UK Polls are tightening. Labour picked up support at expense of Liberal Democrats and undecided voters.
Protesters across Europe are upset with Amazon over wages, robots, and the environmental impact of 1-day delivery.
The Bank of Japan is looking at further easing as retail sales plunge.
The origins of Thanksgiving are likely far different that you have been led to believe.
An unknown person or hedge fund bought 5,000 options on gold hitting $4,000 an ounce by June 2021.
Trump signed legislation today threatening Hong Kong with sanctions for human rights abuses. China promises retaliation.
The Atlanta Fed GDPNow Model forecast for 4th-Quarter GDP jumped strongly today on economic reports since November 19.
President Trump is accused of having two sets of books, one set for loan officers, the other for tax reporting purposes.
Durable goods orders jumped 0.6% in October thanks to a surge in defense spending.
I am in awe at how little extra yield investors are willing to take for junk bonds vs AAA-rated Bonds.
The Wall Street Journal proposes "Reluctance to Switch Jobs" explains wages. But the Atlanta Fed Macroblog says, nope.
In a round one victory for Trump, the US Supreme Court suspended a House subpoena regarding Trump’s finances.
Sales jumped to the highest level since October 2007.
Recent polls show a big uptrend in Tory support in greater London, a traditional Labour stronghold.
Minneapolis Fed President Neel Kashkari hired an Obama economic advisor to help the Fed fight income inequality.
Bitcoin fell below the $7,000 mark on Sunday for the first time since May.
Michael Bloomberg officially announced his intention today to run for President as a Democrat.
BMG was the last pollster holdout with a sub-10% Tory lead. BMG now has a 13% Tory lead, up from 8% on Nov 15.
Labour's manifesto is a final act of desperation. US democrats, especially Elizabeth Warren, should take note.
China is slowly and surely going down the path of Japan. It is aging rapidly as bad bank debts pile up.
Paul Krugman's latest op-Ed is laughable, as usual. It's his own reply to a reader question that's worthy of discussion.
Trump is on a mission to stop China from stealing US IP. It's not possible, but what if it was?
Renowned short seller Jim Chanos joins Hedgeye CEO Keith McCullough for an exclusive broadcast.
I crunched the latest poll numbers region by region. It points to a blowout.
NAR spokesman Lawrence Yun was singing the praises of of a rebound in housing today. But comparisons are easy.
Boris Johnson united the Tories. In contrast, Jeremy Corbyn failed to unite Labour.
Since 911, the cost of Forever War totals $6.4 Trillion and 801,000 killed including 335,000 dead civilians. For What?
Global debt just topped $250 trillion. Please ponder paying the interest on that, let alone the principal.
It's been about a month since I last posted on the yield curve. Let's take a current snapshot.
There were no huge blows in the UK election debate. With Johnson so far ahead, a tie was a win for Johnson.
Deutsche Bank plans 18,000 jobs cuts in robot strategy called "Operations 4.0".
Permits lept to the highest rate since 2007 as builder optimism sets in.
This election is no longer primarily about Brexit, it's primarily about Corbyn.
Michael Pettis has some words of wisdom for those who believe China will soon overtake the US as the world leader.
A survey of German firms found that 23% will withdraw production capacity from China or are thinking about doing so.
As demonstrators occupy Polytechnic University throw Molotov cocktails, police threaten lethal force to stop the riots.
Looking for leaks? Consider the number of people Trump has in the room when he makes calls as well as the phone itself.
The latest polls show increasing leads for the Tories. The trends by pollster are increasingly favorable as well.
Polls have mostly stabilized since the end of October. On average, Labour has lost a percentage point.
Pope Francis is fed up with deniers, so much so he is on the verge of declaring a new sin.
The alleged star witnesses in the impeachment proceedings have turned into ashes.
GDP Estimates are well below 1.0% following industrial production and retail sales estimates.
Industrial production was down 0.8% in October with Manufacturing down 0.6%. Motor vehicles were down a whopping 7.1%.
The quarterly report on household debt shows another record high. Delinquencies are up strongly as well.
The Cass Freight Index once again warns again of economic contraction.
At the semi-annual Congressional economic testimony, Fed Chair Jerome Powell was singing the praises of the US economy.
The BLS released its measure of the CPI today. The Atlanta Fed also released its "Sticky Price" CPI. Let's analyze.
