The first-quarter 2018 Z.1 “flow of funds” report can be viewed in two ways. From one perspective, key conventional data are [...]

[BloombergQ] Stocks Drop, Bonds Mixed as Emerging Assets Suffer: Markets Wrap [Reuters] Trump vows to ‘straighten out’ G7 trade ahead of [...]

This week we discuss the movements of gold, silver, platinum, and palladium over the last few weeks in comparison with the US Dollar Index. Then [...]

[BloombergQ] Stocks Edge Up as Momentum Eases; Treasuries Slip: Markets Wrap [Reuters] Euro and bond yields extend rally on ECB while risk appetite [...]

[BloombergQ] Trade Hopes Sustain Risk-On Mood; ECB Sinks Bonds: Markets Wrap [Reuters] Euro boosted but bonds and stocks sag after hawkish ECB [...]

Deutsche Was $119 a share in 2007, now only $11 Money for nothing – Italy monetizes (creates) 500 million out of nowhere Will democrats at the [...]

[BloombergQ] Stocks Struggle to Keep Momentum; Crude Declines: Markets Wrap [Reuters] Italy’s bonds yields rise after new PM promises [...]

[Reuters] Global shares shrug off trade tensions as U.S. data reassures [BloombergQ] Trade Tensions Intensify With Trump, Allies Set for Showdown [...]

[Reuters] Talks end with China warning trade benefits at risk if U.S. imposes tariffs [Reuters] Moscovici ‘not optimistic’ trade row with [...]

[Reuters] US isolated at G7 meeting as tariffs prompt retaliation [BloombergQ] Japan’s Aso `Feels Sorry’ for Mnuchin Amid Outrage Over [...]

As I see it, cracks are opening in the greatest Bubble of all time. Serious fissures have developed in EM, Europe and China. Meanwhile, the [...]

[Reuters] Global stocks rise, bond yields fall as political tensions ebb [BloombergQ] Treasuries Fall, Dollar Rises as Jobs Data Beats: Markets Wrap [...]

This week we look at how the markets reacted to the developing situation in Italy. We’ll review how the US Dollar Index, Euro, Gold, Silver, [...]

[BloombergQ] Stocks Drop, Bonds Rise as Trade Tensions Simmer: Markets Wrap [Reuters] U.S. to impose tariffs on EU steel, aluminum [Reuters] Europe [...]

[BloombergQ] Treasuries Slide as Italy Panic Fades; Euro Jumps: Markets Wrap [Reuters] Italy renews attempt to form a government and end turmoil [...]