For Entertainment Purposes Only
I suppose I should pretend to have something introspective to say about Joe Biden’s budget,
I suppose I should pretend to have something introspective to say about Joe Biden’s budget,
March is a “high risk” month for US equities. That’s according to Morgan Stanley’s Mike
“Our track record at understanding inflation is really, really bad.” That rather stark admission, from
If you read any overdramatized market wraps produced by mainstream financial media outlets headed into
As the curtain closes on 2022, existential questions abound. Is the world headed for a
This time four years ago, Donald Trump was busy berating Jerome Powell’s golf game on
It’s a heretical notion, but I’m compelled to repeat it at regular intervals: It’s the
The rapidity (perhaps “ferocity” is more apt at this juncture) of Fed hikes has markets
There’s growing consternation among the analyst community that markets are insufficiently attentive to the risks
Mike Wilson was “surprised” by the “magnitude” of a bear market rally that propelled US
Neel Kashkari isn’t about to let a recession stop him from bringing inflation back down
An already convoluted outlook for markets was complicated further on Friday by a jobs report
“Welcome to the war economy, where heads of state matter more than heads of central
Joe Biden subtly blamed Jerome Powell for the recession both men claim the US isn’t
There’s nothing you can do. Just as the Fed has no “good” options at a
The world’s largest economy is in a recession. Sort of. The Atlanta Fed’s GDPNow tracker
Jerome Powell is a victim of circumstance, a golfer who “can’t putt,” a professional fall
Over the last 48 hours, Joe Biden made it pretty clear who voters should blame
Mainstream media outlets leaned on old faithful to explain another dizzying session for US equities,
On at least two occasions since the onset of hostilities in eastern Europe, I suggested
Stocks are looking past rising yields in part because the move in reals merely marks
Traders and investors will hear from a long list of Fed speakers in the new
I’m not a fan of visual analogues in the market context. They’re (almost) always “chart
In the 24 hours following the release of January’s inflation data, I’ve been adamant about the
Thursday’s overarching narrative was that this time around, Jerome Powell isn’t going to bend the
For the first time since the emergence of the Omicron variant, money markets bet on
“Today’s report… demonstrates that we are making progress in slowing the rate of price increases,”
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