Hot on the heels of a cool read on US factory activity, markets were treated
Month: November 2022
UK Faces Unimaginably Cruel Two Years, BoE Forecasts Suggest
The Bank of England on Thursday hiked rates by 75bps. It was a landmark moment.
The Rug Pull
The Fed “executed the rare ‘dovish statement, but 10/10 hawkish presser’ surprise,” Nomura’s Charlie McElligott
The Scientific Method
Jerome Powell almost threaded the needle on Wednesday. Around 20 minutes into one of the
Fed Tips Slower Hikes, But Restrictive Nod May Placate Hawks
The Fed on Wednesday hiked rates by 75bps, as expected. It marked the fourth consecutive
Terminal Patient
This’ll be stale as soon as Jerome Powell speaks on Wednesday afternoon, but only in
Really Strong, Really Uneven
Despair, dear friends. Despair. US private sector employers added more jobs last month than any
Burning City On A Hill
I’ve come to despise politics, which is unfortunate because I was raised around political scientists,
Were Mega-Cap US Tech Stocks ‘Imposters’ All Along?
Over the past, let’s call it three or four years, I’ve repeatedly referenced the suggestion
‘Soft Landing’ Hopes Electrocuted By Million-Volt JOLTS Beat
Crucial labor market data released a day ahead of the Fed’s November policy meeting suggested
Good News, Bad News And Vice Versa
US factory activity is on the verge of contracting. That’s the bad news. The good
Crucial ‘Downshift’ Narrative Confirmed On Dubious RBA Anniversary
It looks as though central banks have decided that downshifting to smaller rate hike increments
The ‘Reopening Committee’
The Chinese Foreign Ministry is “not aware” of any committees tasked with coordinating a grand
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