Time for The Fed to tighten?
The U.S. trade deficit widened in November, reflecting a surge in the value of imports as domestic retailers made a final push to stock shelves for holiday shoppers and demand for foreign oil increased.
The Fed has a difficult choice to make.Will it crash the economy? Or will it crash the dollar?Whichever way this coin flip turns out — you lose.
Continuing claims data also picked up but the total number of Americans on some form of government dole dropped to 1.722mm last week...
We do believe that high momentum in inflation and that lower U.S. dollar is going to drive the gold price higher in 2022.
The Federal Reserve released the minutes from the December FOMC meeting on Thursday (Jan. 5) and the markets freaked once again at the prospect of monetary tightening. The minutes seem to indicate an even more abrupt shift to tighter monetary policy to fight inflation. But I have questions.
The Perth Mint's gold product sales in 2021 were the most in ten years, despite halving in December from the previous month, the refiner said on Thursday.
Some investors view gold as a hedge against higher inflation, but the metal is highly sensitive to rising U.S. interest rates.
Security concern, more so than the volatility and regulations, is what holds institutional investors back from investing in crypto and digital assets, a survey by Europe’s largest regulated digital-asset hedge fund manager showed.
Expectations of tighter monetary policy from the Federal Reserve sent global stocks down and led to a sell-off in cryptocurrencies including bitcoin and ether.
Federal Reserve officials are preparing to move quicker than the last time they tightened monetary policy in a bid to keep the U.S. economy from overheating amid high inflation and near-full employment.
Federal Reserve officials have begun debating how to approach shrinking a stockpile of more than $8 trillion of bonds as a key element of a policy-normalization campaign in the wake of unprecedented moves to shore up the economy during the pandemic.
The hunt for natural gas is spreading to Asia’s developing economies, with India and Indonesia adding to the global demand pressure.
The Treasury selloff that started the year is rippling across the globe as investors scramble to price in the risk that the Federal Reserve raises interest rates faster than currently anticipated to contain inflation.
As you just read in part one of our 2022 outlook, this year’s monetary and economic environment will not be as friendly for asset prices as last year. While that may seem problematic for investors, if we learned anything in 2020 and 2021, it is that stock prices can climb a wall of worry efficiently.
The critical component of the “bullish thesis” has been the psychology of the “Fed put.” Regardless of valuation levels, deteriorating fundamentals, or simple logic, the excuse for continuing to take on increasing levels of risk was “Don’t fight the Fed.” However, therein lies the irony as we head into 2022, the Fed is expected to tighten policy rather quickly. I...
Futures signaled further pain for tech stocks after Wednesday’s rout, adding to the nearly $1 trillion in value wiped out of the Nasdaq Composite Index this week already as a surge in U.S. bond yields spook investors.
Specifically, the veteran market watcher cited the Fed’s concern that inflation was outstripping the ability of lower income earners as a surprise. And perhaps more ominously, businesses appear confident that "they would be able to pass on higher costs of labor and material to customers [an outcome The Morning Brief sounded the horn about last year],” the minutes said.
This is an SRSrocco Report Subscriber "Investor Alert" on the Gold price. While most in the precious metals community are forecasting much higher gold prices in 2022, we may see a trend lower first. Due to several indicators, I wanted to provide this short gold price update...
If broad money growth stabilises above 10% per annum, then Napier doesn’t have a problem saying inflation stabilises above 4%. That was music to my ears because I wrote a piece for the LBMA in 2018 called The Rational Case For $7,000 Gold By 2030.