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Day: December 1, 2022

This May Be Fed’s ‘Final Phase Shift’

December 1, 2022December 3, 2022

On Thursday, in “Powell Didn’t Try To Kill The Rally. And That’s Notable,” I contextualized

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8 Comments on This May Be Fed’s ‘Final Phase Shift’

Powell Didn’t Try To Kill The Rally. And That’s Notable

December 1, 2022December 3, 2022

There wasn’t much America’s beleaguered technocrat in chief could’ve said differently this week to short

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1 Comment on Powell Didn’t Try To Kill The Rally. And That’s Notable

Good. Bad. What’s The Difference?

December 1, 2022December 2, 2022

Bad news. Good news. What’s the difference these days? It’s hard to say in an

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4 Comments on Good. Bad. What’s The Difference?

Same Picture, Different Data

December 1, 2022December 1, 2022

The BEA handed markets a generally cooperative set of data on Thursday, one session on

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7 Comments on Same Picture, Different Data

Beloved Comrades

December 1, 2022December 9, 2022

There’s a raging bull market in news out of China. Every day brings a new

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7 Comments on Beloved Comrades

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
  • It's Not A Wage-Price Spiral. It's 'Greedflation'!
    It's Not A Wage-Price Spiral. It's 'Greedflation'!
  • Some Additional Hikes. Maybe.
    Some Additional Hikes. Maybe.
  • Ambiguous New Home Sales Suggests Prices Firmed After Drop
    Ambiguous New Home Sales Suggests Prices Firmed After Drop
  • TikTok CEO Says Xi Jinping Not Hiding In App
    TikTok CEO Says Xi Jinping Not Hiding In App

Recent Comments

  • Tommy Shelby on It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!
  • Eddie Z on It’s Not A Wage-Price Spiral. It’s ‘Greedflation’!
  • 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

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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