As we share below, the market is betting on a 50 bps Fed rate cut at tomorrow’s FOMC meeting....
The Yen And Fed Funds Futures Warn Against Complacency
Despite improving investor sentiment as the markets approach all-time highs, recent price action in...
Oil Prices Fall As China Slows
As we share in the graph below, crude oil prices peaked at $95 a barrel a year ago. More recently,...
Online Prices Point To Deflation
The Adobe Digital Price Index claims to use data from over one trillion online consumer...
Is Bitcoin A Valuable Asset To Own During Fed Rate Cuts?
Yesterday’s commentary answered a question from a reader about our thoughts on owning gold or...
Are Gold Miners Better Than Gold?
This past weekend, we received this question from a reader. The question is in reference to our...
50 bps or 25 bps? The BLS Report Leaves The Market In Limbo
Heading into last Friday’s BLS employment report, the Fed Funds futures market put equal odds...
Is GDP Overstated Like Job Growth?
A week ago, the BLS revised lower the number of employed persons by nearly 900,000. Given that...
Nvidia Legal Woes May Benefit AMD And Others
Nvidia faces legal woes as the Justice Department subpoenaed the company over antitrust concerns....
The Treasury Yield Curve Sets Off A Recession Warning
“The level of U.S. Treasury yields and the changing shape of the Treasury yield curve provide...