Bolivia's President Evo Morales was ousted in a coup. What happened?
I joined Daryl Jones for the 25th episode of Hedgeye | In The Arena.
Google has access to the health records of millions of people in 21 states. Most patients are uninformed.
The Brexit Party will not field candidates in seats won by the Tories in 2017. A new YouGov Poll calculates the impact.
Developers keep building housing for seniors. The problem is, seniors don't want it.
The UK general election polls are flawed in numerous ways, but that does not necessarily mean they are wrong.
A study says Ignoring women costs $700 billion dollars a year in lost profits. I say bullshit.
Speculative loans in China are souring rapidly. Ruzhou, a city of one million people provides examples.
Nigel Farage will not field Brexit candidates in any districts won by the Tories in 2017. What's it mean?
China lead the world's largest one day sales event with Alibaba's annual "Single's Day" shopping event.
The number of Job Openings is down since the beginning of the year. Hires are up
Rumors are swilling of a secret deal between Boris Johnson and Nigel Farage? What's the real story?
As cars become more expensive and trade-ins worth less and less buyers go deeper in debt on new cars.
With the UK general election less than five weeks away, let's analyze election chances.
GDPNow and Nowcast Forecasts for 4th-quarter GDP are 1% and 0.7% respectively.
A handful of chart by Albert Edwards at Society General suggests a recession is long overdue.
After denying he would run for president, former New York City mayor Michael Bloomberg has changed his mind.
Economists debate whether the decline in productivity is real. It is real. let's investigate 10 reasons why.
Labour leader Jeremy Corbyn and Conservative candidate Boris Johnson are in an epic battle for the soul of Britain.
After a brief respite from green new deal nuttiness, ideas are cropping up again, this time from the UK.
UPS and CVS teamed up for the first medical deliveries via drone to residential customers.
Worker productivity unexpectedly took a steep dive. As a result, production costs soared.
A debate rages over whether Johnson's deal with the EU actually delivers Brexit.
The ISM Non-Manufacturing Index strengthened in October. Markit's Service PMI weakened.
FRED, the St. Louis Fed data repository, has added 286 new indicators of uncertainty.
I compared apartment prices as determined by the Rent Cafe to shelter indexes in the CPI.
Both the Tories and Labour are picking up votes. Who is winning in the exchange?
Car sales in October were unexpectedly weak. Domestic car sales were even worse.
After more than a decade, Waymo's driverless ride-hailing service is open to customers. For now, it's free.
Chicago Mayor Lori Lightfoot and the Teachers Union reached agreement on a deal sure to send Chicago over the cliff.
Former Fed Chairman Alan Greenspan just provided a sound reason to expect a recession sooner rather than later.
Here's the 6 most recent Tory poll results: 40, 36, 34, 36, 41, 36. Is there a trend? Yes, you have to dig to find it.
After suggesting he would stand aside in hundreds of localities, Nigel Farage seemingly reversed course today.
The manufacturing sector entered its third month of contraction with production falling faster.
Job growth was a modest 128,000. The unemployment rate ticked up to 3.6%. Revisions added 95,000.
Brexit Party leader Nigel Farage interviews trump. Let's tune in.
The Chicago PMI took a steep dive in two months to 43.2. New orders declined to 37 and backlogs to 33.1.
The UK election campaign is underway. Labour leader Jeremy Corbyn threw out the first pitch.
A new phase of the impeachment process started today with a House vote of 232-196 to proceed further.
Some Chinese convertible bonds are 330% oversubscribed. What's the problem?
The anti-Brexit People's Vote campaign has disintegrated in to an open feud among 9 sub-groups.
The Brexit Party may limit the number of seats it challenges in the next election. This will benefit Johnson's campaign.
The FOMC committee decided to lower the target range for the federal funds rate to 1-1/2 to 1-3/4 percent.
The BEA reported real GDP rose 1.9% for the quarter in a consensus range of 1.2% to 2.0%.
Boris Johnson accepted a Brexit extension offer to January 31 but the extension is now officially meaningless.
More PG&E related fires rage in California. Hundreds of thousands evacuated. No one can figure out what to do.
The demise of Merkel's "Grand Coalition" is now so complete no one can possibly deny what's happened.
Johnson agreed to a January 31 extension and lost a bid today for an early UK election. Setback appearance deceive.
