In this short clip from Macro EDGE Roundup recorded on 06/18/2024 (available to EDGE members), Samantha LaDuc and Craig Shapiro discuss the potential causes and implications of a yield on the 10-year treasury bond falling and remaining below 4.2%. ...

The Fed has its own new measure of US financial conditions which gets updated on a monthly basis. They refer to it as FCI-G. Here is what they have in their indicator: “In the spirit of model-based FCIs, the index introduced in this note...

View the 1 images of this gallery on the original article Source: Bloomberg The University of Michigan monthly sentiment survey shows that consumers expect much higher inflation for a long period of time.  The mean expectation for Inflation 5-10 years...

https://www.thestreet.com/crypto/markets/bitcoins-future-hinges-on-the-feds-next-move I was interviewed by Rob Nelson from Roundtable on Tuesday ahead of the Fed meeting to discuss my outlook for Bitcoin. I mentioned that it was likely a call on whether...

Yesterday may have been the Fed’s Trichet Moment. Signaling a higher for longer outlook as the economy has begun to roll over means we are assured of a harder landing. Enter the narrative “The Fed is Behind The Curve.” Bad setup for...

Trigger Warning Hypothesis – Biden was waiting for his son’s conviction before stepping out of the Presidential race. Now that the conviction has come, he will pardon his son, tell America that he has chosen family over country like any...

The only real tool the Federal Reserve has at this point to tighten financial conditions in a meaningful enough way to assist their plan to bring inflation back down to target in a timely manner is to use their DOT plot from the SEP in an aggressive...

View the 1 images of this gallery on the original article Source: Bloomberg Chart of the Day – Grams of Gold in 1 barrel of Oil. We have now pushed lower through the 1g of gold for 1bbl of oil level, which is pretty rare by historical standards....

In this episode of Macro-To-Micro Power Hour from 05/30/24, Samantha LaDuc and Craig Shapiro address the complexities of the current economic climate, including observations of stagflation and significant treasury supply. They provide insights on...

With US debt to GDP above 120%, deficits running 7% of GDP, US NIIP at -70%, the US government sanctioning “enemies” out of their desire to buy and add to their UST holdings, and the Fed on the sidelines with QT, the US government needs...