A Closer Look at the Fed's 'Soft Landing'
As we move into the final countdown to the US elections, I wanted to address the heavily touted concept of our economy having a so-called soft landing.
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Markets at a Crossroads: Inflation, Employment Data, and Geopolitical Risks
The Fed’s battle with inflation is far from over, and yielding to political pressure will come back to bite them
What Are the Markets Telling Us Right Now?
The market’s reaction to the Fed’s giant rate cut has been strange.
How Will the Markets Respond to the Fed's 50 Basis Point Cut?
The market’s reaction was fascinating. Bonds told a very different story to stocks and the dollar
The Myth of the U.S. Economic Soft Landing
Don’t accept the nonsense about our rosy economy due to the soft landing the Fed has engineered
Where Are the Markets Heading Long-Term?
We are dangerously close to a tipping point. We don’t need a specific catalyst, just the straw that breaks the camel's back.
How Rate Cuts Could Push Markets to Historic Extremes
The stock market is valued at roughly 200% of GDP, close to its most overvalued level ever. Clearly, financial conditions are not restrictive right now
The Ugly Truth About the US Economy
Masking broad economic inefficiencies by covering up gross imbalances and weaknesses in any system is a fool’s errand.
Why the USD/JPY Correction Was Inevitable
Warning my readers to prepare for this move higher didn’t require particularly astute forecasting. It was based on a combination of technical analysis and common sense
Up the Stairs, Down the Elevator – the Rout Continues
Over the past weeks and months, I have written repeatedly about the seismic shifts coming in multiple markets.
My Thoughts on the Yen and What to Expect Next
My message to the Japanese authorities is that they should be careful what they wish for, as the ultimate level to which the yen strengthens might be quite a shock for them
Are We Edging Closer to Historic Sell-Offs?
These currency shifts may lead to some of the best trading markets we have ever had
Major Storms Are Brewing
The market is behaving like all is good with the world... Few things could be further from the truth.
What the Fed's Lack of Progress Means for the Markets
From my experience, I can’t recall another situation in which we had a fresh bubble in the middle of a prior bubble bursting.