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Day: January 26, 2022

Humble Stumbles

January 26, 2022February 2, 2022

Jerome Powell on Wednesday emphasized that the Fed will be “humble” and “nimble” as it

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12 Comments on Humble Stumbles

Fed Nods To March Hike, Sketches QT With Runoff ‘Principles’

January 26, 2022January 27, 2022

Inflation in the world’s largest economy is still “elevated,” the January FOMC statement said. That’s

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10 Comments on Fed Nods To March Hike, Sketches QT With Runoff ‘Principles’

Dovish Hawks Or Hawkish Doves? McElligott On The Fed

January 26, 2022January 27, 2022

Plainly, Jerome Powell risked further destabilizing fragile US equities at the January FOMC press conference.

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Key Ratio Points To 15% S&P Upside, One Bank Says

January 26, 2022January 26, 2022

January’s stock swoon isn’t out of sync with fundamentals and played out largely as expected

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1 Comment on Key Ratio Points To 15% S&P Upside, One Bank Says

Goldman: Any Further Significant Weakness Is A Buying Opportunity

January 26, 2022February 1, 2022

Markets were choppy again Wednesday as January’s epic swings continued unabated. Needless to say, traders

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2 Comments on Goldman: Any Further Significant Weakness Is A Buying Opportunity

New Home Sales Surge, Median Price Drops Most Ever

January 26, 2022January 27, 2022

New home sales were higher than expected in December, data out Wednesday suggested. It was

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1 Comment on New Home Sales Surge, Median Price Drops Most Ever

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 6, 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

Job Openings Surge In Body Blow To US Soft Landing Hopes

February 1, 2023February 4, 2023

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  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is 'American Utopia' A Macro Illusion?
    Is 'American Utopia' A Macro Illusion?

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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