April 10, 2024

Biggest copper mines produced 20% less copper in 2023 – Richard Mills

2024.04.06 Copper jumped to $4.24 a pound ($9,359.23 a tonne) on Friday, the […]
April 10, 2024

The rich world faces a brutal spending crunch

From The Economist How long can the firehose keep blasting? At first glance, […]
April 7, 2024

10-Year Yield Hits 4.40% as Bond Market Begins to Adjust to Higher Forever: Higher Rates and Higher Inflation

By Wolf Richter  – WOLF STREET Suddenly lots of talk the 10-year yield will revisit […]
April 7, 2024

The Gold Market Hunts for Answers Behind Bullion’s Sudden Surge

By Mark Burton, Jack Ryan and Yvonne Yue Li –  Bloomberg News Seasoned […]
April 5, 2024

Graphite’s war-fighting capabilities – Richard Mills

2024.04.04 The energy transition and digitalization have made critical minerals top of mind […]
April 5, 2024

Bitcoin vs. Gold: The Debate Continues

By Douglas French – Mises Institute “People who are getting out of the […]
April 2, 2024

Apple and Tesla: Dreadful Two Instead of Magnificent Seven

By Felix Richter – Statista Despite the fact that Wall Street’s hopes for […]
March 30, 2024

Our Drunken Sailors Went Partying Again: Consumer Spending on Services, even Adjusted for Inflation, is Red-Hot

By Wolf Richter –  WOLF STREET Consumers are in absolutely no mood to slow down. […]
March 30, 2024

Visualizing the Major Product Exported by Each U.S. State

By NeoMam Studios – Visual Capitalist The U.S. is the second biggest exporter […]
March 29, 2024

Universal Capitulation and No Margin of Safety

By John P. Hussman, Ph.D. – Hussmand Funds Based on the valuation measures […]
March 29, 2024

Commodities will rally when the Fed cuts rates, Invesco says

From Mining.com Commodities usually rally when central banks cut interest rates, bolstering the […]
March 22, 2024

The Money Supply Fell for the Fifteenth Month in a Row

By Ryan McMaken – Mises Wire Money-supply growth has now been negative for […]
March 21, 2024

Goehring and Rozencwajg – Natural Resources Market Overview

From Goehring and Rozencwajg Commodities were mixed during the fourth quarter. The Goldman […]
March 17, 2024

Short-Term Treasury Market Walks Away from Rate-Cut Mania, Inflation Has Upper Hand

By Wolf Richter –  WOLF STREET From mid-October through the end of January, the 6-month […]
March 16, 2024

What the PPI is Telling us: Disinflation in “Core Goods,” a Hefty Counterweight to Hot Services Inflation, May be Over

By Wolf Richter – World Street The Producer Price Index (PPI) for final […]
March 14, 2024

Visualizing All of the U.S. Currency in Circulation

By Marcus Lu – Visual Capitalist Have you ever wondered how much U.S. […]
March 13, 2024

Inflation Progress Stalls as Housing Costs Continue to Rise

By Felix Richter – Statista Inflation in the U.S. edged up slightly in February, […]
March 8, 2024
Stock market

Big US Stocks’ Q4’23 Fundamentals

By Adam Hamilton, CPA The big US stocks dominating markets and investors’ portfolios […]
March 5, 2024

Mapped: Inflation Projections by Country, in 2024

By Dorothy Neufeld – Visual Capitalist Global economic prospects hang on a delicate […]
March 3, 2024

Inflation Saga Far from Over: Services Inflation in Euro Area Just as Stubborn as in the US, Makes Very Disconcerting Moves

By Wolf Richter – Wolf Street In the 20 countries that use the […]
March 1, 2024

Real Wages Turn Negative Again as Price Inflation Refuses To Go Away

By Ryan McMaken – Mises Institute According to the Bureau of Labor Statistics’ […]
February 27, 2024

Don’t be surprised if the Fed raises interest rates – Richard Mills

2024.02.27 The question of whether the Federal Reserve lowers interest rates at its […]
February 27, 2024

The Financial March to War

By HAROLD JAMES – Project Syndicate BERLIN – Since global financial stability ought […]
February 25, 2024

Consensual Hallucination

By Wolf Richter – Wolf Street So the trading volume on the Nasdaq, […]
February 24, 2024

Do not expect America’s interest rates to fall just yet

From The Economist Has inflation been vanquished, or is it bouncing back? The […]
February 21, 2024

Is Blockchain Ready for Primetime?

