-
BlackRock Shifts Gears, Declares AI The New 'Anchor For Returns' As Inflation Stays Sticky
Tuesday, July 8, 2025 - 6:48am | 760BlackRock is recalibrating its investment strategy, moving away from traditional macro anchors towards “mega forces” like artificial intelligence, which they believe will be “durable drivers of returns” in both the near and long term. What Happened: This shift is detailed in...
-
If You Have To Google 'Are We In A Recession'—You Probably Feel Like It
Sunday, May 11, 2025 - 11:00am | 603Google searches for the phrase "Are we in a recession" have soared to their second-highest level in recorded history, reflecting deepening public anxiety about the U.S. economy. The trend, highlighted in a recent post on X by Barchart, signals growing concern among Americans, even as official...
-
Dollar Holds Steady As Traders Await Fed Insights, Yen Hovers Below Intervention Level
Wednesday, July 5, 2023 - 4:32am | 430The U.S. dollar remained steady against other major currencies on Wednesday, with traders eagerly awaiting the release of the Federal Reserve’s meeting minutes for insights into future monetary policy, Reuters reported. Meanwhile, Australia’s dollar weakened along with the Chinese yuan...
-
Portfolio Management: How To Add Macro To Your Process
Tuesday, May 30, 2023 - 12:22pm | 777This is a transcript of a conversation between Jeff Black, VP of Content and Education at Tornado, and his guest John Normand, in March 2023. John is a cross-asset strategist who spent over 25 years at JP Morgan heading research for foreign exchange, international rates and commodities. He was also...
-
AI, Macro And Mega Trends: How To Sort Out The Big Picture
Friday, May 26, 2023 - 10:33am | 798This is a part of a transcript of a conversation between Jeff Black, VP of Content and Education at Tornado, and his guest John Normand, in March 2023. John is a cross-asset strategist who spent over 25 years at JP Morgan heading research for foreign exchange, international rates and...
-
Fed Mester: Rate Needs To Go Beyond 5%
Wednesday, April 5, 2023 - 10:31am | 1530Gold is 2% away from hitting all-time highs in nearly every currency. Why? Global financial uncertainty, inflation, de-dollarization, and record central bank gold buying in 2022. Is this the start of a new gold bull market? Market Prices as of 4 pm EST, 4/4/23 Macro The Fed’s Loretta...
-
Powell: 'More Hikes Are Coming', Market: 'No They're Not'
Thursday, March 23, 2023 - 10:01am | 1608FED hiking rates will cause more losses on bank balance sheets. Unrealized losses are $620 billion, up from $8 billion a year ago. Yellen said the FDIC will NOT guarantee ALL deposits. Meanwhile, equity and bond holders of regional banks can get wiped out overnight if there’s a bank run....