Barbarians At The Gaetz
To let some (most?) Republicans tell it, Americans stay up at night fretting over the
To let some (most?) Republicans tell it, Americans stay up at night fretting over the
As noted here last week, not all market participants have reason to concern themselves with
Every few years, de-dollarization charges back above the proverbial fold in the financial pages and
“The current state seems to be one of insufficient dialogue and escalation,” JPMorgan’s Marko Kolanovic
Is the world changing or ending? Both, probably. We’re witnessing tectonic socioeconomic and geostrategic shifts.
Starting next year, “BRICS” will be harder to pronounce. Cyril Ramaphosa on Thursday announced the
This time last year, “some” analysts (where that actually means a money market specialist with
If you’ve never been to Asheville, North Carolina, but you’ve heard of it, I’m not
I’ll confess to being a bit vexed by the idea that the US is expected
Much of the debate around how the Fed should approach the tradeoff between the inflation
I argued repeatedly last year that inflation might become stochastic in 2023 and beyond. Much
If it’s deficit and debt doomsaying you’re after, I’m not your guy. Regular readers are
Whenever the “petroyuan” comes up (which is quite often these days), I’m always keen to
R-star is going to “become an important market theme in the months ahead.” So said
Traders and investors will get a welcome reprieve from top-tier US economic data in the
Rabobank’s Michael Every and the incomparable Zoltan Pozsar may not agree about the plausibility of
“Soft landing” or “hard landing”? The plane metaphors are a bit grating by now. As
In January’s monthly letter, I noted that rates strategists are on board with the notion
A running joke during the four-decade bond bull market was analysts’ penchant for suggesting yields
At one point Wednesday, the most read stories on Bloomberg’s public website were, in order,
So far in 2023, US equities are up nearly 4%. At the same time, the
For the better part of a dozen years after the financial crisis, central banks were
It’s a heretical notion, but I’m compelled to repeat it at regular intervals: It’s the
2022’s great inflation debate divides economists and market observers into two distinct camps: Those who
There’s most assuredly a tie in between the naked politicization of the world’s most financialized
Considering markets as we’ve come to know them over the past decade (or three) were
For the longest time, the case for a “soft landing” in the US revolved around
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