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Category: inflation

As The World Turns: Full Week Ahead Preview

July 8, 2018July 11, 2018

Or “burns” – whichever.

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3 Comments on As The World Turns: Full Week Ahead Preview

The Real Estate Developer, The Chinese Strongman And Cheshire Cat’s Smile

June 19, 2018June 19, 2018

But I don’t want to go among mad people.

Oh, you can’t help that. We’re all mad here. 

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11 Comments on The Real Estate Developer, The Chinese Strongman And Cheshire Cat’s Smile

Breaking News: Real People Are Still Struggling To Pay The Bills

June 12, 2018

“What are the biggest risks to your financial situation?”

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5 Comments on Breaking News: Real People Are Still Struggling To Pay The Bills

Still ‘Goldilocks’? Inflation Jumps To Six- Year High

June 12, 2018June 12, 2018

So is this “good” news or “bad” news or somewhere in between?

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4 Comments on Still ‘Goldilocks’? Inflation Jumps To Six- Year High

The ‘Most Important Week Of The Year’? Full Week Ahead Preview

June 11, 2018June 11, 2018

I doubt it, but as Trump would say, “we’ll see what happens”…

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4 Comments on The ‘Most Important Week Of The Year’? Full Week Ahead Preview

Trader: ‘This Is My Prediction’ On Inflation

June 10, 2018November 13, 2018

“Well, bought from them.”

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4 Comments on Trader: ‘This Is My Prediction’ On Inflation

‘This Screams Fed Tightening & Late Cycle’

May 25, 2018

One bank has a message for you…

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4 Comments on ‘This Screams Fed Tightening & Late Cycle’

What Does History Say About Mideast Turmoil, Crude And Inflation?

May 13, 2018

More questions than answers, as per usual.

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Forget The Bombs, Buy The Stocks.

May 10, 2018May 10, 2018

Risk on.

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oil1 Comment on Forget The Bombs, Buy The Stocks.

CPI Misses As Investors Get Possible Reprieve From Inflation Jitters

May 10, 2018May 10, 2018

Do you feel better?

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6 Comments on CPI Misses As Investors Get Possible Reprieve From Inflation Jitters

10Y Yields Are Back Above 3% And Oil Is Surging – What Happens Next?

May 9, 2018

10Y yields rose above 3% again overnight, so I guess Jamie Dimon is getting closer to being “right” all the time.

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Pushing Against The Big Wave

May 7, 2018November 13, 2018

“And if the money velocity stops declining, and god forbid, even increases, what will happen to the mountain of monetary stimulus that has been administered over the past decade?”

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5 Comments on Pushing Against The Big Wave

And Now, Back To Your Regularly Scheduled Minefield Sprint: Full Week Ahead Preview

May 6, 2018

So yeah, cue the mascot minefield meme.

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oil2 Comments on And Now, Back To Your Regularly Scheduled Minefield Sprint: Full Week Ahead Preview

‘Don’t Panic’ And The ‘Last Man Standing’

May 5, 2018

Douglas Adams time.

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4 Comments on ‘Don’t Panic’ And The ‘Last Man Standing’

David Stockman Is Not Particularly Amused With Your Inflation Targeting

May 3, 2018

“Is there any evidence that the microscopic variance between 1.9%  and 2.3% inflation on the PCE deflator makes any difference to the performance and prosperity of the main street economy?”

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4 Comments on David Stockman Is Not Particularly Amused With Your Inflation Targeting

Follow The (Convexity) Flows: Restriking Of The Fed Put Revisited

April 30, 2018

“In that environment, convexity withdrawal creates a reinforcing loop where more turbulence in risk assets tends to cause stability in fixed income.”

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‘America First’: Full Week Ahead Preview

April 29, 2018

Ok, well all eyes will be on the U.S. in the week ahead.

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Bad Things Come In 3s.

April 23, 2018

This was just the kind of day that makes you dread the rest of the week.

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oil1 Comment on Bad Things Come In 3s.

Are We Living In A Self-Regulating System?

April 23, 2018

I don’t know, fuck it.

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4 Comments on Are We Living In A Self-Regulating System?

Behold: An ‘Incubator For Vicious Steepeners’

April 21, 2018

Something tells us this is an underappreciated tail risk, indeed.

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7 Comments on Behold: An ‘Incubator For Vicious Steepeners’

A Unified Theory Of Everything: From The Fed, To Volatility, To LIBOR To BTFD

April 19, 2018April 19, 2018

Got all of that? 

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oil1 Comment on A Unified Theory Of Everything: From The Fed, To Volatility, To LIBOR To BTFD

A Bit Of Confusion.

April 19, 2018April 19, 2018

Well, that was interesting.

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Epsilon Theory: ‘The Stage Is Set For An Explosive Market Re-evaluation Of Inflation’

April 15, 2018

“The day-to-day and intraday market swings over the past six weeks have been absolutely ferocious.”

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2 Comments on Epsilon Theory: ‘The Stage Is Set For An Explosive Market Re-evaluation Of Inflation’

CPI Basically In Line As Wireless ‘Distortion’ Starts To Roll Off

April 11, 2018April 11, 2018

Without further ado…

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War And (No) Peace: Full Week Ahead Preview

April 8, 2018

Say your prayers.

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oil2 Comments on War And (No) Peace: Full Week Ahead Preview

‘In Late January A Client Called Us With An Exasperated Query’: Why Barclays Sees A ‘Bumpy Road Ahead’

March 27, 2018March 27, 2018

“In the last week of January, as equities went on yet another run, a client who had been waiting to buy the dip called us with an exasperated query.”

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2 Comments on ‘In Late January A Client Called Us With An Exasperated Query’: Why Barclays Sees A ‘Bumpy Road Ahead’

Upside Down: Full Week Ahead Preview

March 25, 2018March 25, 2018

I don’t know where you’re supposed to turn for “analysis” from here. 

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Monthly Letter+

  • Reinventing Wheels

    April 23, 2023May 2, 2023

Week’s News

Don’t Short A Bubble

May 25, 2023May 27, 2023

Nvidia Scores Historic One-Day Value Gain On ‘iPhone Moment’

May 25, 2023May 26, 2023

Man Who Downgraded America Weighs In On Debt Ceiling Drama

May 23, 2023May 24, 2023

Corporate America’s New Strategy: Just Say ‘A.I.’

May 22, 2023May 23, 2023

Debt Ceiling Crisis Spotlights Democracy’s Dilemma

May 21, 2023May 22, 2023

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