MARKET NEWS
Dec 27, 2024
USD/JPY Retreats From 158 as BoJ Rate Hike Bets Boosted Slightly
US Dollar holds firm during thin holiday trading as yields creep up. But eases against yen as BoJ January hike in play. Stocks mixed in last few trading days of 2024.  No End in Sight to Dollar’s...
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Dec 26, 2024
Rising Healthcare Costs Are a Symptom of Structural Economic Flaws
When the Obama Administration first suggested the Affordable Care Act following the Financial Crisis, we argued that the outcome would be substantially higher, not lower, healthcare costs. It is...
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Dec 26, 2024
Lower Leverage Demand Raises Questions About Broader Market Risk Appetite
Yesterday’s market activity was predictable, with the S&P 500 closing flat. Futures volume reflected the holiday mood, with just 840,000 contracts traded. Given that it was the day after...
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Dec 26, 2024
Can Economic Solutions That Worked in the Past Fix What's Broken Today?
You see the irony here: the more successful the old solutions were, the greater our compulsion to cling to them even as they fail. Humans use inductive reasoning to solve problems. If a solution...
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Dec 26, 2024
2024's Defining Events and What Comes Next
International Man: As we approach the end of the year, let's take a step back, review the Big Picture, and assess 2024's major developments to better understand what may come next. Before we drill...
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Dec 26, 2024
The Energy Report: China’s Holiday Stimulus
Did you find any Chinese bonds in your stockings? Nothing says holidays like a big stimulus package from China. Whether you are working or celebrating Boxing Day, whatever that is, oil is getting a...
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Dec 26, 2024
Gold Stocks’ Remain Exceptionally Weak as Precious Metals Face Pressure
Turning Points Ahead So far, this week has been calm. However, as you read in my previous analysis, the turning points are near and we still have four more sessions before the end of the...
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Dec 26, 2024
3 Overseas Stocks to Keep on Your Radar as US Markets Face Valuation...
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Dec 25, 2024
What Trump’s Return Means for the Markets in 2025
Wall Street analysts and market strategists are carefully evaluating the potential impact of Donald Trump’s presidential victory on financial markets in 2025, with early indicators showing both...
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Dec 24, 2024
The Energy Report: T’Was The Last Energy Report
T’Was the Last Energy Report before Christmas, as bears had more doubts, and they changed positions with just a click of their mouse. The hedge funds put on bull positions with care and hoped that...
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