Bottom line, the dollar’s giant gains cannot continue indefinitely and when they stop, it could be a horrible crash. That’s ...

We document the size of that risk premium in the graph below, which shows the zero-coupon yield ... the future probability of ...

Potential correction, gold vs. dollar dynamics, U.S. dollar and more. Click here to find out more about the market outlook.

Long-term musing: As many have suspected for some time, nowhere is inflation coming down to central bank targets of 2%. As ...

Extreme bond market agitation has put the Federal Reserve in a bind. It can either cool long-term inflation fears or ...

In short, inflation is very close to being “just ... While U.S. small caps are mired in an earnings recession. Chart 6: Earnings trends mirror stock returns Taking a closer look at earnings ...

A global recession in 2025 could be inevitable due to peak oil, rising interest rates, and energy scarcity, which will cause economic contraction, industrial decline, and social unrest.

Further divergencies from the seemingly strong macroeconomic data are found in consumer loan delinquencies. Credit card and auto loan delinquencies have spiked upward, and along with those, so have ...

The S&P 500 and Nasdaq have both felt pressure as shares of major tech companies came under pressure Monday. Investors ...

Put succinctly: Inflation is down, the economy is growing, and unemployment is low. This seems like the so-called soft landing, where the economy comes under control without a recession.

which is crucial for addressing rent and home price inflation. This sector is closely tied to the overall economic cycle and tends to show patterns before every recession observed in recent modern ...

Apparently unbeknownst to my Republican friends, the effort to cut ‘government waste’ has a long, bipartisan, history in the ...