Today's topics in the Federal Reserve, tariffs, boring markets, Bernanke admits to some mistakes, why stocks could go much higher, more on the financial crisis, the ECB, crude oil and hurricane Florence and the return of Jeff Skilling.
Retailing and technology industries are rich to fair value estimates, but consumer services look apt to play catch-up and outperform in the months ahead. Search trends for 'going out' are surging heading into the fall of 2018.
Rate hikes in Turkey might be a shot in the arm for emerging markets at a potent time. Global economic growth is at a potential inflection point and the ties between risk markets and industrial metals are the tightest in years.
Yesterday's PPI and today's CPI releases both showed pockets of weakness, but nothing that will register on the Federal Reserve's longer-term focus.
Today's topics include a look at the upcoming FOMC meeting, the Fed's focus on financial stability, another Fed official claiming "this time is different" for yield curve, the strongest rally ever during a tightening campaign, the latest in the trade wars, your daily dose of doom and gloom, crypto's crash, more on the financial crisis and Jamie Dimon.
Economic growth divergence has taken a turn to convergence. Developed economies outside the U.S. playing catch-up should keep a lid on the U.S. dollar.
Convergence in economic growth rates among developed economies favors dollar weakness. Is the pound in a position to make a run at the dollar?
Today's topics include the dollar, Fed hikes, unreliable surveys, the S&P's new sector, remembering the financial crisis, market bubbles and Tayyip Erdogan.
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