Erik Norland / Заголовки новостей
Could Gold Outperform Equities?
With the Fed expected to pause its monetary tightening policy that began 20 months ago, could gold outperform equities? дальше »
2023-11-10 10:00
Can U.S. Avoid a Recession This Time?
U.S. economic growth continues to defy expectations despite the Fed raising rates to their highest levels in more than two decades. дальше »
2023-11-4 09:00
Could AI Help Dampen Inflation?
A shrinking workforce in major economies, among other factors, could lift wages and inflation, but could articificial intelligence be a counterpoint? дальше »
2023-10-27 09:00
Are Options Signaling an Impending Spike in Volatility?
Options trends over the past 30 years show that Fed's tightening of monetary policy tends to lead to a spike in market volatility. дальше »
2023-10-9 09:00
Could Surge in Mortgage Rates Imperil Housing Market?
Mortgage rates have soared to their highest level in more than 20 years, posing a potential threat to the housing market. дальше »
2023-9-30 09:00
Europe's Rates Dilemma
The European Central Bank is in a bind, facing the need to continue raising rates to battle sticky inflation without causing a downturn. дальше »
2023-9-14 17:00
Inflation Wears Out Its Welcome in Japan
Japan embraced the rise in consumer prices after years of deflation, but inflation has now begun to take a toll. дальше »
2023-8-26 09:00
Three Drivers of Ether-Bitcoin Prices
The exchange rate between the two most popular cryptocurrencies are driven by three primary factors, including tech stocks. дальше »
2023-8-9 09:00
Four Factors That Impact Yen-Dollar Exchange Rate
The Bank of Japan's decision to ease its yield curve controls filter through the currency and bond markets. дальше »
2023-8-9 09:00
Three Factors Driving the Ether-Bitcoin Price Nexus
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2023-7-29 09:00
Euro, Pound Rebound Against U.S. Dollar as Rates, Inflation Trends Diverge
The prospect of more rate hikes in Europe, and U.S. monetary tightening likely coming to an end is impacting currencies. дальше »
2023-7-29 09:00
Market Trend: Crude Oil Rises and Falls with Soybean Oil
There is a pattern of crude oil prices tracking the soybean oil market with a lag in its rallies and slumps. дальше »
2023-7-29 09:00
Has U.S. Already Won the Inflation Battle?
In real life, homeowners do not pay themselves rent. If this inflation measure is stripped out, core inflation will be way below the elevated official level. дальше »
2023-7-21 09:00
Gold: The Often Unseen Hand of Supply in Long-Term Price Discovery
Day-to-day movements in gold prices are primarily led by demand-related factors, but supply plays a big role over the long haul. дальше »
2023-7-13 09:00
Gold's Supply-Side Price Dynamic
Changes to supply from mining, secondary recovery, and purchases by central banks impact prices just like demand-driven factors. дальше »
2023-7-13 09:00
Oil: Flex Jobs, Fuel Efficiency Stymie Rally from Output Cuts
Demand for oil has been weakened by Americans driving less as they work from home and amid the increasing use of fuel-efficient cars. дальше »
2023-6-29 09:00
Oil Slumps Despite Output Cuts
Oil prices have tumbled about 40% from a year ago despite OPEC+ curtailing production. Weak demand is weighing on the market. дальше »
2023-6-29 09:00
LATAM Led the Way in Rate Hikes. Possibly Recession, Too?
Could Latin American nations, which raised rates even before the Fed, drag the global economy into a recession? дальше »
2023-6-15 09:00
Divergence in Path Ahead for Interest Rates
Further rate hikes in countries like the UK and Australia could possibly crash their red-hot real estate sectors by increasing mortgage costs. дальше »
2023-6-10 09:00
If There is an Economic Downturn, When Will It Begin?
Out of the six Fed monetary tightening cycles in the past 40 years, a recession followed four of the rate hikes. дальше »
2023-6-2 09:00
Debt Ceiling: Will Stocks, Yields Tumble Like in 2011?
The U.S. has never defaulted on its debt, but when it came close in 2011, stocks and Treasury yields tumbled. дальше »
2023-5-23 09:00
Headline Inflation Eases, but Core Inflation Remains Sticky
Consumer prices have been moderating amid a decline in energy prices, but core inflation has only come down marginally. дальше »
2022-11-23 10:00
Diverging Sentiments in Wheat Vs. Corn and Soybeans
Futures and options are signaling a risk of higher prices for wheat amid the Russia-Ukraine conflict, and flat-to-weaker prices for corn and soybean. дальше »
2022-11-18 10:00
Futures/Options Traders Differ on Path of Oil Market
Futures are pricing a backwardation, or a decline in prices, while options traders see a greater risk of the market moving higher rather than lower. дальше »
2022-11-18 10:00
Do Fed Rate Hikes Amount to Monetary Tightening?
