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$99.93
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At Close: Jun 03, 2026
The Impact Of Rising Inflation
09:59am, Friday, 28'th Aug 2020
As expected, there were no mentions for changes to the FOMC’s forward guidance in either Powell’s speech at Jackson Hole or the statement released by the Fed.
3 Things I Think I Think - Lumbering Along
09:01am, Friday, 28'th Aug 2020
Lumber prices have tripled since the March bottom. It’s one of the most interesting economic developments since the pandemic started.
Sentiment Is Shifting In The Markets: Thornton
10:54pm, Thursday, 27'th Aug 2020
Markets have been frothy as sentiment continues to heavily skew price action, but change is in the air.
After Much Build-Up, Could Powell Be Anti-Climactic?
09:14am, Thursday, 27'th Aug 2020
Powell is the center of attention. The market will be looking for hints (confirmation) that the Fed is preparing to formally adopt an average inflation target.
Fed Stimulus Clears Path For Gold Run
06:17am, Thursday, 27'th Aug 2020
The case for gold investing has become more solid in recent weeks as gold rallied through its $1,800 per ounce technical resistance level and past its previous high of $1,921.
Can Inflation Take Root Without Money Velocity Increasing?
05:19am, Thursday, 27'th Aug 2020
Inflation concerns in the US have been stoked in part by the huge expansion in M2 money supply growth.
Is This Time Different?
05:04am, Thursday, 27'th Aug 2020
Only one of the S&P 500 sectors joined the index at its all-time-high this past week, and that was the Consumer Discretionary sector.
Not This Again: Too Many Treasuries?
04:07am, Thursday, 27'th Aug 2020
On Thursday, the Treasury Department is going to announce the results of its latest bond auction. A truly massive one - $47 billion is being offered of CAH4's notes dated August 31, 2020, maturing out
Up On The Tightrope: Powell's 'Balancing' Act
03:16am, Thursday, 27'th Aug 2020
On Thursday morning, Chairman Powell is scheduled to take center stage at the annual Jackson Hole conference.
What It Means To Spend Over $3 Trillion
09:32pm, Wednesday, 26'th Aug 2020
During the last five months, the U.S. national debt has increased from $23.5 trillion to $26.5 trillion.
The Consequences Of US$ Weakness
05:25am, Wednesday, 26'th Aug 2020
The US$ commenced a cyclical decline in March of this year and probably will trade well below current levels during the first half of 2021.
Be Careful Out There - Weekly Market Notes August 24, 2020
03:05am, Tuesday, 25'th Aug 2020
The S&P 500 and the Nasdaq hit new record highs last week but more stocks were down than up. Information technology was the best-performing sector of the week, +3.40% versus an increase of .70% for th
Strategic Views For A Post-COVID World
02:50am, Tuesday, 25'th Aug 2020
The COVID-19 pandemic has transformed the investment landscape in a matter of months, prompting a rethink of strategic asset allocation views.
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.
Central Bank Week In Review For 8/17-8/21
05:17am, Sunday, 23'rd Aug 2020
The Fed sees a large number of risks to economic growth. These include a resurgence of the virus that renews lockdowns, an increase in corporate defaults, and the accelerated change in some economic s
