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This week we look ahead at 2023 and the financial conditions that will impact the gold price in the year ahead. Will financial instability create an environment that will push gold to $2500? How will Jerome Powell and the Fed’s decisions impact the recession taking place in the United States? Finally, what can investors and […]
Tactical Short 3rd Quarter 2025 Recap “Loose Conditions, Excess and Fed Accommodation” Thank you for your interest in our quarterly update on Tactical Short positioning and performance for the period ending September 30, 2025. Portfolio Manager Doug Noland will review third-quarter performance and discuss how the Tactical Short strategy was executed during the quarter. He […]
[Yahoo/Bloomberg] US Stocks Drop With Treasuries on ADP Data: Markets Wrap [Yahoo/Bloomberg] Oil Claws Back Some Losses After Slump as Demand Concerns Linger [Yahoo/Bloomberg] Egypt’s Devaluation Ushers In Volatility as Pound Plumbs New Low [CNBC] Private payroll growth surged by 235,000 in December, well above estimate, ADP reports [Reuters] Heavy discounts drive record U.S. online […]
Year-end look-backs took center stage for the McAlvany analysts in the closing week of 2022. And what a year it’s been. The mother of all credit bubbles has finally been pierced, and while it has not yet violently imploded, it has undoubtedly begun to deflate with a vengeance. Major war has broken out. Supply chain […]
[Yahoo/Bloomberg] Stocks Climb on China, Rates Optimism: Markets Wrap [Yahoo/Bloomberg] Global Bonds Extend New Year Rally on Signs Inflation Has Peaked [Yahoo/Bloomberg] Oil’s New Year Slump Deepens Below $75 as China Concerns Grow [CNBC] Mortgage demand plunges 13.2% to end 2022, as interest rates head higher again [Yahoo/Bloomberg] US 30-Year Fixed Mortgage Rate Climbs to […]
Central Banks To Target The Middle-Class To Slow Economy Extreme Interest Rate Volatility In China & U.S. in 2022 Visit mcalvany.com To See Our New Look & Latest Updates Petro-Dollar May Someday Face Petro-Yuan January 4, 2023 “Global recession is disproportionately painful for underdeveloped nations where a marginal shrinkage in trade impacts economic security. So […]
[Yahoo/Bloomberg] Stocks Climb on China Recovery Bets: Markets Wrap [Yahoo/Bloomberg] Chinese Stocks in Hong Kong Post Best Start to a Year Since 2018 [Reuters] Gold climbs to six-month peak in thin trade ahead of Fed minutes [Yahoo/Bloomberg] Dollar Makes Strong Start to 2023 After Months-Long Slump [Reuters] Oil slides on worries on China, IMF slow-growth […]
[AP] World markets mixed after S&P 500 ends worst year since 2008 [AP] Russia presses its Ukraine strategy, fires 40 drones at Kyiv [Yahoo/Bloomberg] Ukraine Latest: Drones Shot Down as Kyiv Braces for More Strikes [Yahoo/Bloomberg] ECB’s Nagel Says More Action Needed to Curb Price Expectations [Reuters] Fading supply problems ease downturn in German manufacturing […]
