Image Source: Pixabay The world’s biggest economy emerged weaker at the start of 2024 due to lower consumer and government spending amid growing inflation. The economy expan...
Image Source: Pexels “Davidson” submits:The 10yr minus 3-month Treasury rate, called the Yield Curve, is moving higher at a rapid pace as investors adjust their inflation thin...
Image Source: Unsplash The Federal Reserve has a $34.5 trillion problem.And the problem is growing.Yes, I’m talking about the national debt. How is the debt the Fed’s problem...
Image Source: Unsplash The story this morning is clearly the stunning rise in the price of Alphabet (GOOG, GOOG). It’s higher for the correct reasons: solid earnings and returni...
Image courtesy of 123rf.com In Q1 2024, the US crossed the historic milestone of paying over $1 trillion on interest payments. As a consequence of an unprecedented $5 trillion m...
Image Source: Unsplash The Australian dollar has demonstrated remarkable resilience and vigor, charting a course of consistent gains throughout the week. As the European trading s...
Image Source: Pexels I’ve frequently spoken and written about leverage-on-leverage contagion risks from the private equity and credit markets with feedback loops to real estate....
Image Source: Pixabay The U.S. stock market continues to climb the wall of worry, despite persistent inflation and elevated geopolitical risks. The Wilshire 5000 index (a broader ...
Elevated inflation and strong activity and jobs numbers have pushed market expectations for the timing of the first interest rate cut to December. We still see an opportunity for ...
Image Source: Pixabay The gold stocks’ latest earnings season is just getting underway and should prove fantastic. The miners are set to report their most profitable quarter in ...