Bond yields are nowhere near that, and some $800 billion is getting shipped back to the Fed on a daily basis (overnight). "Forget the taper, just stop the buying already" - that's what the bond market would say, if it could talk. Chair Jay P...
In a surprisingly early conclusion of its monetary policy strategy review, the European Central Bank (ECB) rolled out several changes that will likely keep monetary policy easier for longer. The good news: The ECB adopted an easy-to-understand, symmetric (i.e., negative and positive d...
European equities look potentially pessimistically priced. IEUR offers over 20% upside, provided an absence of significant risk aversion and/or another unexpected "economic calamity". Provided the status quo holds, and as European stocks meet (or even only mostly meet) current ear...
Two potential factors fueling the drop in government bond yields. ECB announces changes to monetary policy framework. New PMI survey shows global manufacturing expanding at rapid pace. For further details see: What's Behind The Decline In U.S. Bond Yields?
Global stocks are all over the place as some indexes fall into correction as others continue to extend higher into record territory. Asian stocks should have a strong open following the PBOC’s RRR cut. This is quite the pivot by the central bank and it should support the notion...
Last month, the fear was excessively high inflation but in the first week of July growth fears have come to the fore. A weaker than expected non-manufacturing PMI in the US has triggered a sharp decline in global government bond yields. The UK’s vaccination program may have...
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On Tuesday, May 7th, U.S. stock markets closed mixed, with the S&P 500 and Dow Jones Industrial Average ending slightly higher, extending their...
On Monday, May 6th, U.S. stock markets closed higher for the third consecutive session, fueled by increasing investor optimism about pote...
On Friday, May 3rd, U.S. stock markets surged, with a softer jobs report reinforcing the argument for Federal Reserve rate cuts while highlighting ...