The first of this week’s top-tier US data came in short of consensus, which was
Month: October 2022
Truss, Kwarteng ‘Get It.’ Scrap Tax Cut For UK’s Richest
Over the weekend, as a sort of addendum to “Chaos Will Return To UK Assets,”
‘Danger Zone’ Markets Need Fed To ‘Print Dollars’: Wilson
Last month was especially cruel to equities. September lived up to its nefarious seasonal reputation.
‘Putin Always Chooses Escalation’
Vladimir Putin is facing the very real prospect of defeat in Ukraine. Not just morally
Cross-Asset Crisis ‘Completely Rational,’ Popular Strategist Says
If it feels to you like the tension across markets admits of no readily discernible
Getting The Job(s) Done
The Fed is newly single. Vis-à-vis their mandate. Ironically, the single-minded pursuit of price stability
Yes, Credit Is Probably Cracking
I keep hearing credit “hasn’t cracked yet” despite turmoil in rates, equities and FX. That’s
Chaos Will Return To UK Assets
Admittedly, it feels gratuitous to dwell on the most chaotic week for UK markets since
US Households To Sell $100 Billion In Stocks, Goldman Says
Time and again over the course of what’s destined to be remembered as one of
A Callous, Persistent Bear
It really should’ve been worse. Or, if that’s too strong, we can say that it
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