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Archives by Year:
Impending Economic Collapse
Image Source: PexelsI’ve long held that a recession – – a monster one – – was coming up within months. You’re going to be hearing a lot about the Sahm recession indicator, which rather uselessly blasts from 0% to 100% certitude pretty much after all the facts are in. In any case, 2025 is going to […]
Trump touts crypto as potential solution to US debt, Harris campaign shares remarks
Key Takeaways Trump suggests Bitcoin could be used to manage the US’s $35 trillion national debt. Harris’ campaign highlights Trump’s crypto comments without a clear policy stance. Former President Donald Trump praised the crypto industry and suggested Bitcoin could help address the US national debt in a recent interview. The Kamala Harris campaign shared Trump’s […]
Bulls Wounded – New Lows Coming Soon
Image Source: PixabayI am sure I am wrong, but I don’t recall two such opposite days like Wednesday and Thursday since 2020 and 2008 before that. Wednesday was insanely strong from a price perspective, especially in the beaten-down tech area. Thursday was super weak across the board for the most part. In hindsight, I think the […]
Market Ka-Mauling
Image Source: PixabayThis was the week when – like Biden’s dementia – economic weakness became too much for the mainstream to ignore and while Powell hinted at cuts to come, the market demands more (again) and stocks won’t be satisfied until they get them.Source: Bloomberg“Growth scares” now dominate the narrative (maybe growth’s demise is not so ‘transitory’)…Source: […]
Reasoning From An Interest Rate Change
Image Source: PexelsI just saw Richard Clarida on CNBC, saying something to the effect that “The bond market is doing the Fed’s job for it”.No, no, a thousand times no!!! Interest rates are not monetary policy. Interest rates plunged in 2008, but the bond market wasn’t doing the Fed’s job for it. Interest rates plunged in […]
From Soft Landing To Emergency Landing?
Image Source: PixabayJust a week ago the market narrative was all about “soft landing”, but after Friday’s labor report the narrative is quickly shifting to “emergency landing”. Odds of a September rate cut are now 100% and odds of a 50 bps cut went up to 75%. JP Morgan is calling for 50 bps cuts in […]
Lido Finance launches institutional-grade liquidity staking
Key Takeaways Lido Institutional provides secure, reliable staking for large-scale clients. Lido controls a significant 28.5% of the Ether staking market. Lido Finance has introduced Lido Institutional, a new liquidity staking solution designed for large clients such as custodians, asset managers, and exchanges. The middleware product aims to provide enterprise-grade security and reliability while maintaining […]
The McKelvey (Sahm) Unemployment Rate Recession Rule Just Triggered
Image Source: PixabayA recession indicator based off rising unemployment triggered in July. Claudia Sahm, a former Fed economist, takes credit for an indicator she did not invent. Let’s discuss.What is the McKelvey Recession Indicator?Take the current value of the 3-month unemployment rate average, subtract the 12-month low, and if the difference is 0.30 percentage point or […]
Fed Signals Rate Cuts Could Begin In September
Image Source: Pexels The U.S. Federal Reserve appears likely to lower interest rates next month The Bank of Japan increased its benchmark lending rate to 0.25% U.S. small cap companies are reporting solid Q2 earnings growth On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin and ESG and Active Ownership Analyst Zoe […]
US Recession: 3 Stocks That Perform Well When The Economy Doesn’t
Image Source: PexelsOn Friday, the Bureau of Labor Statistics reported underwhelming figures for July’s nonfarm payrolls. Against the expected unemployment rate of 4.1%, the rate increased to 4.3%, down from June’s 206,000 to 185,000 job gains. Combined with the previously reported real average weekly earnings in July, which have only increased by 0.8% annually, this is another signal for a […]
