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Day: January 18, 2022

This Is ‘The Most Critical Level In Global Markets’

January 18, 2022January 21, 2022

If you had to choose just one level to watch across the entire global markets

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6 Comments on This Is ‘The Most Critical Level In Global Markets’

Oil!

January 18, 2022January 23, 2022

Brent crude rose near $90 a barrel on Tuesday. Were it not for surging yields

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5 Comments on Oil!

Fever Pitch

January 18, 2022January 19, 2022

Wall Street marked an inauspicious start to a holiday-shortened week. Treasurys were heavy throughout the

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7 Comments on Fever Pitch

Goldman’s Traders Come Up Short, But IB Strong. Expenses Surge

January 18, 2022January 23, 2022

Even Goldman’s traders couldn’t quite measure up in Q4. Consistent with disappointing markets performance from

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Leave a Comment on Goldman’s Traders Come Up Short, But IB Strong. Expenses Surge

Plunge In Empire Survey May Be Another Canary

January 18, 2022January 19, 2022

The data calendar may be sparse in the US this week, but Empire manufacturing served

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6 Comments on Plunge In Empire Survey May Be Another Canary

Tech Dread Returns As US Yields Forget Pandemic

January 18, 2022January 18, 2022

It was back to hand-wringing over rising rates Tuesday, as the US came back online

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2 Comments on Tech Dread Returns As US Yields Forget Pandemic

Monthly Letter+

  • Exiles On Main Street

    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 7, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

Most Read

  • Terminal Correction
    Terminal Correction
  • Three Stories For 2023's Everything Rally
    Three Stories For 2023's Everything Rally
  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is The Dow Trying To Tell Us Something?
    Is The Dow Trying To Tell Us Something?
  • 'Nuanced'
    'Nuanced'

Monthly Letters

Exiles On Main Street

February 4, 2023February 4, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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