We still think that gridlock would be the most bullish outcome of the November 5 presidential and congressional elections, making it difficult…
The week ahead is jampacked with key indicators for the labor market, economic growth, and inflation, as well as more Q3 S&…
Fed officials indicated that the September 18 rate cut was likely to be followed by more cuts. They deemed that 5.25%…
The US presidential and congressional elections aren't until November 5, but the Bond Vigilantes are voting early. The 10-year US…
The three-day BRICS summit of emerging market economies (EMEs) in Kazan, Russia concluded today. The group launched by Brazil, Russia, India, and…
The US presidential and congressional elections aren't until November 5, but the Bond Vigilantes are voting early. The 10-year US…
We've been recommending overweighting the US in global equity portfolios since 2010. We still are, and it is still working…
We've been asked to comment on yesterday's grim forecast by economists at Goldman Sachs that the S&…
Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To Short Bonds?…
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The economic week ahead will provide updates on the overall economy, manufacturing, and housing. Last week's jobless claims (Thu) will…
The Misery Index is the sum of the unemployment rate and the inflation rate (measured as the yearly percent change in the…
