If you’re looking for evidence that the general tenor (readers will hopefully appreciate the pun)
Category: Duly Noted
Brave New Markets
Last year, Nomura’s Charlie McElligott suggested that every session had become its own self-contained narrative
Highs Before Valentine’s Day
Nearly $50 billion flowed into global equity funds over the past four weeks, according to
Food Prices Are Lower, So Where Are The Savings?
A fixture of the US political news cycle during the developed world’s worst bout of
The Fed’s Latest ‘Credibility Crisis’
Does the Fed have a credibility crisis? Before you answer, let me give you the
Debt Ceiling: What If?
Although it’s far too early for equity benchmarks to care about “trivial” matters like a
Micromanaging Stocks Until Inflation Cools
Although you wouldn’t know it to look at financial conditions or, relatedly, stocks, bonds and
In FOMO Rally, Investors Forget ‘Cardinal Rule’
“Don’t fight the Fed,” says the old adage. But that’s exactly what traders — carbon-based
‘COVID Zero’ Was Expensive
“COVID zero” was expensive. China notched a record deficit of almost CNY9 trillion in 2022,
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