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Day: October 5, 2022

US Believes Daria Dugina Assassinated By Ukrainians: NYT

October 5, 2022October 6, 2022

War is hell. Elements within the Ukrainian government might’ve been responsible for the August 20

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11 Comments on US Believes Daria Dugina Assassinated By Ukrainians: NYT

The OPEC Problem

October 5, 2022October 16, 2022

“Shortsighted.” That, in a word, is what the Biden White House thought of OPEC+’s move

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8 Comments on The OPEC Problem

Why Would The Bond Vigilantes Spare The Bank Of England?

October 5, 2022October 7, 2022

Since announcing an emergency bond market intervention last week to prevent the UK pension complex

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3 Comments on Why Would The Bond Vigilantes Spare The Bank Of England?

Resilient, Stubborn Or Stagflationary?

October 5, 2022October 5, 2022

US services sector activity was healthy in September, according to top-tier data released on Wednesday.

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The ‘Absolutely Staggering’ Flows Behind This Week’s Fireworks

October 5, 2022October 6, 2022

On Tuesday evening, while recapping the largest two-day gain for US shares since the tumultuous

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3 Comments on The ‘Absolutely Staggering’ Flows Behind This Week’s Fireworks

US Private Sector Added Some Jobs Last Month

October 5, 2022October 5, 2022

US private sector employers added 208,000 jobs in September, ADP said Wednesday. It felt, for

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3 Comments on US Private Sector Added Some Jobs Last Month

The New ‘Now’ Zeitgeist

October 5, 2022October 5, 2022

Policy pivot euphoria waned Wednesday, as investors and traders weighed persistent inflation and tough-talking central

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6 Comments on The New ‘Now’ Zeitgeist

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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