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As investors seek safety in the US Dollar, this may eventually trigger a broader and deeper selloff in U.S. stocks and market volatility will begin to pick up as the VIXY moves up. The US Dollar is continuing to appreciate as investors and central banks seek safety from geopolitical, ...
Medeiros: China's lockdown policies have resulted in a deceleration in export numbers to China from Korea and Japan. Weak demand growth from a long-lasting Covid zero policy was one of the major emerging markets risks. Medeiros: We need to be worried about a supply chain concept c...
There’s a growing list of potential threats to the economy. Although growth has slowed over the past two months, the current rate of expansion continues to reflect above-average strength. The US economy is slowing, but recession risk is still low. For further details ...
New orders for durable goods increased 0.8 percent in March, rebounding from a 1.7 percent drop in February. New orders for nondefense capital goods excluding aircraft, or core capital goods, a proxy for business equipment investment, jumped 1.0 percent in March after falling 0.3 perc...
With long-term U.S. rates near 3% and short-term rates soon to rise to near 1%, the U.S. dollar will stay stronger than the euro, whose official rate remains near zero, so the world will keep buying U.S. dollars. This week, we get the official first estimate of first-quarter GDP. Than...
The central bank is raising interest rates based on the fact that inflation is a monetary phenomenon. The Fed can raise interest rates until the end of time and there still won’t be enough stuff available for what will likely be stable or even rising demand. The market is s...
Global central banks continue to warn that COVID, and other issues, persist. Traders seek some clarity and understanding of what’s going to happen next. In our opinion, the extended demands relating to the superheated reflation of the post-COVID economy set off an explosive inf...
Investors have been processing high inflation reports, rising interest rates, surging energy, commodity, and real estate prices. So, what is the market saying about which markets investors have favored the last couple of years vs where are they putting their money right now? A way...
Investors face a trifecta of worries: rate hikes, inflation and volatility. In Q1 2022, equity markets took stock of a changing economic and geopolitical landscape. Looking forward, economic and geopolitical uncertainty will likely increase. For further details see: Look...
Higher (forward-looking) implied volatility suggests rates have moved to a durably higher regime. This means investors’ risk appetite will remain soft for the time being, and central banks should refrain from active asset sales. Fears of more lockdowns in China are bringing...