When it comes to the process of normalizing monetary policy, the ECB is “really very
Author: therealheisenberg
Retail Sales Loiter As Nervous Americans Eye Prices
Markets escaped the last of this week’s top-tier US data mostly unscathed. Retail sales in
‘You Had One Job’
The absence of a governor didn’t stop South Korea from hiking rates on Thursday, when
Germany Is Asking Itself The Wrong Questions
We’re probably asking the wrong questions about the German economy. Since the onset of hostilities
‘This Is Concerning’: PPI Scorcher Torches CPI Relief Narrative
A day on from another generationally high read on US consumer prices, data suggested pipeline
UK’s ‘Cost Of Living Crisis’ Spirals
Wholly predictable outcomes are scarcely worth mentioning. But when it comes to pervasive inflation in
JPMorgan Takes Half-Billion Russia Loss, Mortgage Volumes Plunge
JPMorgan delivered mixed first quarter results on Wednesday, as earnings season kicked off in the
‘Path Of Least Regret’: New Zealand, Canada Send A Message
New Zealand took “the path of least regret” on Wednesday, when RBNZ opted for a
‘If Not By Accident, By Design’: Why One Bank Sees US Recession
The Fed is on the brink of a policy error. You’ve probably heard that at
For Main Street, March’s US Inflation Report Is Disastrous
Depending on your perspective, March’s report on consumer prices in the US was no worse
America’s Inflation Problem Worsened In March
Core US consumer prices rose less than expected in March, closely watched data out Tuesday
Small Business Optimism Sinks. Outlook Worst Ever
A key gauge of small business optimism sank to the worst levels since the onset
Treasury Yields Test Downtrend With Inflation Genie ‘Out Of The Bottle’
Investor angst remained palpable Tuesday, as bonds threatened to extend losses on persistent inflation fears
Would You Like Context With Your Kolanovic?
Quite often, I’m compelled to emit a wry chuckle at the headlines emanating from mainstream
Middle Class Now Terrified Of Inflation
There’s good news and there’s bad news if you’re the Fed and you’re concerned about
Allies May Seize, Sell Russia’s Oil Fleet, Assets, Ukraine Says
Ukraine wants reparations. Already. The Russian military has inflicted at least $1 trillion in damage
Chinese Economy Is Magic 8-Ball: ‘Reply Hazy’
It wasn’t all bad news in China to start the new week. Although stocks suffered
Xi Restricts Mutual Fund Selling Amid Failing Shanghai Lockdown
Chinese tech stocks tumbled anew Monday amid a broader rout in Mainland and Hong Kong
A Fully-Priced Fed And The ‘Real’ Danger Zone
I’ve said this before, and it turned out to be wrong, so I hesitate to
Uncertainty: What To Expect From Q1 Earnings Season
“Uncertainty” will be the buzzword on conference calls during Q1 earnings season, which kicks off
This Week: Inflation, War And The War On Inflation
America may be nearing peak inflation, but that won’t be apparent in CPI figures for
Bear Markets And The Biggest Fool’s Errand
This scarcely bears mentioning, but considering what stocks, rates and, increasingly, analysts, are saying about
‘Dead’ Bonds Could Be Screaming Buy As Downturn Looms
When it comes to portfolio diversifiers, Bridgewater isn’t sure whether bonds are “dead or in
US Stocks Are Trading A Hard Landing. Already
US equities are in the process of “moving on,” and in this context, that’s not
US Recession: ‘Soooo Consensus’
A trying week for markets and the international community ended with more bloodshed in Ukraine
Six Catalysts For ‘Atlas To Fall’
If there’s one thing you can depend on in a world where everything’s amiss, it’s
‘Giant Leap’: Global Food Prices Stage Unthinkable Surge
“A giant leap.” That’s how the UN’s food and agriculture organization described the latest monthly
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