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....

Gita Gopinath Speech 5/7/24 – Geopolitics and its Impact on Global Trade and the Dollar “Looking at global FX reserves, the most notable development during 2022-23 has been an increase of gold purchases by central banks.” “Gold...

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 05/15/24, 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...

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...

As everyone is I am sure well aware by now, Treasury is going to give its Quarterly Refunding Announcements this week which will go through the total amount of borrowings the Treasury will do for the 2Q and 3Q, the expected level of quarter ending cash in...

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...

*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...

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...

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%. ...