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Day: September 30, 2022

Kolanovic Warns On War, Policy Risks

September 30, 2022October 1, 2022

“The most recent increase of geopolitical and monetary policy risks puts our 2022 price targets

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14 Comments on Kolanovic Warns On War, Policy Risks

Yellen Sanctions Nabiullina Amid Putin’s ‘Forever’ Annexations

September 30, 2022October 8, 2022

Tensions between the West and Vladimir Putin’s Russia ratcheted higher still on Friday, when Janet

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4 Comments on Yellen Sanctions Nabiullina Amid Putin’s ‘Forever’ Annexations

Neon Swans, Cash And A Dubious Anniversary

September 30, 2022October 1, 2022

The question is no longer “How long until something breaks?” Something broke this week. It

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8 Comments on Neon Swans, Cash And A Dubious Anniversary

Breaking News: More Terrible US Inflation Data

September 30, 2022October 2, 2022

The good news is that the bad news was already in the price. Hopefully. Key

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Leave a Comment on Breaking News: More Terrible US Inflation Data

(In)credible Cold Turkey Moments

September 30, 2022October 7, 2022

“Markets stop panicking when central banks start panicking.” That’s a familiar refrain. It’s another way

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5 Comments on (In)credible Cold Turkey Moments

Europe’s Inflation Crisis Spirals Into Double-Digits

September 30, 2022October 2, 2022

In news that’s every bit as disconcerting as it is unsurprising, inflation in the eurozone

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1 Comment on Europe’s Inflation Crisis Spirals Into Double-Digits

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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Monthly Letters

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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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