By Josh Burek – Project Syndicate CAMBRIDGE – As the crypto winter thaws, […]
February 14, 2024

Here’s the inflation breakdown for January 2024 – in one chart

By Greg Iacurci – CNBC Inflation declined in January and consumers’ buying power […]
February 10, 2024

A Pause To The Pausing

From Sprott Money As January progressed, most U.S. economic data came in “stronger […]
February 9, 2024

The Rise of Consumer Crypto

By Steve Kaczynski and Scott Duke Kominers – Project Syndicate Although non-fungible tokens are often […]
February 5, 2024

Eyepopping Factory Construction Boom in the US: Chip Makers on Forefront, but CHIPS Act Funds Not Even Released Yet

By Wolf Richter – Wolf Street In December, companies plowed $18.4 billion into […]
February 3, 2024

Want to know when the Fed cuts rates? Watch the consumer – Richard Mills

2024.02.03 The probability of interest rate cuts has many market participants pondering whether […]
February 1, 2024

Visualized: Past Interest Rate Cut Cycles and 2024 Forecasts

By Niccolo Conte – Visual Capatalist A key question mark for the U.S. […]
January 24, 2024

Prediction Consensus: What the Experts See Coming in 2024

By Niccolo Conte – Visual Capitalist As we look ahead to 2024, there […]
January 18, 2024

Our Drunken Sailors Push Back Against Rate-Cut Mania

By Wolf Richter – Wolf Street Per-capita disposable income, adjusted for inflation (total […]
January 18, 2024

China widens South America trade highway with Silk Road mega port

By Marco Aquino and Adam Jourdan – Reuters There is a new Chinese mega port rising […]
January 18, 2024

Coast is Clear for Bond Buyers in 2024

By Michael Ryval – MorningStar given the swift re-calibration of yields that we’ve […]
January 12, 2024

Beneath the Skin of CPI Inflation, December: Not in the Mood to Just Go Away

By Wolf Richter – Wolf Street Inflation in core services remains hot, and […]
January 11, 2024

The Goldilocks Narrative Reigns For Now

By Michael Lebowitz – RIA Advice Market narratives have been around for ages. […]
January 11, 2024

The Periodic Table of Commodity Returns (2014-2023)

By Dorothy Neufeld – Visual Capitalist It was a challenging year for commodity […]
January 10, 2024

Goldman veteran Jeff Currie remains bullish on commodities this year

By Grant Smith and Francine Lacqua – Mining.com Jeff Currie, who spearheaded commodities […]
January 9, 2024

Degrowth Advocates Misunderstand the Business Cycle

By Shiff Gold The de-growth argument does have a kernel of truth; while […]
January 8, 2024

AI-Powered Tech Boom Fuels 2023 Stock Market Rally

By Felix Richter Despite banking jitters, stubbornly high inflation and lingering recession fears, […]
January 6, 2024

National Debt Tops $34 Trillion but So What?

By Michael Maharrey On Dec. 29, the national debt slipped above $34 trillion for […]
January 5, 2024

Profligate spending and kicking the can down the road leads to Debt Jubilee – Richard Mills

2024-01-05 Lower interest rates and massive asset purchases by central banks are the […]
January 1, 2024

Central Banks Brought Inflation. Now they Bring Stagnation.

By Daniel Lacalle – Mises Wire Monetary aggregates show that there is a […]
December 30, 2023

Princely Finance and Taxation

By Bob Hoye One would have hoped that financial rip-offs committed by medieval […]
December 27, 2023

2024’s Deficit Is Already on Track to Be the Worst Since Covid

By Ryan McMaken – Mises Wire According to the latest monthly statement from […]
December 23, 2023

China aiming to tap US$23 trillion energy transition market – Richard Mills

2023.12.21 China, the world leader in electric vehicles and battery production, is moving […]
December 22, 2023

Visualizing 60 Years of Stock Market Cycles

By Dorothy Neufeld – Visual Capitalist Bulls and Bears Over History A bear […]
December 22, 2023

What’s Driving the U.S. Trade Deficit?

