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Mitch McConnell Ponders Personally Relegating Trump To Dustbin Of Political History

Mitch McConnell Ponders Personally Relegating Trump To Dustbin Of Political History

January 13, 2021January 19, 20214 min read

We’d all be remiss not to take note when reports indicate that Mitch McConnell has finally thrown in the towel on Donald Trump. Regular readers

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9 Comments on Mitch McConnell Ponders Personally Relegating Trump To Dustbin Of Political History
US Inflation Steady, As Benign CPI Report Damps Inflation Rancor

US Inflation Steady, As Benign CPI Report Damps Inflation Rancor

January 13, 2021January 13, 20212 min read

Inflation in the US matched estimates for December, data out Wednesday showed. The latest read on CPI stateside comes as Fed officials debate the merits

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The ‘Totally Appropriate’ Tail Risk

The ‘Totally Appropriate’ Tail Risk

January 12, 2021January 20, 20215 min read

It’s not likely that Americans, as a body politic, will come to any kind of “consensus” in the near future vis-à-vis the correct course for

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6 Comments on The ‘Totally Appropriate’ Tail Risk
Here’s When Higher Yields Will ‘Become A Problem,’ According To One Bank

Here’s When Higher Yields Will ‘Become A Problem,’ According To One Bank

January 12, 2021January 13, 20213 min read

When will rising US bond yields become a problem for equities and risk assets more generally? That’s one of the key questions right now, and

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3 Comments on Here’s When Higher Yields Will ‘Become A Problem,’ According To One Bank
Whose Fault Is This, Anyway?

Whose Fault Is This, Anyway?

January 12, 2021January 13, 20217 min read

An unchanged landscape provided for nothing in the way of resolution Tuesday, as investors and traders continued to ponder a set of unanswerable questions. Donald

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29 Comments on Whose Fault Is This, Anyway?
Despite Virus Mutation, ‘Unprecedented Riot’ In D.C., Goldman Says World In ‘Home Stretch’

Despite Virus Mutation, ‘Unprecedented Riot’ In D.C., Goldman Says World In ‘Home Stretch’

January 12, 2021January 18, 20214 min read

I’ve used the “light”/”tunnel” analogy. Goldman calls it the “home stretch.” However you choose to conceptualize the situation, the idea (the hope) is that each

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7 Comments on Despite Virus Mutation, ‘Unprecedented Riot’ In D.C., Goldman Says World In ‘Home Stretch’

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