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Month: January 2022

‘Initial Volatility’ Has Governments Nervous In Asia

January 28, 2022January 28, 2022

A few key Asian markets managed to rebound on Friday after falling into corrections and

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If Stocks Don’t Get Him, The Curve Might

January 27, 2022January 28, 2022

Thursday’s overarching narrative was that this time around, Jerome Powell isn’t going to bend the

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9 Comments on If Stocks Don’t Get Him, The Curve Might

‘Bring Back Volcker’

January 27, 2022January 30, 2022

I doubt seriously that prominent investors actually care about inflation vis-à-vis Fed policy. And why

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10 Comments on ‘Bring Back Volcker’

Is The US Headed For A ‘Transitory’ Recession?

January 27, 2022February 8, 2022

Mercifully, US jobless claims retreated in the week to January 22, snapping a streak of

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2 Comments on Is The US Headed For A ‘Transitory’ Recession?

US Economy Outperforms, Validating Hawkish Fed

January 27, 2022January 30, 2022

The US economic expansion picked up in the fourth quarter, data out Thursday showed. The

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7 Comments on US Economy Outperforms, Validating Hawkish Fed

Panic Selling Grips Asia As Stocks, Bonds Plunge On Hawkish Powell

January 27, 2022January 27, 2022

Jerome Powell’s press conference performance, and particularly the Chair’s multiple references to this cycle being

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9 Comments on Panic Selling Grips Asia As Stocks, Bonds Plunge On Hawkish Powell

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

Powell Faces 2018 Demons With Stock Crash Dilemma

January 25, 2022January 26, 2022

“The continuing global recovery faces multiple challenges as the pandemic enters its third year,” the

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8 Comments on Powell Faces 2018 Demons With Stock Crash Dilemma

US Consumers Resilient Amid Helium Balloons, Scourge

January 25, 2022January 27, 2022

It could’ve been worse. That was one way to look at the latest read on

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1 Comment on US Consumers Resilient Amid Helium Balloons, Scourge

What If The Economy Won’t Fund Powell’s Rate Hikes?

January 25, 2022February 7, 2022

Markets are awake to the idea that the Fed may be on the brink of

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8 Comments on What If The Economy Won’t Fund Powell’s Rate Hikes?

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Trump Says He’ll Be Arrested Tuesday

March 18, 2023March 20, 2023

Behind The Scenes Of An American Bank Panic

March 17, 2023March 19, 2023

First Republic Rescued, Dimon Met With Yellen

March 16, 2023March 17, 2023

Credit Suisse Spirals As Bank Crisis Threatens To Claim A SIFI

March 15, 2023March 16, 2023

Most Read

  • Moment Of Truth Arrives For Fed In Crisis Mode
    Moment Of Truth Arrives For Fed In Crisis Mode
  • Book Closes On Credit Suisse After 167 Years
    Book Closes On Credit Suisse After 167 Years
  • Mike Wilson Sees Bank Crisis As Bear Market Crescendo
    Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
    UBS Offers To Buy Credit Suisse For A Song In 2008 Echo
  • The Swiss Killed The CoCos
    The Swiss Killed The CoCos

Recent Comments

  • Mr. Lucky on Mike Wilson Sees Bank Crisis As Bear Market Crescendo
  • Ethan Fanshel on Big Picture Takeaways From The Credit Suisse Bond Wipeout
  • Btfl on The Swiss Killed The CoCos
  • derek on The Swiss Killed The CoCos
  • Kevin Wood on The Swiss Killed The CoCos

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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