Articles by: SovereignDave

Bank Of Canada Ends All Pandemic Bailout Facilities

Bank Of Canada Ends All Pandemic Bailout Facilities As largely expected – and forewarned – amid ‘excess’ liquidity and a ‘functioning’ market, the Bank of Canada has today confirmed it will end all its pandemic emergency liquidity programs. “We can take these steps because now there is ample system-wide liquidity […]

Read More

The Dollar, Long & Short

The Dollar, Long & Short Via DataTrekResearch.com, We’re dedicating today’s entire Data section to the value of the dollar and how this translates to US corporate earnings fundamentals. We use the Federal Reserve’s Trade Weighted Dollar Index rather than the DXY because it includes a broader and more representative basket of […]

Read More

The Best 12 Months Since 1936

The Best 12 Months Since 1936 By Jim Reid, chief credit strategist at Deutsche Bank Today is the one-year anniversary of the pandemic lows in markets and the S&P 500 has now seen its largest 12-month gain since 1936, exceeding that seen in 2010 after the GFC. The turnaround started […]

Read More

Powell, Do You Even Know What The Economy Is?

Powell, Do You Even Know What The Economy Is? Authored by Bruce Wilds via Advancing Time blog, After all the destructive policies we have seen coming out of the Eccles Building, it may be time to ask Fed Chairman Jerome Powell, “Do you even know what the economy is?” All the […]

Read More

EU Moves To Block COVID Jab Exports Despite “Vaccine Nationalism” Virtue-Signaling

EU Moves To Block COVID Jab Exports Despite “Vaccine Nationalism” Virtue-Signaling So much for Dr. Tedros’s rantings about the dangers of “vaccine nationalism”. With its vaccine rollout floundering and AstraZeneca continuing to undercut public confidence in its vaccine, the European Union has decided to expand plans to curtail exports of […]

Read More

Bank Of Canada Ends All Pandemic Bailout Facilities

Bank Of Canada Ends All Pandemic Bailout Facilities As largely expected – and forewarned – amid ‘excess’ liquidity and a ‘functioning’ market, the Bank of Canada has today confirmed it will end all its pandemic emergency liquidity programs. “We can take these steps because now there is ample system-wide liquidity […]

Read More

Is The End Of The Value Trade Near?

Is The End Of The Value Trade Near? Authored by Lance Roberts via RealInvestmentAdvice.com, The end of the value trade may be near as investors push prices beyond economic growth expectations. Interestingly, it was just last year that I wrote: “The Rotation To Value Is Inevitable.” The critical point of that article […]

Read More