There Is No Gold But Gold
“GOLD.” That’s it; that’s the tweet Jared Dillian has published twice in the last couple days, as
Is There Light at the End of the Inflation Tunnel?
As detailed in the just-released minutes of the January meeting of the Federal Open Market Commit
Investors Shrug Off the PPI as Ukraine Tensions Ease
The Producer Price Index, a measure of wholesale prices and a key input for consumer prices, rose
Will the Fed Be Forced To Make a Move Before March?
The University of Michigan Consumer Sentiment Index for February read 61.7, down from 67.2 in Jan
Pressure on the Fed Rises as the CPI Hits a 40-year High
The Bureau of Labor Statistics reported this morning that the Consumer Price Index for January 20
Between "Inflation and Deflation" Lies More Volatility
Japan Machine Tool Orders, the best leading indicator of the global industrial cycle, accelerated
Did Macron Convince Putin Not To Invade Ukraine?
President Emmanuel Macron of France met with President Vladimir Putin of Russia in Moscow on Mond
Can Small-Cap Stocks Help You Beat Inflation?
The small-cap Russell 2000 Index posted an impressive 14.8% gain during 2021, but nearly all of i
"Whiplash Week" Ends With a Jobs Jolt
It wasn’t just the nonfarm payrolls data for January that moved markets on Friday. Upward revisio
The ECB Joins the Inflation Fight
European Central Bank President Christine LaGarde now concedes the potential need for a rate hike
The Fed Probably Won't Raise Rates Seven Times in 2022
The ADP employment report for January showed a net loss of jobs, consumer spending is slowing, an
Commodity Markets Rise to the Drums of War
It’s already been a good year for hydrocarbons, with crude oil and natural gas prices rising alon
Equity, Bond Prices Suffer Ahead of Fed Tightening Cycle
Stocks surged on the last trading day of the month, but it was still the worst January for the Na
Inflation and Yields and War, Oh My
A favorite Federal Reserve inflation gauge, the core personal consumption expenditures index, mea
GDP Comes in Hot as Investors Prepare for Higher Interest Rates
The Commerce Department reported the fastest annualized rate of U.S. gross domestic product growt