Russia, The Dollar And The Real Realpolitik
Janet Yellen may force Russia and, in some cases, the country’s corporate sector, into default.
Janet Yellen may force Russia and, in some cases, the country’s corporate sector, into default.
Equities and rates were a hopeless conundrum Tuesday ahead of the March Fed minutes which,
Headlines continued to paint a somewhat grim macro picture Tuesday. 2020 now seems like an
“Remember I got criticized for calling Putin a war criminal,” Joe Biden reminded reporters on
JPMorgan is prepared for anything “in all times,” Jamie Dimon declared on Monday, in his
The EU on Monday called on Vladimir Putin to stop the war in Ukraine “immediately”
Zoltan Pozsar scarcely needs to exalt himself. The financial media does that for him. In
In what the pessimists among you might fairly characterize as a somewhat foreboding development, the
Last week, the Russian Defense Ministry claimed to have “practically” decimated Ukraine’s air force and
“That’s a big number.” “Those are pretty ugly prints.” Those (real) quotes give you a
One problem with spending decades cultivating fear among friends, foes and everyone in-between, is that
Although the S&P just logged its first losing quarter since the onset of the pandemic,
Frustrated by a recalcitrant OPEC and wary of ongoing, energy-driven inflation ahead of the US
In early February, one bank’s equity derivatives team suggested market participants were assigning too much
German inflation accelerated at the fastest pace in decades in March, preliminary figures released on
Peace talks in Istanbul yielded “no breakthrough,” the Kremlin said Wednesday. Lots of work remains
Recep Tayyip Erdogan himself presided over the latest round of peace talks between Ukraine and
The Fed knows who to blame for the highest US inflation in a generation. Spoiler
Equity investors need to answer one simple question: Will Jerome Powell follow through? Weeks of
A slate of top-tier US data greets market participants in the new week, as equities
“As you’ve heard us say, repeatedly, we do not have a strategy of regime change
If you’re curious to know why the Saudis aren’t more responsive when it comes to
More cracks in the foundation. Pardon the pun. Again. Two days after data showed new
“Sentiment in the German economy has collapsed,” Ifo President Clemens Fuest proclaimed on Friday. The
Most citizens in advanced economies aren’t accustomed to economic suffering. That’s a generalization, of course.
If you’ve been “unfriendly” to Russia lately, you may need to pay Vladimir Putin in
Last week, I talked at some length about the purported death of the four-decade bond
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