A short-lived reprieve for emerging-market carry trades funded in dollars looks to be over, with an upsurge in U.S. inflation making the outlook increasingly treacherous.
Markets are pushing for a faster response by the Federal Reserve, while consumer sentiment gets hit hard by concerns about the lack of policy responses to inflation.
China’s V-shaped economic rebound is fading faster than expected, catching analysts off guard and posing a new headwind for the already uneven global recovery.
The market is saying that the Federal Reserve is going to be raising rates sooner and faster than the central bank itself thinks it will. But the market is also saying that rates won’t go as high as the Fed eventually thinks they will.
Tightening monetary policy now to rein in inflation could choke off the euro zone's recovery, European Central Bank President Christine Lagarde said on Monday, pushing back on calls and market bets for tighter policy. With inflation already twice its 2% target and likely rising further later this year, the ECB is coming under...
That’s the advice of Morgan Stanley’s strategy team, which sees fading monetary support and high valuations holding back American assets in 2022, even as growth improves and inflation moderates.
Mortgage rates fall back to sub-3%. Market sentiment towards FED monetary policy will be key near-term, with commodity prices likely to also influence yields.
Warning signs are starting to flash at the regulators of the $22 trillion U.S. Treasury market, which is being whipsawed by volatility just as the Federal Reserve begins pulling back from its $80 billion-a-month buying spree.
Inflation is running rampant. Top news and what to watch in the markets on Monday, November 15, 2021.
The Consumer Price Index blew past expectations in October as the "transitory" inflation narrative continues to unwind. CPI was up 0.9%. On an annual basis, the inflation rate was 6.2% compared with a 5.9% estimate. It was the highest annual CPI gain since 1990. The CPI stole the headlines, but the Producer Price Index also came in hotter than expected, up 8.6% on a year-on-year basis. After the PPI came out, Peter Schiff appeared on RT Boom Bust to talk about it.He said double-barrel inflation is locked and loaded.
We recently posted Part 1 of Wealthion's interview with highly-respected fund manager John Hussman. In it, he explained why he calculates we’re in the largest asset price bubble in modern history and that a disappointing decade lies ahead for investors who don't prepare accordingly. OK, so where does it make sense to invest looking forward?
In this newest update, I show how the precious metals are hitting technical levels and what that means for the short term. Also, the Energy Crunch continues to impact the market as European natural gas inventories declined again this week even with the supposed increase of supplies from Russia...
The market isn't prepared for the BIG MOVES COMING into the Large Silver ETFs. While most in the precious metals community believe the Silver ETFs are manipulated, this is where the Big Price Action takes place. So, it's important to understand there are TWO different markets for silver...
Gold futures finished with a gain on Friday, stretching their winning streak into a seventh consecutive session, with prices scoring the biggest weekly percentage gain since May.
The Hanke-Cofnas Gold Sentiment Score is registering on 11/12/21 at 9 AM EST (2PM GMT) a surging level of 12.21 indicating that Bullish sentiment momentum is pushing new levels of strength. We are observing consecutive daily increases in Bullish Gold sentiment scores since the FOMC meeting last Wednesday.
We are also detecting a recent increase in mentioning of Tapering, and Stagflation, indicating increased anxiety regarding expectations about the economy.
Damien Courvalin, Goldman Sachs Head of Energy Research joined “Bloomberg Markets: European Close” with Alix Steel and Guy Johnson, discussing the state of the metals market. Courvalin believes gold is on the road to $2,000.
Gold’s inability to break above $1835 had since July supported a dislocation between rangebound gold and falling real yields. Despite the stronger dollar during this time, it can still be argued that gold has got some catching up to do, with real yields around current levels potentially pointing to a gold price above $1900.
The energy transition is driving the next commodity supercycle, in which certain metals will see huge demand at the expense of crude oil
Water projects, public transit, airports and ports and waterways will also receive new funding, as will new electric vehicle (EV) charging infrastructure.
U.S. consumer sentiment unexpectedly collapsed in early November as Americans grew increasingly concerned about rising prices and the inflationary impact on their finances.