Key to the survival of a civilization is its ability to function in the face of disagreements. Any group of people will contain a variety of opinions, some of [...]

Great Expectations & What Isn’t Priced In? The major market event this week was still the same major market event of last week. In this week’s light [...]

[Reuters] Israel-affiliated merchant vessel hit by aerial vehicle off India [Reuters] Iran threatens Mediterranean closure over Gaza, without saying how [AP] [...]

From an analytical perspective, it’s fascinating how things can turn wild at the end of cycles. While mortgage Credit expanded at double-digit annual rates [...]

[Yahoo/Bloomberg] US Stock Futures Struggle for Direction After Data: Markets Wrap [Reuters] Gold climbs to near three-week high on Fed rate cut bets [...]

This week we look at the gold price performance, silver price performance, US Dollar index, equities, platinum & palladium, and other markets. 2023 was [...]

[Yahoo/Bloomberg] Stocks Rebound on Wall Street: Markets Wrap [Reuters] Gold prices rebound as weaker US yields, dollar lift demand [Yahoo/Bloomberg] Oil [...]

[Yahoo/Bloomberg] Global Bond Rally Speeds Up, Stocks Turn Cautious: Markets Wrap [Yahoo/Bloomberg] Global Bonds Rally as Softer UK Inflation Boosts Rate-Cut [...]

Politics: Do You See What They Want You To See? We Are Running At WWII Deficits Inflation Be Damned, FOMO Speed Ahead “Already consoled that the inflation [...]

[Yahoo/Bloomberg] Wall Street Set for New Highs on Rate Cut Hopes: Markets Wrap [Yahoo/Bloomberg] Yen Slumps as BOJ’s Ueda Pushes Back on Rate-Hike Bets [...]

People who were conscientiously raised by well-adjusted and loving parents are often astounded at how long dysfunctional national policies can go on. When such [...]

[Yahoo/Bloomberg] Stocks Waver Amid Rates Pushback: Markets Wrap [Yahoo/Bloomberg] Oil Rises as BP’s Red Sea Pause Underscores Risk of Disruption [Reuters] [...]

[Reuters] Wall St Week Ahead Epic Treasury rally may be running out of fuel as Fed pivot priced in [Yahoo/Bloomberg] US frackers return to haunt OPEC’s [...]

[Yahoo/Bloomberg] Charting the Global Economy: Fed, ECB, BOE Diverge on Policy Path [Reuters] Bank of Canada diverges from Fed, says rates not coming down soon [...]

An Interesting Situation This week was an interesting one. After Wednesday’s FOMC meeting, it’s now fairly clear that Fed chair Powell’s Volker [...]