Headlines will doubtlessly (and rightfully) tout China’s record exports in 2021, but if you’re looking to get a read on the near-term outlook for the
Day: January 13, 2022
Albert Edwards: ‘There’s Too Much Linear Thinking Out There!’
It won’t surprise you to learn that SocGen’s Albert Edwards isn’t particularly optimistic about the Fed’s capacity to normalize policy without collapsing various Jenga towers
Is The Fed Trade Exhausted?
If the bearish US rates trade was already tired, December’s cooler-than-anticipated read on PPI could leave it exhausted. For now. This goes without saying (although
‘Cool’ Is An Extremely Relative Term
US producer prices rose half as much as expected in December, data out Thursday showed. With traders having largely shrugged off an objectively harrowing CPI
Topics Du Jour
Mainland shares in China dropped to a five-month low and dollar weakness remained topical as markets continued to ponder US inflation and the Fed’s reaction
