If you took anything away from the past 24 hours in markets, it should probably
Category: Markets
Meanwhile, In Turkey!
If the situation weren’t so burdensome for the populace, I’d say you have to admire
Bank Of England’s Perilous High-Wire Act Continues
The Bank of England raised rates for a seventh consecutive meeting on Thursday, escalating a
Japan Goes To War With Kuroda’s BoJ Over Plunging Yen
The Bank of Japan is now effectively at war with the Japanese finance ministry, an
Powell Wishes He Could Wish Away Inflation. Alas…
The Fed has reached the lowest level of restrictive policy, Jerome Powell said Wednesday, during
A Hawkish 75?
The Fed on Wednesday delivered a third consecutive 75bps rate hike, escalating a historic and,
100 Or Bust
Back in July, when the Bank of Canada aimed a 100bps rocket-propelled grenade at the
Is Kuroda Putting His Personal Legacy Above Japan’s National Interest?
Telling the same yen story over and over again is admittedly a bit tedious, but
JPMorgan, Kolanovic Still ‘Cautiously Optimistic’
The run up in terminal rate pricing and accompanying increase in US real yields are
Paulie Walnuts And The Triumphant Return Of Cash
I left the car running. I always do. It’s still scorching hot around here, and
Mission Impossible: What To Expect From The Fed
All eyes turn to the Fed in the new week. Not that traders weren’t already
‘The World Doesn’t Work Like That’
“The world doesn’t work like that.” That’s what Zoltan Pozsar told Bloomberg earlier this month
The Double-Barreled Threat To Stocks
A near constant theme in these pages — a perpetual topic du jour, if you’ll
US Home Prices Are Destined To Fall
Mortgage rates in the US rose above 6% last week for the first time since
Goldman Raises US Recession Odds. Cuts Growth Outlook
The implied outlook for US economic growth is now “somewhat worse.” That’s according to Goldman,
Bulls Stare Into Dark Abyss As Event Risks Loom
It wasn’t a good week to be a bull. Images of FedEx’s largest one-day plunge
S&P Could Fall 40% In ‘Severe Hawkish’ Scenario
If we assume the likes of Bill Dudley, Larry Summers and Olivier Blanchard are correct
FedEx May Be Wile E. Coyote Moment For Economy, Markets
Wall Street will spend the final day of a somewhat tedious week fretting over FedEx,
Breaking Point
Markets moved closer to what felt like a breaking point Friday. FedEx’s bleak remarks on
Normal Is War
In just two years, everything changed. The pandemic, and then, a ground war in Europe,
Meanwhile, In Japan…
On Thursday, markets were “treated” to another “Econ 101” lesson. While previewing this week’s slate
Here’s ‘Who’ Sold During 2022’s Worst Stock Plunge
If you’re looking to assign blame for US stocks’ worst day of 2022, you can
UK Inflation Nightmare Rolls On, But Truss Blunts Worst-Case
Inflation moderated in the UK last month. Not that it matters. It’s small comfort to
Economists, Celebrities And Reals
Notwithstanding a tough session in Asia, there was no sign of an out and out
When 50-50 Is 100
One, among many, critical dynamics that most market participants either don’t understand or don’t fully
Nomura Calls For 100 Basis Point Fed Hike Next Week
During a year that’ll be remembered by markets and enshrined in textbooks for the most
Inflation Shock Hands US Stocks Worst Day Of 2022
Risk assets weren’t enamored with another disconcerting US inflation report. US equities crumbled after data
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