First of all, many thanks to the organisers for inviting me again to this panel discussion. A year ago, we met for breakfast.

I had a good call last week! I am glad I shared it and I hope some people made money. Please remember that my hit rate is 50% ...

Today has seen the release of another decent US industrial production report. September output rose 0.7%MoM/2.2%YoY plus ...

Federal Reserve Chair Kevin Warsh signaled a notable shift in communication strategy during his remarks in Bangkok, stating ...

Anticipate market-moving events long before they happen with the internet's most forex-focused economic calendar.

China Beige Book CEO Leland Miller joins 'Squawk Box' to discuss the state of China's economy, what's behind the slowdown, ...

We keep our Fed forecast unchanged. We still expect one more hike this year and another next year, with the risks tilted to ...

Australian business sentiment has been negative for ten months, and the latest NAB survey shows it contracting at a faster pace for a third straight month. The Reserve Bank of Australia's earlier rate ...

The U.S. Department of the Treasury today released Treasury International Capital (TIC) data for August 2026. The next ...

The U.S. finished the 2026 fiscal year with a budget deficit of nearly $2 trillion, the latest measurement to underscore the ...

In this week’s posts, I’ve been discussing the completely crazy rise in China’s exports that’s happening at the moment. On ...

Traders are downgrading their estimates for a Fed rate hike this month as FOMC Chairman Warsh gave no hints ahead of the Fed's blackout period starting this weekend. Meanwhile, US Treasury bonds are ...