By Ehsan Soltani – Visual Capitalist The United States has had many major trading […]
December 20, 2023

Are Foreign Holders Finally Bailing Out of the Incredibly Ballooning US National Debt?

By Wolf Richter –  WOLF STREET Foreign holders have not kept up buying the the incredibly […]
December 19, 2023

Visualizing $97 Trillion of Global Debt in 2023

By Niccolo Conte – Visual Capitalist Global government debt is projected to hit $97.1 […]
December 19, 2023

Central banks brought excessive inflation. Now they bring stagnation

By Daniel Lacalle Although the Federal Reserve and the European Central Bank’s message regarding interest rate cuts […]
December 19, 2023

US Frackers Return to Haunt OPEC’s Pricing Strategy

By Yahoo Finance (Bloomberg) — OPEC’s one-time nemesis — US shale — is […]
December 17, 2023

Americans Won’t Let Inflation Spoil Their Appetite

By Felix Richter – Statista Despite inflation causing financial headaches in many households across […]
December 13, 2023

Developing Countries Receiving the Most Loans from China

By Marcus Lu According to the IMF, the most indebted poor countries in […]
December 12, 2023

A Farewell to Cash

By Willem H. Buiter – Project Syndicate While proponents of central bank digital […]
December 6, 2023

Visualizing the Rise of the U.S. Dollar Since the 19th Century

By James Eagle As the world’s reserve currency, the U.S. dollar made up 58.4% of […]
December 4, 2023

Will High Interest Rates Trigger a Debt Disaster?

By James K. Galbraith – Project Syndicate Once again, larger deficits and higher […]
December 2, 2023

Why commodities are sailing into a perfect storm of higher prices – Richard Mills

2023-12-02 While there is disagreement over its causes, the reality of global warming […]
November 30, 2023

$7.6 trillion of US government debt will mature in the next year, adding pressure on rates

By Business Insider Incentive to cut? $7.6 trillion of US government debt will […]
November 30, 2023

US Trade deficit 2024

By Alasdair Macleod No one is talking about the US trade deficit in […]
November 30, 2023

Marc Faber: Inflation Is Here to Stay

By SchiffGold During a recent interview at the 2023 Precious Metals Summit Zurich […]
November 29, 2023

Hard landings Recession predictions wrong – Richard Mills

2023.11.29 For over a year now the main topic of discussion has been […]
November 29, 2023

The Panama Canal Is So Backed Up Ships Are Rerouting Through the Suez

By Peter Millard – Bloomberg The Panama Canal Authority, which normally handles about 36 ships […]
November 29, 2023

Gold surges, dollar declines on Fed official’s remark & geopolitical unrest

By Gary Wagner – Kitco A major component of today’s strong upside move […]
November 26, 2023

How China cornered the market for critical minerals and can the West break it’s near monopoly on these metals? – Richard Mills

2023.11.26 China is already gobbling up copper and copper ore at an incredible […]
November 23, 2023

Exposing the copper surplus myth – Richard Mills

2023.11.22 Commodity analysts predictions are usually wrong about copper supply, often predicting a […]
November 19, 2023

October CPI Cools; Does This Really Mean the Fed Won the War?

By Michael Maharrey For the first time in several months, the Consumer Price […]
November 18, 2023

Where Have All the Foreign Buyers Gone for U.S. Treasury Debt? – WSJ

By The Wall STreet Journal Overseas private investors and central banks now own […]
November 17, 2023

U.S. Consumers Spend More Bucks for the Same Bang

By Felix Richter U.S. retail sales declined for the first time since March last […]
November 17, 2023

Mapped: Food Unaffordability Across the World

By Our World in Data Food is the palate’s poetry, the body’s fuel, […]
November 16, 2023

