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The AI Trade
Two months ago at the World Economic Forum in Davos, Microsoft CEO Satya Nadella said, "All I know is,…
Copper
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Dow 60,000: Here We Come
The Dow Jones Industrial Average closed above 40,000 for the first time on Friday, May 17 (chart). Today it…
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The Economic Week Ahead: May 20 - 24
The week ahead is a light one for economic reports. The focus is mostly on the housing sector, which is…
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Copper, Oil & China
Is the global economy suddenly taking off? It seems that way given the sudden vertical ascent of several metals prices,…
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What Does Dr Copper Say About The Global Economy?
Copper is often described as the shiny metal with a PhD in economics because it provides useful insights into global…
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China Scrambles to Avoid Lehman Moment
How do you say "Lehman Moment" in Chinese? The Chinese government is scrambling to avert such a calamity…
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Copper, Gold, Bonds & Stocks
The ratio of the nearby futures prices of copper to gold has been falling lately.
The ratio has been a remarkably good indicator for the 10-year US Treasury bond yield.…
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Three Related Signals of a Global Economic Slowdown
The widely followed proxy for the expected inflation rate in the 10-year TIPS market dropped in recent days from over…