Economist Robert Shiller says there is no alternative to riding out bubbles.
Johnson and Macron agree on a 3-Month extension after a phone call initiated by Johnson.
On Sunday, November 3, those on Daylight Savings Time need to adjust their clocks. Does this make any sense?
A Fred, St. Louis Fed, article explores producer price increases at the various intermediate stages.
The Wall Street Journal asks a question, the wrong one. I reworded the question above.
A question of trust came up on my blog yesterday: Why should Johnson trust Macron or vice-versa?
The Office of Management and Budget announced a 2019 budget deficit of $984 billion. What is it really?
Boris Johnson has found an EU ally at last. France appears to be holding firm.
What's behind the ever-increasing need for emergency repos? A couple of correspondents have an eye on shadow banking.
Eurozone fragmentation is massive. Target2 imbalances are just part of the picture.
GDPNow and Nowcast forecasts have converged at just under 2.0% despite dismal economic data, especially manufacturing.
There are only two places I have seen that are willing to say France may offer a short or conditional extension.
Durable good orders were down an unexpected 1.1%. Core capital goods revisions make matters much worse.
The Queens Speech won Commons approval today and all amendments were defeated. This may pave the way for elections.
Chicago Mayor Lori Lightfoot has presented her plan of tax hikes and can kicking. It can't possibly work.
Donald Tusk and the Remainers seek a Jan 31 extension. France wants a shorter extension. Jan 31 is counterproductive.
The Fed announced today it would increase "Overnight" repos to $120 billion.
The EU will not respond to Johnson's alleged request for an extension until Friday. Several things are in play.
China doubles value of infrastructure project approvals to stave off economic slowdown amid trade war.
Kevin McAllister, Boeing's Chief of Commercial Airplanes is the first high-level casualty since the second crash.
The Withdrawal Bill passed 329 to 299. The "programme motion" timetable failed 322 to 308.
Existing home sales fell 2.2% in Sep to 5.38 million units SAAR. Sales are barely in the Econoday consensus range.
A meaningful vote is coming up. Boris Johnson appears to have the votes. He is open to a short but not long extension.
JP Morgan, Bank of America, and Goldman Sachs all say Fed funding issues remain.
Heading into the final Brexit stage, Johnson has outplayed his opponents.
Trump now proposes keeping some troops in Syria to "protect" the oil.
Senator Joe Biden has regained front-runner status not only nationally, but also in Iowa.
Boris Johnson has the votes to pass his Brexit deal, but Speaker Bercow won't allow a vote. Johnson needs Macron's help.
A survey reveals Boeing workers felt pressure to approve unworthy systems. Boeing's board is in emergency meetings.
Callum Thomas, Jim Bianco, and Win Smart have a trio of Tweets on the S&P 500 worth a close look.
The EU will wait for UK debate before offering an extension. Meanwhile, Johnson will seek a meaningful vote.
Johnson complied with the Benn Bill by sending two letters to the EU. The first requested an extension, wasn't signed.
There was not vote today. Instead, Parliament demanded Johnson ask for an extension.
Fighting in the buffer zone in Syria broke out today despite an agreed up cease-fire.
A constitutional challenge to Johnson's Brexit deal has been tossed by the courts and Johnson believes he has the votes.
China's GDP unexpectedly cooled again, but to an amazing six percent. It's likely way overstated. What about the US?
Turkey agrees to a 5-day suspension coupled with a U.S. pledge to facilitate a pullout by Syrian Kurdish fighters.
The EU approved the Brexit deal. Will it pass muster in UK parliament?
A deal has been reached. Jean-Claude Juncker opposes an extension. A constitutional challenge to the deal is underway.
The National Average Rent declined for the first time in two years, dipping a mere $1 to $1,471.
Lacy Hunt at Hoisington Management has another sterling post in its third quarter review and outlook.
Retail sales floundered in September, even taking in account an upward revision in August.
As we head into the final negotiations, what are the odds a deal passes?
The US House passed a bill in support of Hong Kong Protests. It's both stupid and hypocritical.
German Chancellor Angela Merkel ignored an EU risk assessment and allows Huawei's 5G technology.
A Brexit deal looks highly likely but it will likely take an extension to get the deal signed, sealed, and delivered.
Trump accused Turkey of creating a humanitarian Crisis. Europe fears a flood of refuges. US nukes held hostage.