I mentioned there were two key macro narratives on Tuesday, and they’ll stay relevant even
Day: August 31, 2021
The Holzmann Tantrum?
There were two key macro narratives Tuesday, one of which was the slowdown in China
Crisis Of Confidence
Consumer confidence tumbled in August amid Delta variant hand-wringing and inflation concerns. Earlier this month,
US Home Prices Post Another Record, Surge Most In 30 Years
US home prices rose more than expected in June, data out Tuesday showed. The latest
The Writing On The Wall
The writing is on the wall in China. And the font is large. Beijing’s regulatory
Xi’s ‘Profound Revolution’ Renders Market Calls Worthless
As it turns out, Xi Jinping’s sweeping regulatory blitz (which, if you date to Jack
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