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Day: March 16, 2022

Don’t Worry, Jerome Powell Has A Plan

March 16, 2022March 17, 2022

The US economy can “flourish” in an environment of tighter Fed policy, Jerome Powell said

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12 Comments on Don’t Worry, Jerome Powell Has A Plan

Fed Delivers Liftoff, Signals Seven 2022 Hikes

March 16, 2022March 25, 2022

The Fed raised rates by 25bps and signaled seven hikes for 2022 following March’s policy

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16 Comments on Fed Delivers Liftoff, Signals Seven 2022 Hikes

You Don’t Want A Crypto Future. You Just Think You Do

March 16, 2022March 17, 2022

In the weeks since the West moved to seize Russia’s foreign currency reserves, (too) many

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11 Comments on You Don’t Want A Crypto Future. You Just Think You Do

US Retail Sales Decelerate As Gas Prices Surge

March 16, 2022March 19, 2022

US retail sales rose 0.3% in February, data out Wednesday showed, an underwhelming performance that

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1 Comment on US Retail Sales Decelerate As Gas Prices Surge

Xi Rescues Chinese Stocks, Triggers Astounding Rally

March 16, 2022March 25, 2022

Beijing finally reached the pain threshold. Following a series of dramatic sessions during which Hong

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7 Comments on Xi Rescues Chinese Stocks, Triggers Astounding Rally

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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