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Month: July 2021

Risk Management In A Nonsense World

July 31, 2021August 2, 2021

One of the myriad confounding factors in what’s been variously billed as the “Great Inflation

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13 Comments on Risk Management In A Nonsense World

Revisiting The Social Contract In The Age Of Delta

July 31, 2021August 2, 2021

Editor’s note: The following short article was originally published May 27, 2020, on Identity Element.

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4 Comments on Revisiting The Social Contract In The Age Of Delta

Lyin’ Eyes And Taper Tremors

July 31, 2021August 8, 2021

Goldman’s clients are asking how the onset of a Fed taper will affect equity markets.

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3 Comments on Lyin’ Eyes And Taper Tremors

Maybe We’re Worried About The Wrong Tail Risk

July 30, 2021August 6, 2021

Jim Bullard said Friday that the spread of the Delta variant is likely to be

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13 Comments on Maybe We’re Worried About The Wrong Tail Risk

Like There’s No Tomorrow

July 30, 2021July 31, 2021

“Global interest rates [are] at 5,000 year lows,” BofA’s Michael Hartnett observed, again, in the

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Off The Boil?

July 30, 2021July 31, 2021

It’s like that last peanut butter cookie from the batch you made 10 days ago

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In China, The Onslaught Continues

July 30, 2021August 5, 2021

“Even more complicated and grim.” That’s how the Politburo characterized the external environment at a

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2 Comments on In China, The Onslaught Continues

If The Asteroid Ever Comes

July 29, 2021July 30, 2021

“US stocks rise after GDP reinforces Powell’s dovish stance,” one headline read, on Thursday afternoon.

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3 Comments on If The Asteroid Ever Comes

McElligott On The Fed, Bonds And Fall ‘Timing Turn’

July 29, 2021July 30, 2021

Market participants may soon brave another “bearish shot” at bonds, which could translate to rekindled

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‘Hot’ US Economy Underwhelms Despite Spending Spree

July 29, 2021August 5, 2021

The US economy expanded at a 6.5% annual clip in the second quarter, the government

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3 Comments on ‘Hot’ US Economy Underwhelms Despite Spending Spree

Choose Your Own Narrative, Jobless Claims Edition

July 29, 2021July 30, 2021

400,000 Americans filed for unemployment benefits last week, more than expected. It was the second

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4 Comments on Choose Your Own Narrative, Jobless Claims Edition

V-Bottom Mania

July 29, 2021July 30, 2021

As it turned out, Chinese state media were correct to predict equities would rebound “quickly”

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Powell: Virus ‘Loose Out There. No One Is Safe’

July 28, 2021August 2, 2021

The July 2021 edition of Jerome Powell’s post-FOMC press conference series produced no shortage of

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6 Comments on Powell: Virus ‘Loose Out There. No One Is Safe’

Fed Shuffles Words Around. Flags ‘Progress’ In QE Language

July 28, 2021July 30, 2021

This is a good time to remind everyone that we needn’t suffer through a press

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‘Hi, It’s China. We Understand You’re Terrified.’

July 28, 2021July 31, 2021

Following a characteristically silly domestic media blitz aimed at calming frayed investor nerves, Beijing dialed

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4 Comments on ‘Hi, It’s China. We Understand You’re Terrified.’

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Monthly Letter+

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    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 6, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

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