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Economy
US Remains an Economic Oasis as Fed Rethinks Inflation and Productivity
The U.S. remains an economic oasis and is the primary driver of worldwide economic growth. As an example, in May, U.S. surged 0.9%,…
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The Market Is Still Dancing on Borrowed Liquidity
The problem is that leverage cannot be measured by a single clean dashboard.Takeaway• Leverage is rising across margin accounts,…
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Federal Reserve Board – Federal Reserve notes with deep sadness the passing of Alan Greenspan
Please enable JavaScript if it is disabled in your browser or access the…
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Relief Rally Meets a Hawkish Fed Reality
US-Iran Truce Holds for Now
It has been quite the week, with the market’s key narrative centred on the signing of the US-Iran peace…
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Why We Don’t Think the Fed Will Hike Rates
Weak Jobs Turnover Points to Slowing Wage Growth
Source: Macrobond, ING
Disinflation Will Increasingly Be the Theme to Watch
On…
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The Trader’s Guide to Surviving a Deep Drawdown
Every trader knows the feeling.
You start the day with a plan. One trade goes wrong. Then another. Suddenly you are down $1,500 on a…
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This Market Looks Like a ‘Best-Case Scenario’
The Trump administration went from bombing threats last week to, for lack of a better term, hope: “We are about to sign the truce papers…
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The Consumer Sentiment Disconnect From Economic Reality
The University of Michigan’s just printed 44.8 in May. That’s the worst reading since the survey began in 1952. That print was lower…
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Think Ahead: The Case for Rate Cuts
Markets Aren’t Looking for Rates to Come Down Before 2028
Source: Macrobond, ING
This is where we disagree.
Yes, the ECB may well hike…
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Secretive Fed Under Kevin Warsh Signals Tougher Stance on Inflation
Trump surprised everyone by signing an agreement with Iran while he was in France last night, two days ahead of the planned signing in…
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