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Storm Watch The storm stalking global markets is rapidly deepening. As it develops and approaches, more significant impacts are increasingly being felt. The headlining price action this week was the rout in bonds, surging yields, continued strength in the dollar, and very mixed commodity moves. While the weekly decline in major equity markets was relatively […]
[AP] Ukraine braces for escalated attacks ahead of Russia’s V-Day [Yahoo/Bloomberg] Ukraine Latest: Gazprom Reassures Buyers; Croatia Oil Ban Delay [Reuters] Senior Russian lawmaker says U.S. directly involved in Ukraine fighting [Reuters] Fed hawks Waller, Bullard push back on ‘behind the curve’ view [Yahoo/Bloomberg] Russia Can’t Shake Default Risk After Last-Minute Bond Payment [Yahoo/Bloomberg] Big […]
The Global Bubble, several decades in the making, is in the process of bursting. A new cycle is emerging, replete with extraordinary uncertainties. Acute instability has become a permanent feature, at least through the cycle transition phase. These are not statements made to be provocative, but rather to offer an analytical framework that might help […]
[NBC] U.S. intel helped Ukraine sink Russian flagship Moskva, officials say [Yahoo/Bloomberg] Stocks Fall, Bond Yields Climb After Jobs Data: Markets Wrap [Yahoo/Bloomberg] China Tech Stocks Face Renewed Selling as Growth Worries Mount [Yahoo/Bloomberg] Offshore Yuan Slides Past 6.7 Per Dollar on Greenback Strength [Yahoo/Bloomberg] European Bond Markets Slowly Splinter as End to Stimulus Nears […]
The Federal Reserve raised interest rates Wednesday by a half-percentage point, setting the table for gold to immediately react along with the equities sector. As of Thursday morning May 5, stocks have given up their post FOMC gains, while gold remains strongly positioned. We will cover the price movements of gold, silver, the US dollar […]
[AP] Ukraine repels Russian attacks; Mariupol plant battle rages [AP] Russian strikes try to disrupt delivery of Western weapons [MSN/NYT] U.S. Intelligence Is Helping Ukraine Kill Russian Generals, Officials Say [Reuters] U.S. intelligence helping Ukraine kill Russian generals -NY Times [Yahoo/Bloomberg] U.S. Stocks Slip as Inflation Fear Stalls Rally: Markets Wrap [Yahoo/Bloomberg] Oil Pares Gains […]
[Reuters] EU targets Russian oil, banks as Moscow’s ally Belarus stages army drills [Yahoo/Bloomberg] Ukraine Latest: EU Plans Oil Ban as Putin Seeks to Cement Gains [Reuters] Russia warns NATO: transport carrying weapons in Ukraine is a ‘target’ [Reuters] EU proposes Russian oil ban to make Putin ‘pay high price’ for Ukraine [Reuters] Russian strikes […]
FED Loses $500 billion in Q1 Netflix down 70% from peak, Amazon 30% down Japanese Yen loses 80% relative to gold in 22 years The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Mortgage Rates Explode… Housing Affordability Threshold? April 3, 2022 “The speed and ferocity of reducing a mammoth size presence in the […]
