The Market Disconnect Is Getting Harder to Ignore
Markets are sending one message. The real economy is sending another. That is the uncomfortable idea behind the recent “market…
Markets are sending one message. The real economy is sending another. That is the uncomfortable idea behind the recent “market…
When Donald Trump says he is “not satisfied” with Iran’s latest peace proposal, I do not read it as just…
Global inflation is not just an economic statistic. It is one of the main forces shaping interest rates, currencies, commodities,…
The S&P 500 is back near record highs, and Bank of America is not exactly telling investors to run for…
Key Takeaways When the dollar strengthens, it usually means global investors are moving toward liquidity, safety and stability. A stronger…
UAE exits OPEC and reshapes the energy landscape The United Arab Emirates’ decision to leave OPEC is not just another…
The Bank of Japan has held interest rates at 0.75%, but the decision is far from a calm message for…
Emerging markets are back on investors’ radar. After several years in which many global portfolios were heavily dominated by the…
Iran has reportedly offered to reopen the Strait of Hormuz, one of the world’s most critical energy chokepoints, but the…
The S&P 500 Faces a Key Week Amid Record Highs, Expensive Oil and Tensions Between Iran and the United States…