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Buy EQWL
$127.90
-0.640 (-0.498%)
At Close: Jun 03, 2026
Macro: Inflation And Policy
10:48am, Sunday, 23'rd Aug 2020
Most of the high-income countries, with the notable exception of the UK, reported disappointing economic data in recent days. US data was decidedly mixed.
Week Ahead - Jackson Hole Goes Virtual
09:24am, Sunday, 23'rd Aug 2020
It's been a relatively slow summer so far as we prepare for a huge run in to the end of the year. A potential multi-trillion dollar stimulus plan, COVID vaccine and fierce White House race awaits us i
What Did The Fed's July Meeting Minutes Reveal?
05:44pm, Saturday, 22'nd Aug 2020
Is the Fed moving to an average inflation targeting approach? Three watchpoints for markets in the short term.
Contemplating The (No Deal) Cliff
05:34pm, Saturday, 22'nd Aug 2020
Deutsche Bank research outlines what they think is likely (baseline) and what a no-deal means for disposable personal income.
MacroView: March Was A Correction, Bear Market Still Lurks
03:39pm, Saturday, 22'nd Aug 2020
As we have been discussing, this past week, the S&P 500 index set an all-time high. Importantly, the breakout to all-time highs confirms the 35% decline in March was only a correction and not a bear m
Federal Reserve Watch: Central Bank Swaps Tapering Off
02:25pm, Saturday, 22'nd Aug 2020
One of the major efforts made by the Fed to combat the economic recession and possible liquidity crisis was to create a central bank swap facility with foreign central banks.
Monthly Macro Monitor - August 2020
05:35am, Friday, 21'st Aug 2020
Different markets may interpret the data in different ways, so all markets may not agree. That's what we find now with stocks apparently predicting a boom, bonds trading like it is doomsday and commod
All Markets Are Now Monetized
04:46am, Friday, 21'st Aug 2020
The S&P 500 is at an all-time high. Its P/E ratio is only slightly below the 2000 peak.
2020 U.S. Election Primer
04:00am, Friday, 21'st Aug 2020
The economic hit from the COVID-19 pandemic decreased Trump's favorability and his probability of reelection, but economic improvement between now and Election Day could improve his odds.
Financialization: Explaining The Disconnect Between Financial Markets And The Real Economy, Part 3
12:31am, Friday, 21'st Aug 2020
The financialization process offers clear insights into the ongoing disconnect between asset valuations and the real economy.
The Best Thing For Asset Prices Is A Deep Recession: Hirst
11:22pm, Thursday, 20'th Aug 2020
We may be one inflationary spike away from a deflationary bust because proper inflation will destroy people’s ability to pay off their debt and cause more economic wreckage going forward.
Sentiment Speaks: How Prepared Are You For A Drop In The Nasdaq?
08:00am, Thursday, 20'th Aug 2020
The Nasdaq has continued to climb higher over the past several weeks. Topping signals are beginning to develop.
Why, In The Face Of The Worst U.S. Economy Since The Great Depression, Is The Stock Market Near Record Highs?
08:17am, Wednesday, 19'th Aug 2020
Interest rates are the lowest they have ever been, whether we measure in terms of corporate bonds, US Treasurys, or mortgage rates.
U.S. Equities Outperform But Do Little For The Heavy Greenback
07:34am, Wednesday, 19'th Aug 2020Partial Recovery Expected For U.S. Q3 GDP
04:41am, Wednesday, 19'th Aug 2020
The unprecedented decline in in US economic output in Q2 is currently on track to recover less than half the loss in Q3, according to several GDP nowcasts compiled by Capital Spectator.
