Regular readers will fondly (or not) recall my three-month foray into Web3 and decentralized finance.
Category: Markets
Breaking: Fed Goes Broke
The people who control the money are broke! Fair warning: This is a heavy sarcasm
IMF Serves Up Lavish Banquet Of Doom
It’s not lookin’ good. That’s the short version of the IMF’s new World Economic Outlook.
UK ‘Mixes Uppers With Downers’ In Wild Policy Debacle
A glaring policy disparity is emerging in the UK, and I don’t just mean between
Linker Madness Forces Bank Of England Further Down Rabbit Hole
LDI funds in the UK “have made substantial progress” over the past week in addressing
Dimon, Jones, Socrates And Wood
Sometimes (ok, pretty much all of the time) I wonder whether we, as market participants,
‘Unanimous? Really?’: Cathie Wood’s Open Letter To Jay Powell
Regular readers have heard the story more times than most probably care to recall. I
Chips Ahoy!
Wars, wars everywhere. Lost in the macabre daily news flow out of Ukraine Monday was
Still Meeting Outside The Bunker. For Now
For those weary of war and macro doomsaying, the week ahead will be an arduous
Earnings Season Is Here!
Earnings season is upon us, and that’s not necessarily a good thing. The “profit reckoning”
Plenty Of Pain. Still No Gain
“Fed officials won’t relent on path to 4.5% and may move higher,” one headline declared
R** And The Funniest Thing You’ll Read All Week
The topic du jour across markets and macro in October is the “breakage” discussion. Posed
75 Minutes To Midnight
As you might imagine, the September jobs report was widely viewed as confirmatory for another
Investors Flee Screaming To Cash Amid ‘Armageddon’ Overhang
Cash isn’t trash anymore. Maybe you noticed. Ray Dalio did. “As John Maynard Keynes is
One Bear Is ‘So Tempted’ To Turn Contrarian Bull. Alas…
It’s “so tempting to be a contrarian bull,” BofA’s Michael Hartnett said. After all, bonds
Bassman Warns Of ‘Full-On Recession’ From Housing ‘Halt’
I am not sure how fast the Fed will start to cut rates because CPI
‘Abundant, Wide’ Market Dislocations ‘Unlikely To Disappear’: Kocic
These are unprecedented times. I’m immediately compelled to roll out two caveats that frustrate some
OPEC+ Output Cut: The Bigger Picture
There’s most assuredly a tie in between the naked politicization of the world’s most financialized
The OPEC Problem
“Shortsighted.” That, in a word, is what the Biden White House thought of OPEC+’s move
Why Would The Bond Vigilantes Spare The Bank Of England?
Since announcing an emergency bond market intervention last week to prevent the UK pension complex
The ‘Absolutely Staggering’ Flows Behind This Week’s Fireworks
On Tuesday evening, while recapping the largest two-day gain for US shares since the tumultuous
The New ‘Now’ Zeitgeist
Policy pivot euphoria waned Wednesday, as investors and traders weighed persistent inflation and tough-talking central
$35 Trillion Was Enough (Pivot Point)
A year ago last month, the Norges Bank became the first central bank to raise
Elon Musk Scales New Heights Of Ignominy
Let me state this clearly: I have no desire to waste my time or yours
‘Soft Landing’ Narrative Gets Its Lazarus Moment
Suddenly, the data is playing along. US job openings notched one of their largest monthly
Dalio Gives Up Running Bridgewater To Mentor The People Running It
Ray Dalio “no longer has the final word” at Bridgewater. That’s a quote from co-Chief
You must be logged in to post a comment.