The big problem with these types of analyses is that a free market (mixed) economy is taken for granted and interactions between USA and the rest of the world are not influential. Both of these sets of assumptions are of course false. Western ...

What Is the New Normal for U.S. Growth?

This is a forex platform for people interested in exchange rates. Clearly the referendum result has crippled the GBP which creates huge price opportunities for longer term investment in GBP assets including the currency. The probability that ...

U.K. Court to Decide How Soon Brexit Can Actually Mean Brexit

He's been wrong in pushing for higher rates since 2011. Is investigative journalism dead? Try FOX news. Substance gives way to pap like Lacker's 'announcements'.

Fed’s Lacker Says Central Bankers Are “Less Insulated” from Politics than in the Past

Bearish. No rate hike. Markets may have to adjust to negative interest rate in USD. Clinton looks OK offsetting other negatives such as Wells Fargo, Deutsche Bank, Brexit fall-out, weak momentum in global economy. But big issue is the extent to ...

ADP: Private Sector Employment Increased by 154,000 Jobs in September

Job ads trending 5% to 6% above same time last year. Beware casual evidence presented by economists, esp bank economists.

Australian job ads fall in September

Writer does not offer anything new here. What would Kurt do? Does he have a clue where others don't???

Fed Admits It Has No Clue

People have been criticising monetary easing bias for at least 3 years and the case is still mixed at best. SO WHERE IS THE INFLATION THREAT EVIDENCE??? Outside of the USA monetary bias is without question on the easing side = more risk of deflation ...

The Fed’s Janet Yellen has missed her best chance to raise interest rates

Just pathetically weak point of view

Why the Federal Reserve should pull the trigger and end policy paralysis this week

Check again the definition of inflation. Sustained, persistent increase in prices in general.

U.S. inflation stirring as healthcare, housing costs surge

Yes, remember the blitz.

EU officials 'believe Britain will give up on Brexit if they make negotiations tough enough'

The main take out is that jobs are growing 1.6% ahead of last year and the unemployment rate is falling. This translates to above trend growth in GDP and less spare capacity. The economy is growing well. But the main negative for AUD (and NZD) in ...

Labour Force, Australia, Aug 2016

The job ads data are running 8% ahead of the same time last year but the jobs data are around 1.8%. There is a bit of momentum also behind the jobs ads so we could bump up the August jobs data to 2% over last year which gives a positive 'surprise' ...

AUD/USD – Trading the Australian Employment Change

I agree with her wholeheartedly as recent posts will attest. Bigger issue for investors is global economic momentum - is it about to weaken or strengthen????

The Fed's Brainard makes six important points as she went to war with the hawks

Beware NZD intervention by RBNZ. The pragmatists are in charge and they would prefer NZD not to be so strong (it puts pressure on them for lower interest rates.)

USD, EUR, JPY, GBP, CAD, AUD, NZD: Weekly Outlook - Morgan Stanley

Yes, looks like investors at the margin are turning towards a scenario of deepening deflation (increasing excess supply). This is good for safe havens: CHF, JPY and possibly USD. Bad for commodity currencies. Its not about FED raising rates because ...

Yen demand returns as markets feel the equity jitters

Interesting there were no comments on this. Switzerland is worth following very closely because the currency is already at record highs while unemployment is rising - 0.2% off a 5 and a half year high. SNB is already selling CHF to try to keep the ...

The Swiss situation on the labor market in August 2016

I thought the stock market was supposed to lead not lag. It often gets thing wrong of course but a pull back is usually healthy especially in a muddle through scenario such as the world and USA are now in.

A 'perfect storm' correction is coming, and nothing can stop it: Rosenberg

Or, that's just the way the world is. Conditions are not pointing to inflation, nor are they yet pointing to deepening deflation. Its not about confidence. Its about analysis of what's going on. And by the way, businesses ought to do their own ...

Janet Yellen should take off her gloves and fight, top forecaster says

Hopefully the students will be taught about ethics and not lying through their teeth. Refer SNB January 2015.

Jordan: Why a strong education system must be an important concern for the SNB

Let's face the truth. The payrolls number was irrelevant. All the mounting expectation about how this release would be crucial turned out to be another flop in a very long series of flops. The global economy is in a deflationary phase so we are ...

The Fed’s complacency about its current toolbox is unwarranted