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Day: November 25, 2022

Grey Skies

November 25, 2022November 27, 2022

“It’s not so much a Black Friday as a grey one,” SocGen’s Kit Juckes wrote,

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4 Comments on Grey Skies

(Mis)informed By ‘Corporate Views’

November 25, 2022November 26, 2022

“Way” back in August, following a better-than-feared Q2 reporting season for corporate America, it was

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1 Comment on (Mis)informed By ‘Corporate Views’

China In Dire Straits

November 25, 2022December 2, 2022

Just two days after China’s cabinet tipped the “timely and appropriate” use of monetary stimulus

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5 Comments on China In Dire Straits

Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

March 23, 2023March 23, 2023

Fed Delivers Dovish Hike Amid Bank Crisis

March 22, 2023March 23, 2023

Xi, Putin Revel In Pageantry As Show Of Defiance

March 20, 2023March 22, 2023

The Swiss Killed The CoCos

March 20, 2023March 21, 2023

Book Closes On Credit Suisse After 167 Years

March 19, 2023March 20, 2023

Most Read

  • Food, Bar Inflation Now Off The Charts In UK
    Food, Bar Inflation Now Off The Charts In UK
  • Some Additional Hikes. Maybe.
    Some Additional Hikes. Maybe.
  • It's Not A Wage-Price Spiral. It's 'Greedflation'!
    It's Not A Wage-Price Spiral. It's 'Greedflation'!
  • The Biggest Confidence Game In History
    The Biggest Confidence Game In History
  • Fed Delivers Dovish Hike Amid Bank Crisis
    Fed Delivers Dovish Hike Amid Bank Crisis

Recent Comments

  • John Liu on Households Could Sell Up To $1.1 Trillion In Stocks: Goldman
  • justmyopinion on It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!
  • John Liu on TikTok CEO Says Xi Jinping Not Hiding In App
  • ChgoDave on TikTok CEO Says Xi Jinping Not Hiding In App
  • therealheisenberg on It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!

Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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