Hard Rexit.

Let’s see, where do we start with the crazy?


Hit Me With Some More Goldilocks My Dude: Stocks Rise, Dollar Falls After CPI

Looks like people are going to go ahead and read the CPI print as further evidence that “Goldilocks” is alive and well.

CPI Matches Estimates – Kanye Shrug?


There’s Nowhere To Hide.

Good luck.

And Now, We Wait.

It says a lot about how uninspiring a given day truly was when the biggest news involves Larry Kudlow.

A Lonely Landmine: Full Week Ahead Preview

Trade banter and CPI. That is all. Or at least all we know.

The Interview.

Well, what can you say about this week?

Jobs Report Confuses Everyone Except Stocks, Which Are Not Confused


Steel Yourself.

Headlines aplenty and a man on fire.

(Trade) War And Peace.

Ok, let’s just step back for a second and take stock of everything that’s happened in the past 72 hours.

Trader: ‘That’s Not A Bond Bear Market’…

“And you would think that this might be bullish for bonds, but no, far from it. A Central Bank that is not willing to invert the curve and take the economic hit from forcing a recession is a bond investor’s nightmare. After all, apart from default, inflation is the absolute worse thing out there.”

Trade On, Trade Off.

Days like today are always amusing to the extent they bring out the Don Quixote in people.

Not For The Faint-Hearted: Full Week Ahead Preview

This is not going to be for the faint of heart.

Have Genius, Will Travel.

Well needless to say, this was not a particularly inspiring week.

Moody’s: ‘March Is Off To A Horrible Start, Tariffs Warn Of Even Faster Price Inflation’

“Do not be surprised if a very adverse reaction by financial markets forces the administration to reconsider the tariff proposals.”