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Market Call: Carry-Trade Unwind Part II
Technology· · 3 min read ·Members

Market Call: Carry-Trade Unwind Part II

Something doesn't make sense. Why are stock prices falling when the Fed is set to lower interest rates to avert…

The Great Normalization
Employment· · 3 min read ·Members

The Great Normalization

Oops: Bloomberg reported on Tuesday after the stock market closed, that the Department of Justice (DOJ) had sent Nvidia a subpoena related…

September Has Been A Busy Month So Far
Yield Curve· · 3 min read ·Members

September Has Been A Busy Month So Far

During the first two trading days of September, stock prices, oil prices, and bond yields fell sharply; the Department of Justice (DOJ)…

Dr Ed's Video Webcast 9/4/24
Video Webcasts· · 1 min read ·Members

Dr Ed's Video Webcast 9/4/24

Today, Dr. Ed puts the notion of a recession still to come into perspective. Since 1945, the US economy has been in…

Looking For Black Swans In September
M-PMI· · 3 min read ·Members

Looking For Black Swans In September

September has just started, and it is already living up to its reputation of being the toughest month of the year for…

The Economic Week Ahead: September 2-6
Week Ahead· · 2 min read ·Members

The Economic Week Ahead: September 2-6

The shortened week ahead is an important one for labor market indicators. We expect them to show that August's employment…

Bonus Content: China In 10 Charts
China· · 2 min read

Bonus Content: China In 10 Charts

(1) Chinese consumers are depressed. (2) Home prices are falling in China. (3) Chinese stock prices are on downward trends led by…

US Economy Still Flying High
GDP· · 3 min read ·Members

US Economy Still Flying High

Today was a Roaring 2020s kind of day. The DJIA jumped to yet another record high. Stock prices rose even as Nvidia…

Are Home Prices Just Too D@mn!#$ High?
Housing Market· · 2 min read ·Members

Are Home Prices Just Too D@mn!#$ High?

We were surprised to see the sharp drop in the percentage of survey respondents with plans to buy any home within the…