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Hard Asset Insights • Mar 27 2021
Markets: Risk-on, Risk-off, Risk-maybe – March 26, 2021

Markets: Risk-on, Risk-off, Risk-maybe On the macro economic front, significant coronavirus concerns have resurfaced again this past week. Germany, [...]

Morgan Lewis Posted on Mar 27, 2021
Credit Bubble Weekly • Mar 27 2021
March 26, 2021: Double Trouble

March 1 – Daily Sabah: “Turkey’s economy grew a less-than-expected but still robust 5.9% in the fourth quarter of 2020 and 1.8% in the year [...]

Doug Noland Posted on Mar 27, 2021
Credit Bubble Daily • Mar 25 2021
Friday, March 26, 2021

[Yahoo/Bloomberg] U.S. Stocks Mixed as Dollar Breaks Winning Streak: Markets Wrap [Reuters] Oil prices rise on fears Suez blockage may last weeks [...]

Doug Noland Posted on Mar 25, 2021
Credit Bubble Daily • Mar 24 2021
Thursday, March 25, 2021

[Yahoo/Bloomberg] Stocks Decline, Oil Drops Amid Suez Block: Markets Wrap [Reuters] Stocks sluggish, dollar near four-month highs as risk appetite [...]

Doug Noland Posted on Mar 24, 2021
Credit Bubble Daily • Mar 23 2021
Wednesday, March 24, 2021

[Yahoo/Bloomberg] Nasdaq Leads Market Higher as Yields Rise: Markets Wrap [Yahoo/Bloomberg] Oil Climbs After Strong Europe Data and Suez Canal [...]

Doug Noland Posted on Mar 23, 2021
Credit Bubble Daily • Mar 22 2021
Tuesday, March 23, 2021

[Yahoo/Bloomberg] Stocks Edge Down as Oil Slumps; Bonds Advance: Markets Wrap [Yahoo/Bloomberg] Bargain Hunters Save Turkish Stocks From Worst Drop [...]

Doug Noland Posted on Mar 22, 2021
Credit Bubble Daily • Mar 21 2021
Monday, March 22, 2021

[Yahoo/Bloomberg] Stocks Edge Up as Yields Dip; Turkish Lira Sinks: Markets Wrap [Reuters] Turkish lira plunges to near record low after Erdogan [...]

Doug Noland Posted on Mar 21, 2021
Credit Bubble Daily • Mar 21 2021
Sunday, March 21, 2021

[Yahoo/Bloomberg] Mideast Equities Drop Tracking Slump in Oil Prices: Inside EM [AP] Supply bottlenecks leave ships stranded, businesses stymied [...]

Doug Noland Posted on Mar 21, 2021
Credit Bubble Daily • Mar 20 2021
Saturday, March 20, 2021

[CNBC] U.S.-China trade relations remain strained as Biden team takes tough stance similar to Trump [Reuters] ‘Tough’ U.S.-China talks [...]

Doug Noland Posted on Mar 20, 2021
Credit Bubble Weekly • Mar 20 2021
March 19, 2021: Powell on Inflation

The Treasury yield spike runs unabated. Ten-year Treasury yields rose another 10 bps this week to 1.72%, the high since January 23, 2020. The [...]

Doug Noland Posted on Mar 20, 2021
Hard Asset Insights • Mar 19 2021
Time to Build a Portfolio of Real Things – March 19, 2021

Time to Build a Portfolio of Real Things Today is “quadruple witching,” with a variety of options and futures contracts expiring. This adds a [...]

Morgan Lewis Posted on Mar 19, 2021
Credit Bubble Daily • Mar 18 2021
Friday, March 19, 2021

[Yahoo/Bloomberg] Stocks, Yields Fluctuate After Fed Ends Break: Markets Wrap [Reuters] U.S. bond yields dip from 14-month highs, oil stabilises [...]

Doug Noland Posted on Mar 18, 2021
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