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[Yahoo/Bloomberg] Mideast Equities Drop Tracking Slump in Oil Prices: Inside EM [AP] Supply bottlenecks leave ships stranded, businesses stymied [CNBC] Covid cases are rising in 21 states as health officials warn against reopening too quickly [Reuters] Turkey’s new central bank chief to meet bankers as lira teeters [Yahoo/Bloomberg] Turkey Central Bank Chief Pledges Permanent Price […]

[CNBC] U.S.-China trade relations remain strained as Biden team takes tough stance similar to Trump [Reuters] ‘Tough’ U.S.-China talks signal rocky start to relations under Biden [AP] Fallout from riot, virus leaves toxic mood on Capitol Hill [Yahoo/Bloomberg] Summers Sees Worst Macroeconomic Policy in 40 Years [Yahoo/Bloomberg] Drought Is the U.S. West’s Next Big Climate […]
The Treasury yield spike runs unabated. Ten-year Treasury yields rose another 10 bps this week to 1.72%, the high since January 23, 2020. The Treasury five-year “breakeven” inflation rate rose to 2.65% in Tuesday trading, the high since July 2008. The Philadelphia Fed’s Business Survey Prices Paid Index surged to a 41-year-high. In the New […]

Time to Build a Portfolio of Real Things Today is “quadruple witching,” with a variety of options and futures contracts expiring. This adds a unique complexity to market behavior. The dust will settle next week, and derivatives will be less of an issue. In addition, FOMC comments and subsequent interpretations throughout the week have added […]

[Yahoo/Bloomberg] Stocks, Yields Fluctuate After Fed Ends Break: Markets Wrap [Reuters] U.S. bond yields dip from 14-month highs, oil stabilises [Yahoo/Bloomberg] China Stocks Slide on Rocky Alaska Talks With U.S. [CNBC] The Fed will not extend a pandemic-crisis rule that had allowed banks to relax capital levels [Yahoo/Bloomberg] Oil’s Swift Rout Triggers the Biggest Weekly […]

This week we cover the price movements of gold, silver, platinum, palladium, the US Dollar Index, DOW, and more. How did the US Dollar index respond to the Federal Reserve comments this week? Thanks for listening, if you enjoy be sure to subscribe to our YouTube channel for weekly precious metals price updates and geopolitical […]

[Yahoo/Bloomberg] Bonds Plunge With Nasdaq on Inflation Risk: Markets Wrap [Yahoo/Bloomberg] Treasury Yields Top 1.75% After Powell Spurs Bets on Inflation [Yahoo/Bloomberg] Oil Is on Longest Run of Declines in Over a Year as Rally Frays [Yahoo/Bloomberg] Treasury Inflation Bets in Full Swing as Fed Holds Off Pushback [Reuters] U.S. weekly jobless claims unexpectedly rise […]

[Yahoo/Bloomberg] Yields Extend Gains Before Fed; Tech Shares Slump: Markets Wrap [Reuters] U.S. Treasury yields hit new highs as key Fed statement looms [Yahoo/Bloomberg] Fed’s Dot Plot May Back Up Powell’s Patience: Decision-Day Guide [Reuters] Back to the ’70s as Fed fuels boom and hopes for no Burns marks [CNBC] The Fed must walk a […]