Dollar dominance is facing its biggest test in the (short) history of American empire: True
Category: Markets
Chris Waller Really Wishes Donald Trump Would Notice Him
Chris Waller would really appreciate it if someone — anyone — would acknowledge how hard
Donald Trump’s Putting Jerome Powell In Danger
When Jerome Powell was asked this week about his “friend down at 1600 Pennsylvania Avenue,”
Back To ZIRP!
We’re back to ZIRP. In Switzerland. Swiss monetary policy’s somewhat eccentric. They aim for price
Not That, This
Jerome Powell’s press conference was a sleepy, uneventful affair on Wednesday. Although tariff expectations have
‘Stupid’ Fed Still Sees Two 2025 Cuts, But Fewer Later
The Fed kept rates unchanged Wednesday, much to the chagrin of a certain US president
Supply And Demand, Buybacks And Robots
This isn’t well understood among a lot of “everyday investors” (whatever that means), but stock
What To Expect From The June FOMC Meeting
The Fed will keep rates on hold this week. And Donald Trump will be furious
‘Sell America’: Hyperbole Or Epochal Shift?
At the risk of positing a strawman, sometimes it feels like Wall Street strategists and
Ice Cream TACOs
I hesitate to weigh in on the near-term trajectory of… well, of anything, really. Tomorrow’s
The Bullish Side Of Unprecedented Trade Uncertainty
If you’re searching for a silver lining in the dense fog of uncertainty hanging over
Long-Bond Drama Reignites 60/40 Debate
There’s no shortage of handwringing over the dollar’s recent decoupling from Treasury yields. As discussed
Are Investors Abandoning US Stocks?
Are investors abandoning US equities? No. Yes. Maybe? It’s not a straightforward question. Answering it’s
‘Hot’ America
We’re in month six of 2025, which is to say nearly halfway through the year.
Rocket Fuel And Melodrama
It never stops. The soap opera never stops in Donald Trump’s America. Every, single day
ECB Declares Inflation Victory, Cuts Eighth Time
The ECB all but declared victory over inflation on Thursday, when Christine Lagarde — who
Will Scott Bessent Have To Cut The Coupons?
I wouldn’t describe it as “consensus,” or not yet anyway, but calls for Scott Bessent
Is Corporate America A Safer Bet Than The US Government?
This should go without saying, but US equities still aren’t cheap. I don’t know why
When All Other Plunge Protection Fails…
Listen, if Scott Bessent can’t find anyone to buy America’s debt, he can just cajole
Move Fast And Break The Bonds
New week, same concerns. The bear steepener was back in the Treasury curve, the dollar
Trading The Tariff Range
In addition to top-tier US macro data, traders will be compelled to grapple in the
Capital Wars Are Here
Foreign investors didn’t need another reason to be skeptical of US assets. Militant mercantilism, policy
Game Of Chicken (The Trump Collar Explained)
Legendary fast food connoisseur Donald Trump doesn’t like the “TACO”s. A fixture of Trump’s tariff
TACO Stall
The world’s two largest economies might’ve made “great progress,” as Donald Trump put it, towards
At The President’s Invitation
“Donnie, I got sent for.” On Thursday, the Fed casually announced that Jerome Powell was
Huang Praises The Revolution As Nvidia Results Clouded By China Curbs
Nvidia — maybe you’ve heard of it — beat on the top-line in results released
17 Times The Uncertainty
The word “uncertainty” came up 17 times in the May FOMC minutes, released on Wednesday
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