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We recently wrote Japan’s Lost Decades to appreciate better why Japan’s GDP is smaller than it was in 1995 and why it took 35 years for its stock market to set its recent record high.Many...
Stocks traded mostly sideways yesterday, even as rates and the dollar surged. However, the big news came yesterday when Jay Powell noted that it would take longer for the Fed to gain the confidence...
This is one of my favorites, and every few years I re-blog some portion of this article. The original, I wrote in 2010. The basic question is, what is the correct way to respond as an investor to...
Economic “reflation” is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains, at least according to Gold Sachs and Tony...
Stocks finished the day sharply lower for a second day in a row, with the S&P 500 dropping by 1.2% and the NASDAQ dropping by 1.65%. The S&P 500 opened higher, but the selling started around...
Artificial intelligence (AI) and Bitcoin were top of mind at last week’s Paris Blockchain Week, where I had the privilege of presenting to an enthusiastic crowd. The blockchain and digital...
I hope you had a good weekend! Looking at the technicals we have had a decent drop off the 8030 resistance and the double top with the all time high at 8045 area too. The bulls will of course be keen...
The retraction of global markets on Friday and this morning in Asia and Europe are rational risk-rebalancing moves, considering that the heartbreaking events in the Middle East present the potential...
Is immigration why employment reports from the Bureau of Labor Statistics (BLS) continue defying mainstream economists’ estimates? Many are asking this question as the U.S. experiences a flood...
Stocks finished the day lower following the hotter CPI report. The S&P 500 was all over the place, though, trading with big swings. These swings seem to be a sign to me of a market that is...
US inflation came in at 0.4% MoM for the third consecutive month, more than double the rate we need to consistently hit to bring inflation down to 2% YoY. Expectations for a June Federal Reserve...
Interest rate cut expectations have receded everywhere following the US inflation data, but there are subtle dovish incremental shifts within the BoC’s commentary that suggest should inflation...
Here are my thoughts on the European Central Bank's meeting: What to watch What is priced in Whether EURO will hit fresh 2-month lows vs. USD
After a week when the NY/NJ area saw an earthquake, an eclipse, and a gorgeous 75-degree spring day, it is time to get back to work.Today’s CPI report was not expected to be particularly great....
All eyes turn to the US inflation data, due to be released later today. Expectations include a slight decrease in core CPI and a marginal increase in overall CPI. Amid uncertainty about rate cuts,...