Content
The Post-COVID US Economic Environment
Podcast By:
The Milwaukee Company
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Thursday, February 25, 2021 4:42 AM EST
Andy and Dimitri discuss the outlook for the U.S. economy in the months ahead, the risk of inflation in 2021, whether a stock market correction is imminent, and more.
Globalization And Inflation Risks
Article By:
Menzie Chinn
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Thursday, February 25, 2021 3:54 AM EST
In a globalized American economy, are domestic determinants (e.g., US output gap) the only important factors?
The Fed Can't Fool All The Investors All The Time
Video By:
Peter Schiff
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Thursday, February 25, 2021 3:48 AM EST
Jerome Powell becomes more dovish each time he speaks. US Dollar hits new low against Australian and Canadian Dollar.
Nine Percent Of GDP Fiscal, Ha! Try Forty
Article By:
Jeffrey P. Snider
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Wednesday, February 24, 2021 10:39 PM EST
Fear of the ultra-inflationary aspects of fiscal overdrive. This is the current message, but according to what basis?
Powell Disses Inflation And Ignores Questions From Congress About Leverage
Article By:
Mish Shedlock
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Wednesday, February 24, 2021 9:02 PM EST
Today was day two of Congressional testimony by Fed Chair Jerome Powell. It was another day of market-soothing talk.
New Home Sales Rise M/M, But Signal Caution For Housing Market Going Forward
Article By:
New Deal Democrat
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Wednesday, February 24, 2021 3:01 PM EST
New home sales increased to a three-month annualized high of 923,000 in January. This is of a piece with the positive news last week on housing permits.
New Home Sales Up 4.3% In January
Article By:
Jill Mislinski
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Wednesday, February 24, 2021 2:36 PM EST
This morning's release of the January New Home Sales from the Census Bureau came in at 923K, up 4.3% month-over-month from a revised 885K in December.
Higher Yields And Commodity Prices Intensify Recessions
Article By:
Danielle Park, CFA
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Wednesday, February 24, 2021 2:24 PM EST
Commodity prices and inflation expectations (below since 1995) have been following government and central bank stimulus flows higher over the past six months.
Is Rising Inflation About To Hit U.S. Economy In Big Way?
Article By:
Chris Kimble
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Wednesday, February 24, 2021 11:56 AM EST
A multi-year resistance/breakout test is in play for Crude Oil and Bond Yields at the same time.
Timing The Tantrum: The Market Implications Of A Big Treasury Sell-Off
Article By:
ING Economics
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Wednesday, February 24, 2021 11:13 AM EST
Growing confidence in the global recovery, especially in the US, is leading to speculation over when the Fed might take its foot off the accelerator and buy fewer Treasuries and Agencies.
Inflation Phases: From Deflation Repair To Inflation Despair
Article By:
Tyler Durden
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Wednesday, February 24, 2021 10:27 AM EST
With inflation expectations and real rates both rising sharply higher, the drag from bonds and pressure for higher equity allocations increases, also as bond yields remain close to the zero lower bound.
January 2021 Trucking Improved
Article By:
Steven Hansen
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Wednesday, February 24, 2021 10:26 AM EST
Headline data for the CASS Freight Index show that truck volumes show volumes grew month-over-month - and the year-over-year growth advanced further in positive territory. The American Trucking Association index improved and now is in expansion.
Some Thoughts On Gold, Real Yields, And Inflation
Article By:
Michael Ashton
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Wednesday, February 24, 2021 9:56 AM EST
TIPS-style inflation-linked bonds (more properly known as Canadian-style) pay a fixed coupon on a principal amount that varies with the price level.
In this article: GLD