Daily Briefing and from the Vault

The Bureau of Labor Statistics reported this morning that the…

Pressure on the Fed Rises as the CPI Hits a 40-year High

Japan Machine Tool Orders, the best leading indicator of the…

Between “Inflation and Deflation” Lies More Volatility

President Emmanuel Macron of France met with President Vladimir Putin…

Did Macron Convince Putin Not To Invade Ukraine?

The small-cap Russell 2000 Index posted an impressive 14.8% gain…

Can Small-Cap Stocks Help You Beat Inflation?

It wasn’t just the nonfarm payrolls data for January that…

“Whiplash Week” Ends With a Jobs Jolt

European Central Bank President Christine LaGarde now concedes the potential…

The ECB Joins the Inflation Fight

The ADP employment report for January showed a net loss…

The Fed Probably Won’t Raise Rates Seven Times in 2022

It’s already been a good year for hydrocarbons, with crude…

Commodity Markets Rise to the Drums of War

Stocks surged on the last trading day of the month,…

Equity, Bond Prices Suffer Ahead of Fed Tightening Cycle

A favorite Federal Reserve inflation gauge, the core personal consumption…

Inflation and Yields and War, Oh My

The Commerce Department reported the fastest annualized rate of U.S.…

GDP Comes in Hot as Investors Prepare for Higher Interest Rates

The Federal Open Market Committee said today “it will soon…

Stocks Surrender Gains, Treasury Yields Rise Following FOMC Statement

The U.S. appears to be ramping up its support of…

Geo-Macro Tensions, Central Bank Questions Exacerbate Selling Pressures

The Biden administration is preparing to deploy troops and equipment…

Great Power Games Could Leave Europeans Out in the Cold

Cryptocurrencies are crashing, stocks are tanking, bonds are rallying, and…

It’s the End of the Pandemic Rally As We Knew It

The commodity “super cycle” chorus will only get louder with…

It’s Beginning to Look a Lot Like Another Commodity “Super Cycle”

U.S. equity indexes bounced between “green” and “red” today, reflecting…

Equity Indexes Reflect Investor Uncertainty Amid Rising Inflation

Bond yields rose across the curve Tuesday and stocks sank,…

Yields Surge to Pre-Pandemic Levels as Investors Anticipate Fed Action

U.S. retail sales fell in December as surging prices hit…

Opportunity in Uncertainty: Where Raoul Pal’s Looking as Inflation Weighs on Consumers

In today’s volatile trading environment, charts can be a clear…

Reading the Charts: Expect a Correction Soon

December’s Consumer Price Index (CPI) rose by 7% year-over-year, the…

U.S. Inflation Hits 7%, and HSBC Issues Dire Warning–Here’s Why

During a hearing for his re-confirmation as Fed Chair, Jerome…

Is the Rebound Real? Tech Leads Market Higher as Powell Says Economy Looks Bright

Goldman Sachs expects a more aggressive Fed this year with…

Big Tech Tumbles & Crypto Dips: How Low Can Prices Go?

Non-farm payrolls in the U.S. rose by 199,000 in December,…

What Does the December Jobs Report Tell Us About Growth?