paid Emerging Markets • 3 min read Risk & Reward In Emerging Markets The three-day BRICS summit of emerging market economies (EMEs) in Kazan, Russia concluded today. The group launched by Brazil, Russia,…
public Commodities • 3 min read Sell Bonds, Buy Gold? Yes, that has been our advice since mid-August. Our August 19, 2024 Morning Briefing was titled, "Get Ready To…
paid Inflation • 3 min read Big Mac Confirms Weak Global Economy Is Facing More Deflation Consumers around the world have cut back on buying Big Macs at McDonald's. The company reported its first…
public Commodities • 3 min read Bonds, Oil, Copper, Gold & The Dollar On a regular basis, we like to check on the correlations among the fixed income, commodity, and foreign currency markets.…
paid Commodities • 2 min read Copper, Oil & China Is the global economy suddenly taking off? It seems that way given the sudden vertical ascent of several metals prices,…
public Surveys • 2 min read 'Knock On Wood' Fed Chair Jerome Powell spoke at Stanford University today about the economy and monetary policy. He said, "I think…
paid Fed • 2 min read Market Call: Fed Choir All On Same Page Fed Chair Jerome Powell spoke on Friday at an event at the San Francisco Fed. He repeated what other Fed…
public Emerging Markets • 2 min read Continue To Underweight Commodities & Emerging Markets In Global Portfolios The global economy is growing, but at a slow pace. Much of the weakness is attributable to the recessions in…
paid Crude Oil • 2 min read Oil's Slippery Slope The Saudis are kicking the barrel down the road. Saudi Energy Minister Prince Abdulaziz bin Salman announced an extra 1…
paid Commodities • 2 min read No Boom, No Bust Our Boom-Bust Barometer (BBB) fell into an unprecedented abyss during the pandemic lockdown in early 2020 (chart). Our BBB is…
public Commodities • 1 min read Why Is Gold Shining Again? Gold is a commodity priced in dollars. Like other commodities priced in dollars, the gold price is inversely correlated with…
public Commodities • 2 min read Copper, Mortgages, GDP, Breadth & Sentiment Yesterday, the World Bank slashed its 2023 global economic growth rate outlook to 1.7% from its earlier projection of…