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....

Here are some of the recent highlights of important global leaders flying around the world to have significant meetings, which all seem to suggest that something large is potentially brewing in the changing face of the global monetary order: Putin meets...

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...

*YELLEN: CONCERNED ABOUT ‘WHERE WE’RE GOING’ WITH US DEFICIT *YELLEN: US NEEDS ‘SIGNIFICANT STEPS’ TO REDUCE BUDGET DEFICIT Ya think Janet? Cmon. Enough with the gaslighting. pic.twitter.com/tFt0G1KSpO — Craig Shapiro...

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...

In this episode of Macro-To-Micro Power Hour from 05/15/24, Samantha LaDuc and Craig Shapiro discuss the current economic landscape and its impact on market dynamics. Samantha focuses on market direction, sector rotation, and stock picking, while Craig...

Fed speak starts up again today as we will get an update from members of the committee on their thoughts about current monetary policy amidst the recent data for April post their meeting earlier this week. We will learn where Powell stands vs. the rest of...

The Fed thought they achieved the immaculate disinflation / “Golden Path” last fall and figured they could pivot policy in a more dovish direction and never deliver the last intended rate hike that a substantial majority of Fed members...

Fed Minutes are out and there are a bunch of hawkish headlines which really shouldn’t be that surprising given I have continued to suggest that Powell doesn’t speak for the entirety of the committee when he gets up there.  Given that I think...

I think one of the major reasons why the Fed has found itself in a box here where both raising rates and cutting rates may make it more difficult to achieve their dual mandate is because of the way they have dealt with the reduction of their balance sheet...