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‘Vice’ Index Shows U.S. Slowdown Ahead
Authored by Andrew Zaitlin via MoneyBallEconomics.com, Slower Spending Growth In Q3 When Vice spending momentum began to slow in February, I blamed near-term noise. I thought it might be tied to...
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Yellen’s Dovish Turn: Concerned About Inflation, Sees Little Room For Rate...
Fed Chair Janet Yellen's prepared remarks confirm her previous stance that they will keep normalizing their policy stance (no matter what), bringing forward the timeline for unwinding the balance...
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How Big Of A “Deleveraging” Are We Talking About?
Authored by Lance Roberts via RealInvestmentAdvice.com, Last week, I discussed the issue of debt and why “people buy payments.” This article generated much discussion and several emails including the...
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“It’s Time For Markets To Catch On”– Central Bankers Warn ‘Investors Are Too...
Authored by Lena Komileva, originally posted at The Financial Times, The US Federal Reserve raised rates for the third time in six months in June, even though inflation had stayed below its 2 per cent...
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“I Was Wrong”: Albert Edwards Finds Something That Has Never Happened Before
At the start of the year, we were surprised when SocGen’s Albert “Ice Age” Edwards, the biggest perma-deflationist on Wall Street, flipped his outlook on the US economy, and said he now expected a fast...
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August Payrolls Preview: Prepare For Disappointment
If there is one common theme across sellside previews of tomorrow’s nonfarm payrolls number, expected at 180K after a surprising jump to 209K in July, it is to brace for disappointment, or in Wall...
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Full Preview Of Tomorrow’s “Historic” FOMC Meeting
It is virtually guaranteed that tomorrow the FOMC will make history by officially announcing the Fed’s plan to begin shrinking its balance sheet through the gradual phasing out of bond reinvestments,...
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Global Bond Rout Accelerates Even As Dollar Rally Fizzles
In a continuation of trading patterns observed over the previous two days, on Thursday the global bond rout deepened in the aftermath of the release of President Trump’s tax-cut plan, Janet Yellen’s...
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Watch Live: Janet Yellen Makes Final Appearance Before Congress
With only three weeks left until her final meeting as chairwoman of the FOMC, Fed Chairwoman Janet Yellen today will make what's expected to be her final appearance before Congress when she delivers...
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Key Events In The Last Week Before Christmas
It might be the last full week before Christmas – with both newsflow and trading volumes set to slide substantially – but there’s still a few interesting events and data releases to look forward to...
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