Despite multiple rate hikes by the Fed and other central banks, inflation levels in the U.S. and Europe are still well above policy rates. дальше »
2022-11-9 10:00
Australia: As Rates Rise, Focus Shifts to Real Estate Sector
Investors in the bond market envisage inflation returning to 2.5% in 2023 from above 8% currently. Can consumer prices retreat this quickly? дальше »
2022-11-9 09:00
Investor Expectations for Inflation: Upside, Downside Risks
Investors in the bond market envisage inflation returning to 2.5% in 2023 from above 8% currently. Can consumer prices retreat this quickly? дальше »
2022-10-31 09:00
Why Are Semiconductors Trailing Tech Stocks?
Semiconductors outperformed the broader tech sector in the last decade, but 2022 has been a tough year amid growing deglobalization. дальше »
2022-10-24 09:00
Deglobalization, Geopolitics Fragment Semiconductors
Semiconductors are lagging the broader technology sector in price performance this year due in part to growing fragmentation of the sector. дальше »
2022-10-24 09:00
Has Sell-Off Undervalued Equities?
Has the sharp drop in market capitalization of stocks made them undervalued? Not when compared with rising bond yields. дальше »
2022-10-24 09:00
Could Gold Outperform Copper in 2023 as Housing Cools?
Gold and copper prices tend to move in the same direction, but a cooling of the red-hot housing sector could give the yellow metal an edge next year. дальше »
2022-10-16 09:00
Equities-Gold Trends Amid Inflation, Global Events
Equities have achieved huge gains over the past century when measured in U.S. dollars. But how have they performed relative to gold? дальше »
2022-9-28 09:00
Implications of High Energy Costs in Europe and Asia
Natural gas prices in Europe and Asia are about five and eight times higher, respectively, than in the U.S. дальше »
2022-9-28 09:00
Will Gold Outperform Equities?
A historical look at the performance of gold relative to equities based on geopolitical developments and the state of inflation. дальше »
2022-9-13 09:00
Will Gold Gain on Silver?
Silver tends to perform well during periods of economic prosperity, but gold is considered a haven when growth faces headwinds. дальше »
2022-9-8 09:00
Could Tight Labor Market Keep Inflation Elevated?
Inflation declined slightly in July but could rising wages and a tight labor market keep consumer prices elevated? дальше »
2022-8-29 09:00
What Makes Silver Prices Outperform, or Trail, Gold
There are three key factors that can cause silver to outperform gold for a period of time, or trail the yellow metal. дальше »
2022-8-21 09:00
Supply as a Long-Term Driver of Gold and Silver Prices
It's highly profitable to mine gold and silver at current prices, but miners are not in a rush to open new mines. дальше »
2022-8-4 09:00
Could Home Rental Costs Prolong High U.S. Inflation?
The surge in home prices to record highs could lead to home rentals peaking in March 2024, possibly prolonging high inflation. дальше »
2022-7-27 21:55
Spotting an Economic Recession
Fed rate hikes have raised volatility in equities and flattened the yield curve in a possible sign of an impending recession. дальше »
2022-7-25 09:00
Gold/Silver: The Understated Importance of Supply
Demand factors tend to typically drive prices of gold and silver, but supply can play a significant role over the long term. дальше »
2022-7-25 09:00
Could VIX-Yield Curve Cycle Predict Next Recession?
The Fed has been raising rates aggressively to beat back high inflation, with some expectations for the economy to enter a recession. дальше »
2022-7-25 09:00
What Drove the Euro to 20-Year Low Against the Dollar?
A combination of differences in monetary policy, budget deficits and trade balances trigger euro's slump against the dollar. дальше »
2022-7-15 20:15
Could Rising Rates Trigger Debt Crisis?
There has been no debt crisis in Europe for over a decade, but could impending rate hikes change that? дальше »
2022-7-15 09:00
No Sign of Recession Fears in Fixed-Income Markets
Even as the word recession is popping up increasingly in Google searches, the fixed-income markets seem unfazed. дальше »
2022-7-15 09:00
Is France at Risk of a Debt Crisis?
France has more debt than any other eurozone nation, and the cost of financing them is about to rise. дальше »
2022-6-30 09:00
Fed's Dilemma with Rates and Equities
Will the Fed keep hiking rates even as equities tumble, or will the central bank be steadfast in beating inflation with tighter policy? дальше »
2022-6-28 09:00
Fed Quantitative Tightening, Dividends and Risk to Equities
Could Fed's reversal of quantitative easing deepen the rout in equities? Dividends might offer a clue. дальше »
2022-6-20 09:00
Copper Options Signal Uncertainty
Implied volatility in copper options is higher than the pre-pandemic range, signaling an elevated level of market uncertainty. дальше »
2022-6-15 09:00
The Fed "Put" is as Good as Gone
The Fed used to come to the aid of equities when they fell below a certain threshold. High inflation could make that a thing of the past. дальше »