AOTH’s interest rate predictions have been bang on – Richard Mills

2023.11.16 At Ahead of the Herd, we pride ourselves on being right, when […]
November 15, 2023

Interest Consumes 40% of Income Taxes, U.S. Treasury’s Unsustainable Path Raises Default and Inflation Fears

By Citizen Watch Report The interest payments on the national debt alone used […]
November 15, 2023

Inflation Cools as Consumer Prices Stagnate in October

By Felix Richter Inflation in the U.S. cooled down more than expected in […]
November 13, 2023

Five Key Charts to Watch in Global Commodity Markets This Week

By Doug Alexander Drought has made the Panama Canal a chokepoint for the flow […]
November 10, 2023

U.S. Consumer Debt Climbs to $17.3 Trillion

By Felix Richter According to the New York Fed’s Quarterly Report on Household Debt […]
November 10, 2023

As Recession Noise Grows, Recession Signal Is Fading

By Tyler Durden The clamor for a US recession has grown louder in […]
November 9, 2023

The Fed Won’t Achieve Either of Its Mandates

By Peter Schiff Now, had they used another form of taxation, had the […]
November 8, 2023

The Kinvestor Report Episode 10: Navigating Scary Times with Bob Moriarty

By Kinvestor Arlen and Bob dive into the world of investing risk, the […]
November 7, 2023

5 reasons money will cost more – Richard Mills

2023.11.07 For more than three decades, the price of money has been falling. […]
November 7, 2023

The Interest Rate Shock Will Blow Up the Government’s Ponzi Game

By Thorsten Polleit In the international fixed-income markets, interest rates are rising, and […]
November 5, 2023

Central Banks May be Signaling a Plateau in Interest Rates

By Martin Armstrong Bank of England governor Andrew Bailey said in a press conference: […]
November 3, 2023

Central Banks on Course for “Colossal” Year of Gold Buying

By Schiffgold After setting a record through the first half of the year, central […]
November 3, 2023

The future for fiat

By Alasdair Macleod The day of reckoning for unproductive credit is in sight. […]
November 3, 2023

Mounting Deficits Mark the US’s Road to Ruin

By Daniel Lacalle According to the U.S. Treasury, year-end data from September 2023 […]
November 2, 2023

The Specter of Hyperinflation Looms over the Economy

By Michael Matulef The threat of hyperinflation has haunted fiat money economies throughout […]
October 31, 2023

The dirty truth about why we need mining if we want a cleaner world

By Frank Giustra The mining industry has had its share of abuse over the […]
October 28, 2023

Catastrophe bonds clobber government paper with 16.5% returns – Richard Mills

2023.10.28 It must suck to be a bond investor these days. Bond markets […]
October 26, 2023

The Dangers of a “Cashless” Economy

By Patrick Barron Your ability to hold real cash, not just bank balances […]
October 21, 2023

There will be a recession someday, there always is one eventually. But not yet.

By Wolf Richter Our recession-watch here started shortly after the Fed kicked off […]
October 12, 2023

America may soon be spending more on debt service than defence

By The Economist The bond market is sending a hopeful message about the strength […]
October 12, 2023

The Stock Market Sits On The Edge Of The End Of The World

By Quoth the Raven There has never been a point in history like […]
October 12, 2023

Mapped: Investment Risk, by Country

By Dorothy Neufeld What is the risk of investing in another country? Given […]
October 11, 2023

1970s-style stagflation may be at risk of repeating itself, Deutsche Bank warns

By Dow Jones A major Wall Street bank is warning about the risk that […]
October 11, 2023

A Government Shutdown Is not the Problem. Public Debt Is the Problem.

By Daniel Lacalle The Biden administration has signed a stopgap bill to prevent […]
October 10, 2023

IMF: Inflation to Remain Elevated Until 2025

By Felix Richter Despite inflation coming down notably from its 2022 highs in recent […]
October 5, 2023

A surge in global bond yields threatens trouble

By the Economist It is a brave investor who calls the end of a […]
October 3, 2023

Governments across the world are discovering “homeland economics”

By The Economist For a while, after the end of the cold war, it […]
September 30, 2023

The Dollar’s Full-Spectrum Dominance

By CARLA NORRLÖF Measuring dollar dominance requires a closer look at the many […]