• November 14, 2024

USD/JPY, Gold Face Potential Downside as US Bond Yields Surpass Election Peak

US Treasury yields spike, driving USD/JPY higher and precious metals lower Bond market volatility intensifies as traders demand more compensation Long-dated yields surge whi...

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• November 13, 2024

Can the ‘Obvious Loser’ Actually Win? The Case for China Stocks

Why this "obvious loser" of the election may actually be a big winner... Trumphoria is gripping markets — everyone expects a repeat of the 2016 bull run when Trump first got elected. ...

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• November 13, 2024

Could This Really Indicate a Top for Stocks, Copper, and Gold?

We saw a small move up in the precious metals sector (and then back down), which is completely in tune with what I wrote yesterday, and as such, it doesn’t change the outlook. Indicator...

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• November 13, 2024

Australia Hiring Gains Slow Even as Unemployment Is Steady

(Bloomberg) -- Australia’s run of hiring gains slowed in October, while the unemployment rate held steady, underscoring the resilience of the labor market to elevated interest rates. Employ...

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• November 13, 2024

Greenlight's Einhorn expects inflation to pick up under Trump

By Carolina Mandl NEW YORK (Reuters) - Greenlight Capital President David Einhorn said on Wednesday he has added some inflationary protection to his hedge fund portfolio as he believes that infla...

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• November 13, 2024

Today's CPI Print Proves the Fed Decision Was a Policy Error or Worse

I said two months ago that I didn’t think the Fed should ease, but they would anyway. And they did, by cutting overnight rates 50bps. Then last month I said: “Getting rates back to neut...

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• November 13, 2024

Futures dip as focus shifts to inflation data for clues on Fed's rate path

By Lisa Pauline Mattackal and Purvi Agarwal (Reuters) -U.S. stock index futures edged lower on Wednesday as Treasury yields moved higher and weighed on rate-sensitive equities ahead of crucial in...

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• November 13, 2024

TSX futures edge lower ahead of US inflation data

(Reuters) - Futures tied to Canada's main stock index marginally fell on Wednesday, mirroring Wall Street peers, ahead of key U.S. inflation data due later in the day. December futures on the S&P...

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• November 13, 2024

Rising Treasury Yields Raise Doubts About Another Fed Rate Cut

Fed funds futures are still leaning into expectations that the Federal Reserve will reduce its target rate next by a quarter point, but the related confidence of the forecast is slippi...

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• November 13, 2024

Investors expect more growth and inflation after Trump win, BofA survey shows

LONDON (Reuters) - Global investors changed their expectations on the global economy in the wake of Donald Trump's election win, and now see higher growth than they did before, as well as higher inf...

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