The Roarin’ 2020s And The Death Of The Bond Bull
In this century’s iteration of the “Roarin’ 20s,” the word “Roarin” has a decidedly negative
In this century’s iteration of the “Roarin’ 20s,” the word “Roarin” has a decidedly negative
In the weeks since the West moved to seize Russia’s foreign currency reserves, (too) many
Hong Kong shares succumbed to outright panic on Monday amid a bevy of concerns ranging
“The war” is already such a ubiquitous part of the daily news cycle that it’s
Although it took weeks for the US and the UK to formally ban Russian crude
“Anyone in the commodities world is experiencing a perfect storm as correlations suddenly shot to
The headlines for Vladimir Putin’s Russia were ominous on Thursday. “The West is trying to
Markets are exciting. They can also be highly unpredictable, disheartening and, depending on the context,
The world moved closer on Saturday to deploying the economic nuclear option against Russia. In
Last month, in “War Drums,” I suggested that whatever Vladimir Putin intended to do in
Joe Biden on Tuesday unveiled sanctions on Russian sovereign debt and promised “an even steeper
UK shares finally erased their pandemic declines, China reported a record amount of new yuan
Jerome Powell’s press conference performance, and particularly the Chair’s multiple references to this cycle being
Headlines centered around China’s economy Monday after the latest batch of key data painted a
The Chinese economic expansion slowed in the fourth quarter, but not nearly as much as
Headlines will doubtlessly (and rightfully) tout China’s record exports in 2021, but if you’re looking
Consumer prices and factory gate inflation rolled over in China last month, key data out
It was an inauspicious start to 2022 in Hong Kong, where shares fell on the
“In our view, the economy may need more than commitments,” SocGen’s Wei Yao and Michelle
Most traders and investors long ago came to accept (sometimes begrudgingly, sometimes quite happily) the
“You can’t ignore the policy signals,” Eddie Cheung, an EM strategist at Credit Agricole, said
We’ve seen it before. The Fed pivots hawkish, only to recant in the face of
Just one business day after Premier Li Keqiang tipped incremental policy easing aimed at bolstering
Anything perceived as reducing the odds of incremental monetary accommodation is bad. That simple lesson
There was more trouble in paradise on Thursday. Chinese developer Kaisa Group said a subsidiary
Central banks may be reinstating the fourth wall. Following Janet Yellen’s decision to postpone liftoff
Last week, I wrote that seemingly everyone has coalesced around some variation on a bearish
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