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Market Briefing For Tuesday, March 26, 2024
Article By:
Gene Inger
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Tuesday, March 26, 2024 3:49 AM EDT
Government antitrust overreach is being seen as a concern by markets, at the same time few are disturbed by existential threats of artificial intelligence.
Conference Board Revises 2024 Outlook Up
Article By:
Menzie Chinn
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Sunday, March 24, 2024 11:30 AM EDT
Interestingly, the Conference Board sees near zero growth in 2024Q2-Q3. This is consistent with the term spread based predictions which show a high probability of recession in 2024Q2.
Energy’s Slow Transition
Article By:
Simon Lack
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Sunday, March 24, 2024 8:55 AM EDT
Treasury bills yielding 5.3% are not the worst place to put some cash. Long term expected returns on US large cap equities are generally 5-7%. Schwab expects 6.2%. JPMorgan 7%. The Equity Risk Premium is the lowest it’s been in over two decades.
The BOJ And JPY And Some New Predictions On Global Fertility
Article By:
Claus Vistesen
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Sunday, March 24, 2024 8:16 AM EDT
Last week’s decision by the BOJ to raise its deposit rate above zero for the first time in 17 years cements the BOJ as a counter cyclical indicator, of sorts. Over the past 18 months the BOJ has stubbornly resisted calls to exit NIRP.
In this article: FXY
Market Psychology And Crowd Dynamics: Adapt, Adjust Or Vanish
Article By:
Tactical Investor
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Sunday, March 24, 2024 6:30 AM EDT
In the ever-shifting tides of the markets, a profound truth echoes through the ages: “The crowd is untruth.” This timeless wisdom, imparted by the philosopher Søren Kierkegaard, encapsulates the essence of market psychology and crowd dynamics.
AI Will Fundamentally Transform The Job Market - The Risk Of Mass Unemployment Is Low
Article By:
ING Economics
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Thursday, March 21, 2024 8:23 AM EDT
AI has the potential to radically transform the labor market, impacting workers of all skill levels in a wide variety of companies and sectors. Some jobs will inevitably become obsolete. Yet we don't expect AI to lead to mass unemployment.
A Map Of Global Happiness By Country In 2024
Article By:
Jeff Desjardins
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Thursday, March 21, 2024 6:54 AM EDT
While many inspiring teachings exist about attaining individual happiness, it’s worthwhile to consider how happy entire countries are on a collective scale.
Loonie Weakens After Downbeat Inflation
Article By:
Yohay Elam
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Wednesday, March 20, 2024 9:27 AM EDT
The USD/CAD price analysis is bullish on Wednesday, with the greenback on the front foot ahead of the FOMC meeting. Meanwhile, the Canadian dollar faces headwinds as recent data exposed a notable slump in inflation.
Why Chile Needs The Fed To Start Cutting Pronto
Article By:
ING Economics
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Wednesday, March 20, 2024 5:21 AM EDT
Chile has been off to the races, with big cuts delivered to date. They're far from finished, but should they cut next week, as expected, they will move into the "dodgy zone". This is one where Fed cuts are really needed to justify further easing.
Reflections From The Middle Seat: An Allocators Journey To Private Capital Advisory
Article By:
AllAboutAlpha
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Tuesday, March 19, 2024 9:32 AM EDT
I left a limited partner seat in April 2022 to join the Private Capital Advisory team at Raymond James and have received many questions weekly since from both LPs and General Partners.
Costco Wholesale Grand Super Cycle Upside Target
Article By:
Elliottwave Forecast
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Monday, March 18, 2024 9:42 AM EDT
Costco Wholesale Corporation went public on December 5, 1985 at $10.00 per share (before stock splits). It’s considered as one of the good performing stocks with only 9 negative years out of 37.
In this article: COST
The Yawning Global Fiscal Pit
Article By:
Martin Hutchinson
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Monday, March 18, 2024 9:12 AM EDT
President Biden recently produced his Budget for the next fiscal year, with projections for the next ten years; it proposes a series of trillion-dollar deficits, beginning with $1.78 trillion in the year to September 2025.
Three Fantasyland Budget Projections By The Fed, Biden, And Congress
Article By:
Mish Shedlock
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Monday, March 18, 2024 9:02 AM EDT
Has the Fed, the nonpartisan Congressional Budget Office, or the White House Office of Management & Budget ever forecast a recession? The answers are no, no, and no.
Does Taxing Capital Encourage Capital Formation?
Article By:
Scott Sumner
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Monday, March 18, 2024 7:05 AM EDT
An economy where each organization is self-sufficient is much less efficient than an economy structured around specialization and trade.
Are You Worried About China Siphoning Off Your Personal Data And Manipulating Your Thoughts Via Tik Tok?
Article By:
Robert Reich
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Sunday, March 17, 2024 11:47 AM EDT
Should you be more worried about China siphoning off your personal data and manipulating your thoughts via TikTok, or American billionaires siphoning off your personal data and manipulating your thoughts via TikTok?