Erik Norland / Заголовки новостей 
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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 »
2022-6-15 09:00
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Dividend Payouts Set to Slip
An expected slowdown in dividend payment growth next year could be among the reasons for the recent sell-off in equities. дальше »
2022-6-3 09:34
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Concerns Emerge Even as Dividends Rise
Dividend payments are rising even as equity markets retreat, but rising input costs and long-term bond yields pose headwinds. дальше »
2022-5-30 22:09
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Bond Yields in Focus
Are investors happy with the Fed's actions to rein in inflation? Bond yields might have the answer in the coming weeks. дальше »
2022-5-18 09:00
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Budget Dynamic Intersects with Fed Balance Sheet Shrinkage
The Fed will begin to reduce its nearly $9-trillion balance sheet at a time when budget deficits have been shrinking. дальше »
2022-5-5 22:15
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Long-Term Rates and the Supply of Debt
A look at the supply of long-term debt and its impact on interest rates. дальше »
2022-4-29 09:00
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Cautious Scenario for Dividend Growth
Higher interest rates, wages and commodity prices could be headwinds for growth in dividend payouts дальше »
2022-4-20 09:00
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Evolving Investor Expectations
We assess how investor expectations are evolving on a number of fronts, from inflation to interest rates and oil prices. дальше »
2022-4-14 09:00
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The Hunt for Workers
Employers are looking for another 11.7 million workers at a time when the economy is just 1.5 million jobs short of full employment. дальше »
2022-4-14 09:00
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Why is China's Yuan Climbing?
The yuan has been gaining in strength against the U.S. dollar even as the two countries' monetary policies diverge. дальше »
2022-4-9 09:00
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Reasons for Copper's Record Rally
The transition to electric vehicles is among five factors that have driven copper prices to record highs. дальше »
2022-4-9 09:00
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Why is the Yen Falling Against the U.S. Dollar?
The yen has tumbled to a seven-year low against the U.S. dollar. We examine the fundamental reasons behind this dynamic. дальше »
2022-4-2 09:00
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Bonds Buffering Equities from Rate Hikes?
Equity valuations remain robust despite prospects of multiple rate hikes amid a flat yield curve beyond the three-year point. дальше »
2022-3-28 09:00
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Equities' Reaction to Fed Policy
A look at why the reaction of equities to the Fed's policy changes has largely been muted so far. дальше »
2022-3-24 09:00
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Factors that can Sway Pace of Rate Hikes
High inflation could cause the Fed to raise rates above expectations, but what if growth and consumer spending slow down? дальше »
2022-3-15 09:00
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Spotting Bitcoin Rallies and Slumps
A surge in fees charged by miners often precedes a slump in bitcoin prices, and the fees tend to drop ahead of rallies. дальше »
2022-3-1 10:00
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Is Gold About to Break-Out of Narrow Trading Range?
As expectations for rate hikes peak, gold might be at the cusp of breaking out of its months-long narrow trading range. дальше »
2022-2-24 10:00
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Mining Revenue and Bitcoin Trends
The level of miners' revenue per transaction could offer insights into the rise and fall of bitcoin prices. дальше »
2022-2-16 10:00
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Gold Caught Between Inflation and Rate Expectations
With inflation topping 7%, gold as a traditional hedge against rising consumer prices should be rallying. But why is it not? дальше »
2022-2-14 10:00
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How Balance Sheet Shrinkage Impacts Volatility
With the Fed set to shrink its balance sheet, we examine how such exercises in the past impacted volatility. дальше »
2022-2-9 10:00
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Fed Rate Hikes: Expectations and Reality
A review of how investor expectations compared with actual Fed rate hikes over the last four tightening cycles. дальше »
2022-2-7 10:00
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