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[Yahoo/Bloomberg] US Stocks Drop in the Face of Hawkish Fedspeak: Markets Wrap [CNBC] Gold trades near 8-month high and analysts expect its rise to continue [Yahoo/Bloomberg] Oil Fluctuates as Hawkish Fed Comments Overshadow China Outlook [Reuters] U.S. small-business sentiment skids to half-year low [Reuters] U.S. imports of containerized goods retreat to pre-pandemic level [Reuters] U.S. […]
It can be messy when an era comes to an end, such as now with the 40-year-old debt-based spending spree much of the world has enjoyed. There are currents, crosscurrents, eddies, dams, logjams, rapids, and falls. Where we are in the river determines which of these we’re seeing. And while the war in Ukraine and […]
[Yahoo/Bloomberg] Stocks Extend Risk Rally on China; Dollar Weakens: Markets Wrap [Reuters] Gold scales 8-month high as Fed slowdown prospects lift appetite [Yahoo/Bloomberg] Oil Jumps at Start of Week With China Optimism Spurring Gains [Reuters] Brazil’s currency, stock futures down after Bolsonaro supporters storm capital [Yahoo/Bloomberg] Banks’ Bad Loan Provisions, Housing Market Fears: US Earnings […]
[Yahoo Finance] Inflation data, banks kick off earnings season: What to know this week [Reuters] California storm leaves over 560,000 homes without power, more rough weather ahead [Yahoo/Bloomberg] Japan PM Says Careful Explanation Needed on Monetary Policy [Reuters] Financing for Chinese real estate firms jumps 33% year-on-year in December [Yahoo/Bloomberg] Putin’s Energy Gambit Fizzles as […]
[Yahoo/Bloomberg] Optimism Makes Comeback on Wall Street With Soft Landing Eyed [Yahoo/Bloomberg] Ukraine Latest: Ongoing Fighting in East Despite Christmas Pause [Yahoo/Bloomberg] California Set for Another Round of Deluges; Monday Will Be Big [AP] McCarthy elected House speaker in rowdy post-midnight vote [Yahoo/Bloomberg] World Bank to Warn of Global Recession Risk in Economic Outlook [AP] […]
Signs: What’s Here Today and What’s Coming Tomorrow Stock markets started 2023 under pressure, but finished the new year’s first trading week on a strong note. A release of hawkish Fed minutes and weak economic data kept financial markets subdued until Friday. At that point, non-farm payroll data sparked the latest round of Fed pivot […]
Bubble: A self-reinforcing, but inevitably unsustainable inflation. Bubbles are a monetary phenomenon, fueled by some underlying source of Credit expansion. If accommodated by loose monetary policy, Bubbles have a proclivity to surprise to the upside – with an escalation to “crazy” “blow-off” excess during the “Terminal Phase”. Bubbles eventually burst. The bigger and more prolonged […]
[Yahoo/Bloomberg] US Futures Climb After Jobs Data; Dollar Gains: Markets Wrap [CNBC] Nonfarm payrolls rose 223,000 in December, as strong jobs market tops expectations [Reuters] U.S. VC funding cools from 2021 record as investors keep their powder dry [Reuters] Massive waves, power outages plague California coastal community amid storms [Yahoo/Bloomberg] China May Ease ‘Three Red […]
