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[Yahoo/Bloomberg] Big Tech Rebounds as Traders Gear Up for Fed Day: Markets Wrap [Yahoo/Bloomberg] Yen Soars to Strongest Since March as BOJ Reignites Sharp Rally [Yahoo/Bloomberg] Oil Jumps as Killing of Hamas Leader Reignites Geopolitical Risk [Reuters] US private payrolls miss expectations in July, ADP says [Reuters] Bank of Japan lifts rates as Fed inches […]
Charles Goodhart’s Central Bank Experience Leans Towards Gold Greg Weldon Is A Current Gold Bull Analyst Jeffrey Christian Sees Gold Higher “What we see in terms of demand dynamics are unique. They are very unique. In the past, we had local concerns in a global gold and silver market, and that took us to all-time […]
[Yahoo/Bloomberg] Stocks Advance Ahead of Microsoft, Central Banks: Markets Wrap [Yahoo/Bloomberg] Oil Stabilizes After Slump to Seven-Week Low With Eyes on Demand [Reuters] Morning Bid: Microsoft and job openings to hit pre-Fed vigil [Yahoo/Bloomberg] Global Rate Decisions Loom Large for Fragile EM Carry Trades [Reuters] Hedge funds make massive retreat from short yen positions, UBS […]
In 1987 Thomas Sowell wrote A Conflict of Visions: Ideological Origins of Political Struggles. In this book, he said, “Visions rest ultimately on some sense of the nature of man… Those who see the potentialities of human nature as extending far beyond what is currently manifested have a social vision quite different from those who […]
[Yahoo/Bloomberg] Stock Traders’ Optimism Builds Ahead of Big Week: Markets Wrap [Reuters] Dollar climbs while yen steady ahead of key central bank decisions [Yahoo/Bloomberg] Oil Trades Near Six-Week Low as Demand Fears Offset Mideast Risk [Yahoo/Bloomberg] Options Volatility Perks Up Before Earnings Wave, Rate Talks [Reuters] US yield curve nears flip with jury out on […]
[Yahoo Finance] Big Tech earnings, a Fed meeting, and the July jobs report: What to know this week [Yahoo/Bloomberg] Fed Is About to Nod at a Rate Cut as Job Growth Moderates [Yahoo Finance] ‘Get on with it’: Why the Fed’s first rate cut wouldn’t be that big of a deal [Reuters] Israel pledges to […]
Man of Steel? With many thanks to Danielle DiMartino Booth for last week’s interview, lets pick up where she left off and address some of the implications of her conclusions. Prior to 2014 (the same year foreign central banks stopped net purchases of US Treasurys), the relationship between US deficits and the unemployment rate was […]
[Reuters] Wall St Week Ahead Spooked U.S. stock market faces tech earnings minefield, Fed meeting [Yahoo/Bloomberg] US Debt Ceiling Is Once Again Haunting T-Bill Forecasters [AP] California’s largest wildfire explodes in size as fires rage across US West [AP] Technology’s grip on modern life is pushing us down a dimly lit path of digital land […]
