Regardless of how things turned out on Wall Street Friday, risk sentiment was plainly on
Year: 2022
Treacherous Vibes
The specter of ongoing rate hikes set against decelerating economic activity and persistent inflation isn’t
McElligott ‘Feels Pretty Emphatic’ About This Fed Take
The word “shock” was bandied about on Thursday to describe the Fed’s new dot plot,
‘Owl’ Lagarde Shows Talons As ECB Language Turns Aggressive
The ECB might’ve just become the most hawkish developed market central bank, an unfamiliar role
Did The American Consumer Just Fold?
US retail sales fell by the most since December of 2021 last month, data out
Hiking Into The Stagflationary Abyss
A divided Bank of England raised rates for a ninth consecutive meeting on Thursday, closing
Chinese Retail Sales Crumbled In November
Retail sales plunged in China last month, key data out Thursday showed. While the 5.9%
Unfinished Business
The Fed wants “substantially more evidence” that inflation is on a sustainable path lower. That
When Doves Try
As expected, the Fed raised rates by 50bps on Wednesday, capping a tumultuous year defined
China Reopening: What Could Go Wrong?
The Chinese government — or, more aptly, “the Xi Jinping regime” — postponed the most
Meanwhile, In The UK…
Headlines out of the UK continue to paint a bleak picture of stagflation and generalized
Howard Marks Sees ‘Sea Change’
During the pandemic, I stopped covering Howard Marks’s memos. For a time, I even stopped
Bond Bulls Fashionable Again. BlackRock Isn’t Buying It
Notwithstanding the recent rally that found 10-year US yields below 3.5% on Tuesday following another
‘A Massive, Years-Long Fraud’: SEC Makes Case Against Bankman-Fried
“From at least May 2019 through November 2022, Bankman-Fried engaged in a scheme to defraud
Here Are The Criminal Charges Against Sam Bankman-Fried
“From at least in or about 2019, up to and including in or about November
‘Peak Inflation’ For The Win
For the second month in a row, US consumer prices rose less than expected, emboldening
Record 90% Of Fund Managers Say Inflation Has Peaked
Global growth expectations might’ve bottomed this month among fund managers. That’s according to the December
Samuel Bankman-Fried Is Under Arrest
“Earlier this evening, Bahamian authorities arrested Samuel Bankman-Fried at the request of the US Government,”
Kolanovic Goes Underweight Stocks, Warns Of ‘Potential Risk Event’
Late last month, JPMorgan’s Marko Kolanovic said that by this time next year, central banks
Divergent Stock Outlook Reflects America’s Wealth, Education Divide
Well-off Americans expect a Fed pivot. That’s one way to explain the widest disparity in
Americans Felt Better About Inflation Last Month, Fed Says
Good news: Near-term consumer inflation expectations moderated significantly in November, according to the latest installment
Recreating The Sun
The holy grail was located near San Francisco. California-based scientists studying fusion energy at the
China’s ‘Giant Wave’
“Official COVID case counts have been rendered meaningless.” So declared Bloomberg on Monday, in an
Central Banks Set For 225 Basis Point Hiking Flourish
The December FOMC meeting is the marquee event this week, but Jerome Powell won’t be
Fed Finale: What To Expect From 2022’s Last Meeting
This time last year, the Fed was busy disavowing “transitory” as a description of the
Is The Fed Trying Hard Enough?
Rates aren’t high enough yet. If you like tautologies, that’s the best way to explain
JPMorgan Ponders ‘Armageddon’ Scenario
“Pause is not enough.” That’s one of four possible macro scenarios included in JPMorgan’s 2023
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