Please try another search
This is the reason that serious people don’t choose a trend length that happens to fit with their narrative.For the last few months, supposedly serious economists have crowed about how the...
Today's spotlight is on the release of crucial U.S. inflation data, anticipated to show a decline in both the overall Consumer Price Index and the core CPI Market expectations include a decrease in...
Warren Buffett, the famed investor and CEO of Berkshire Hathaway (NYSE:BRKa), is known for saying, "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful...
REBOUND RISK: Risk of a US inflation comeback is under-priced and rising. With the US labour market surprisingly healthy and economic growth strong. The Q1 GDP NOWCast is an above average 3.4%....
A little over a year ago, the world watched as China reopened its doors after three long years of strict pandemic lockdowns. Expectations were high for a robust economic recovery, fueled by pent-up...
US Consumer Price Index (CPI) is the big number to watch this week. Here's an important trading tip on US Dollar & US Inflation Relationship
Keynes once said that markets can stay irrational longer than you can stay solvent.I love this quote because it speaks about the power of narratives, and my humble adaption of that would...
Week Ahead 12th-16th FebruaryMON: BoC SLOS, Indian CPI (Jan), Export/Imports (Jan), Holiday: China (New Year), Hong Kong, Tokyo TUE: OPEC MOMR, Swedish Unemployment (Jan), UK Unemployment/Wages (Dec),...
The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability, with the younger generations...
Pierre DebruHead of Quantitative Research & Multi Asset Solutions, WisdomTree Europe Time in the market beats timing the market The end of each year brings long-awaited traditions like...
So, it was another rather boring day, with the S&P 500 finishing flat, rates up, the dollar up, and implied volatility somewhat higher. This has been a very odd earnings season.Last night, I noted...
It’s hardly the first time that the sharp rise in interest rates over the previous two years has prompted warnings about the business cycle outlook from an economist.Yet the forecast still...
I must say that writing these days is a real challenge, and yesterday was one of those days, mostly because it was just more of the same with the troubling three continuing to lead the charge.There is...
It is interesting to me that, with as important and liquid as the inflation-linked bond market is, the tactical allocation between TIPS and nominal bonds is at best an afterthought for most...
We wrote this four-part inflation series in response to the graph below, implying that prices are on the same inflation roller coaster ride as the 1970s. If you have read the first three parts of this...