Gold and its correlation with real rates has flipped after the war in Ukraine. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
Yesterday’s job revision numbers from the BLS of -800k is in a historic context a clear sign of a recession. We agree that some data are starting to raise concerns, but before we rush to call for 50 bps emergency cuts, we need to remember that this time is...
Private housing under construction in the US suggest that we should see construction jobs in negative y/y territory, but the boom in construction spending by the manufacturing sector has held construction up. Once the effects of the IRA, Chips Act and AI fever have...
Rundown of the week in geopolitical events most likely to impact your portfolio. To read the full article, sign up for a 14-day FREE trial of the Basic, Premium or Crypto plan. Already a member? Login...
Low profit margins and substantial inventory levels suggest that China may export its surplus capacity. Consider the metal industry, where steel producers have faced negative margins for the first time since 2015, indicating major changes in commodity markets. The...
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