If They’d Just Shut Up…
Fed officials need to stop talking. Or at least dial it down. Back in February,
Fed officials need to stop talking. Or at least dial it down. Back in February,
Zoltan Pozsar has a subtle suggestion for those attempting to forecast inflation: Consider the possibility
In the anxious aftermath of the June CPI report, among the worst in modern US
It’s all housing on the data front in the US this week, and with Fed
US job openings were lower on the last business day of May, closely-watched data out
US stocks are in a bear market. Maybe you noticed. A recession is either inevitable
SocGen’s Albert Edwards sees telltale signs of an economic downturn. In and of itself, that
Jerome Powell is going to “keep pushing” until US inflation abates in “a clear and
Last week, Bill Dudley said the Fed should stop “sugarcoating” the message. He meant that
Not everyone agrees a US recession is “inevitable,” as Bill Dudley put it a few
The Fed is on the brink of a policy error. You’ve probably heard that at
A trying week for markets and the international community ended with more bloodshed in Ukraine
Over the past two weeks, I’ve been especially keen to suggest that the Fed is
Bill Dudley thinks a US recession is “inevitable.” Not everyone agrees. Asset prices, for example,
Peace talks in Istanbul yielded “no breakthrough,” the Kremlin said Wednesday. Lots of work remains
US equities had their best “Fed day” in more than a year, even as Jerome
To the extent they’ve succumbed to avarice, market participants could use “a little bit more
All eyes turned to US inflation data Wednesday, as markets exhibited what one popular strategist
Predictably, Donald Trump sued everyone in sight this week, even before Joe Biden reached the
It feels somehow trivial to mention (let alone analyze) next week’s “other” marquee events and
“We’ve got [an] inventory that has incredibly low delinquency embedded in it right now and
Quite a bit to digest, but perhaps not much to move markets other than at the very front-end.
Some feedback on the great BBB apocalypse debate and more.
“This episode reminds us all of the importance of having well- functioning markets”.
“An important stepping stone”.
“The USA should always be paying the the lowest rate”.
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