Beijing, you have a problem...Amid a 'reopening' that is barely noticeable, an ongoing slump in real estate, a brewing (or...
Read moreBy John Kemp, Senior Market Analyst at ReutersElectricity consumption in Texas has broken daily record highs 10 times already in...
Read more"Investors have shifted their trading behavior from a BTD “Buy the dip” market to STR “Sell the Rally” market. This...
Read moreBetter than expected industrial production and a bigger than expected rise in housing starts lifted the Atlanta Fed's GDPNOW forecast...
Read moreWhile other hedge fund managers have been forced to unwind their shorts as the market rallied this summer, it looks...
Read moreDespite the rise in growth expectations (Atlanta Fed's GDPNOW now at +5.8% for Q3 GDP), Goldman's Louis Miller and desk...
Read moreSince the last FOMC meeting (on July 26, when The Fed delivered the expected 25bps hike and almost unchanged statement),...
Read moreAuthored by James Rickards via DailyReckoning.com,From a geopolitical perspective, the U.S. today has never been weaker than since the post-Vietnam...
Read moreThis afternoon at 2pm ET, we will get the minutes from the July FOMC meeting.As a reminder, this is what...
Read moreThanks to some sizable downward revisions in prior months, US Industrial Production rebounded strongly in July, rising 1.0% MoM (considerably...
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