BRICS and other major emerging economies: growth impact of COVID19Note: Arrows indicate the change in Bloomberg consensus forecasts for growth and inflation from 2019 to 2020Source: Bloomberg, Macrobond Financial, Danske Bank
The chart pattern may look like a top but cycle projections suggest something big is in store. Subscribers, click here to download report. Try Lee…
The fragile ice shelf of speculative bets and debt clinging to the mountainside is making strange creaking sounds– will you listen or will you ignore it because ‘the Fed has our back’?Feast your eyes on the chart below of the Nasdaq 100 stock market I…
Monetary policy can be implemented through outright purchases or sales of securities, which permanently changes the size of the Federal Reserve’s System Open Market Account (SOMA) portfolio.
Monetary policy can be implemented through outright purchases or sales of securities, which permanently changes the size of the Federal Reserve’s System Open Market Account (SOMA) portfolio.
I put together this data today on what happens when a country foregoes lockdowns. Sweden made that choice from the beginning. It’s demographically similar neighbors,…
Updating Russia COVID19 charts:Key takeaways:Death rates remain very low by comparatives with other countries, but rising, albeit slowly.Even with one day ahead for Russian data compared to Brazil data, Brazil has now overtaken Russia in total number o…
U.S. new cases continue to grow faster than those in the EU27
There is an ongoing shift in new cases from advanced economies to the emerging economies.
Bullish indications mean that we must assume that the bulls remain in control until proven otherwise, regardless of the bearish liquidity forces (See latest Liquidity Trader report) over the next three weeks. A bull move in stocks would raise the specter of a selloff in the bond market to support a stock rally, because there won’t be enough cash around to support rallies in both. But that’s not our problem. We just need to be on the right side of the move, whatever it is.