US producer prices rose far more than expected in January, closely-watched data out Tuesday showed.
Category: Markets
‘Without A Single Shot Fired’?
Risk sentiment improved markedly Tuesday on reports that “some” Russian troops and armored vehicles returned
Only Jim Bullard Can Save Us Now
“Our credibility is on the line here,” an unapologetic Jim Bullard said Monday, reiterating concerns
Inflation Has Peaked. Time To Obsess Over Growth
It’s time to worry more about growth than inflation. Or, at the least, to consider
‘Outright Recession’: Wilson Warns On ‘Polar Vortex’
Sometimes (ok, quite often), it pays to think counterintuitively. Late last week, when the White
Markets In Crisis Mode As Ukraine Worries Spiral
Global risk sentiment was severely impaired to start the new week, as concerns over a
Ukraine, Not Fed, Caused Wild Stock Swings, One Bank Suggests
This week has the potential to be another minefield for traders and investors. Just like
For Weary Markets, No Respite
Those weary of inflation banter and Fed speculation will get no respite in the new
‘Inflation, Disease, War’
“World’s top economies confront inflation, disease, war,” one Sunday headline read. When G-20 finance ministers
$50 Billion Cash-For-Stocks Swap Belies Fed Panic
Investors pulled billions from money market funds in the four weeks through mid-February, a period
Goldman Cuts S&P Forecast Citing ‘Dramatic’ Fed Shift
Thanks in part to solid fourth quarter results, US equities “found their footing” following a
Whatever It Is, We Know What It Ain’t
Admittedly, lampooning “transitory” or otherwise reiterating just how wrong policymakers turned out to be on
‘Any Day Now’: Ukraine Invasion Warning Hits Fragile Markets
Investors scarcely needed another reason to worry amid escalating Fed concerns and a lingering suspicion
The National Conversation
In the 24 hours following the release of January’s inflation data, I’ve been adamant about the
Jerome Powell’s Inaction Risks Irreparable Damage To Fed
Tension lingered Friday as shell-shocked investors pondered the prospect of an emergency rate hike from
Panic Button
However it turns out for US equities this week, I can confidently say, one full
Let The Inversions Begin!
The market reaction to an unfortunate inflation report was as predictable as it was dramatic.
Very Troubling Inflation Report Piles Pressure On Fed
US consumer prices rose more than expected in January, closely-watched data out Thursday showed. Headline
From The Reel: Record China Credit, ‘No Chance’ Of BoJ Tightening
UK shares finally erased their pandemic declines, China reported a record amount of new yuan
Noise Machine
I’m just as exhausted with Fed speculation as the next guy. More so, in all
‘Was That It?’: Bearish Psyche Versus The Right Tail
It could be an afterthought by the end of the week depending on how patient
‘Hiking Into A Boom’: The Paradoxical Tail Risk
For the last two months, I’ve parroted some version of the “hiking into a slowdown”
Diamond Hands
Risk sentiment was reasonably buoyant Wednesday, as global equities rose lacking any obvious catalyst other
‘How Can This Possibly End Well?’ Kolanovic’s Team Answers
“How can this possibly end well?”, America’s largest bank wondered, in a new note. It
Still Pending
US equities meandered through another mostly meaningless session Tuesday. Traders were stuck in suspended animation
Dealer Gamma As Modern Market Structure’s ‘Core Truth’
Last week, I talked a bit about market depth and a seemingly acute dearth of
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