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Economy
10 Surprises That Could Impact Markets and Global Economy in 2026
Below are the top 10 events and surprises that could impact financial markets and the global economy in the New Year. These…
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Keep Cutting as Job Creation Weakens and Retail Sales Show Green Shoots
There is a lot of important economic news being announced this week. Bad economic news, like continued and lackluster , is expected to…
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Federal Reserve Board – Federal Reserve Board announces termination of enforcement actions…
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Regulatory Focus Areas for 2026
To begin, let’s reflect upon this past year. What were some of the most impactful regulatory developments you observed, and…
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Deflation Risks Rise as Housing, China, and Oil Prices Turn Lower
I get a lot of questions about what could go wrong. My answer is deflation. Specifically, much of our consumer inflation was tied to…
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Speech by Governor Miran on the inflation outlook
Thank you, Mr. Secretary. I appreciate the opportunity to speak here…
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Week Ahead: Could AI Jitters Derail a Potential Santa Claus Rally?
A wave of lagged reports on jobs, inflation, and other indicators due this week will offer a much-awaited snapshot of the U.S. economy…
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The New Macro Is Here: Why Gold Is Replacing Stocks and Debt
I have harped upon the symbolic picture of the new macro since 2022. That was the year that the trend in long-term Treasury bond yields…
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The 1 Habit Successful Traders Never Waste Energy On
Do you ever catch yourself refreshing your charts every 10 seconds… replaying a losing trade in your head… or stressing about what the…
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The Hidden Link Between Disposable Personal Income and Margin Debt
A recent article by Simon White, via Bloomberg, discussed the rising cost of margin debt for investors. While his analysis below…
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