“Keep Your Composure!” Dollar Finds Its Footing, Markets Dodge Trump-Induced “Freak Out”
“We’ve come too far, there’s too much to lose!”
“We’ve come too far, there’s too much to lose!”
Needless to say, macro news and market coverage will take a backseat in the coming
Jerome Powell’s in Sintra this week hanging out with his global counterparts at the ECB’s
A growing chorus is concerned about the read-through of a prospective GOP election sweep for
Naturally, the GOP would have you believe that if Joe Biden’s reelected, or if Democrats
Markets and the people who trade them (that could be a soap opera: “Last time,
Imagine a world where Fed officials were required to say something new, or at least
If you’re wondering why the risk-asset rally feels inexorable on most days — why the
Come one, come all! “Super users” and novices alike! It’s CPI week in the US.
“Stay bullish.” That’s the message from a lot of people. From anyone you care to
The US economy added far (far) more jobs than expected last month and annual revisions
Investors are “divorced from cyclical reality.” That’s according to SocGen’s Albert Edwards, who, if past
Inflation updates from both the US and Europe top the macro agenda in the new
It’s a short trading week in the US, where Americans will gather with family members
The top question now for markets is whether traders and investors are jumping the gun
Rates (and bond yields and financing costs for homes) may seem high to you, but
This week’s data docket in the US isn’t exactly sparse, but nothing sticks out as
The word “macroeconomics” doesn’t exactly get the blood boiling, and neither, really, do ostensibly exciting
We’re probably in ad nauseam territory by now when it comes to the “cash as
The US probably isn’t headed for a recession anymore. That’s according to BofA, which this
No one seriously believes that Donald Trump is “innocent,” where innocent means he didn’t actually
Last week, I noted that at least a couple of sell-side strategists are keen to
Drum roll! The most important US CPI report since… well, since last month’s report, showed
As you might’ve heard, there’s no such thing as “facts” anymore. Facts went out of
Retail sales, housing data and debt ceiling drama will dominate the market narrative in the
On Friday, Michael Barr released the Fed’s internal review of its supervision and regulation of
A pre-FOMC limbo found investors biding time. It didn’t feel like a “crisis” day. Indeed,
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