For the longest time, the case for a “soft landing” in the US revolved around the notion that household balance sheets were generally strong and
Day: September 19, 2022
JPMorgan, Kolanovic Still ‘Cautiously Optimistic’
The run up in terminal rate pricing and accompanying increase in US real yields are a drag on risk assets, but a trio of mitigating
Paulie Walnuts And The Triumphant Return Of Cash
I left the car running. I always do. It’s still scorching hot around here, and I don’t like to sweat. Besides, in-person conversations with me
US ‘Housing Recession’ Rolls On As Sellers Lose Stranglehold
There’s “no sign” that America’s “housing recession” is abating. That’s according to Robert Dietz, chief economist at the NAHB, who on Monday spoke in stark terms
Taiwan ‘Strategic Ambiguity’ Is Less Ambiguous All The Time
I don’t know when “strategic ambiguity” turned into an unambiguous defense commitment, but the latter isn’t a good idea. In a major interview on 60
