Wall Streeters give a lot of credence to economic forecasts at the start of every year, as corporations project demand and craft their budgets and money managers plan out their…
Tag: Economy
A Bull Market In Macro Doom
In an opinion piece for Bloomberg, Jared Dillian writes that the niche of investment research he calls “macro doom” has become quite popular of late, with everyone predicting a bust…
Why Are Economists Worried When The Economy Is Booming?
The jobs market is booming and wages are rising, consumers are buying goods and services, and companies are investing, yet economists are sounding the alarm of a possible recession. What’s…
U.S. Inflation Could Hit 10%, Warns Gundlach
Billionaire money manager Jeffrey Gundlach of DoubleLine Capital predicts that U.S. inflation could reach up to 10% this year, reiterating the need for the Fed to act aggressively, reports an…
The Russia-Ukraine War Threatens The Dollar’s Dominance
In an interview with Bloomberg’s Odd Lots podcast, Zoltan Pozsar of Credit Suisse AG said the Russia-Ukraine war could be the start of a turning point for the U.S. dollar.…
Jeremy Siegel: The Fed Is Wrong About Inflation, Needs To Bite The Bullet
In an interview with CNBC, renowned Wharton finance professor Jeremy Siegel maintains that the Fed has been terribly wrong about inflation, making a series of mistakes that have pushed it…
Bitcoin No Longer “Digital Gold”
In the face of geopolitical tensions and rising inflation, the price of bitcoin fell to a 2-week low, damaging the case for the crypto being “digital gold” for investors, according…
Systematic Macro Investing with 42 Macro Founder Darius Dale
Many investors see macro forecasting as a process about making bold binary predictions about the future of the economy and the market. Those predictions can gets lots of press when…
There’s No One Way to Make Your Investments Inflation-Proof
Inflation is at a 40-year high, and as rising prices threaten the purchasing strength of assets, investors are scrambling to protect their portfolios. But there’s no one perfect way to…
Commodities Gauges Underpin Goldman’s Bullish Stance
A top Goldman Sachs analyst says “we’re out of everything” and that commodities futures contracts trading are in backwardation at rates nots seen since 1997, reports an article in Bloomberg.…
