‘Well What If There Is No Tomorrow?’: Fed, Kushner, And Full Week Ahead Preview
Ok, it’s Sunday evening at HR, and you know what that means…
Ok, it’s Sunday evening at HR, and you know what that means…
Today is all about tomorrow…
“Yet there are indications that the marketplace is growing comfortable, perhaps too comfortable, with the calm.”
Earlier we noted that the ECB is prepared to step in with emergency liquidity in
“Any negative polls are fake news.”
“Pneumonia apocalypse” wasn’t a box that was available to check.
This is what it sounds like.
Don’t forget, it’s a “disease.”
“The wisdom of crowds has yet to grace itself on bond yield forecasters.”
And that’s the week.
You can make of that what you will, but…
Not sure where the fireworks were but maybe you can point me to them.
Jerome Powell, officially the least popular Fed chair since Gallup began tracking public confidence in
For the second time in as many policy meetings, the Fed will hike rates in
Short vol strategies have been profitable lately. “Grotesquely” so, in fact. The colorful description comes
“Is that ready?” It was 4:45 AM, or thereabouts. Kazakhstan had floated the tenge, and
“Markets often bottom before the end of a recession, but not before the beginning of
In the latest weekly+, I suggested that, for the first time this cycle, the incoming
Markets will get an updated look at the Fed’s preferred inflation gauge this week. Spoiler
“Our sense of the range of institutions under scrutiny is that any issues are finite
I suppose I should pretend to have something introspective to say about Joe Biden’s budget,
US home prices posted the smallest annual gain in 29 months in December, data released
Just days after using the Munich Security Conference as a forum to deride the White
To some market participants, it probably feels like the earnings recession call (the “profit reckoning”)
One — perhaps the — key geopolitical question in 2023 is whether Moscow is overplaying
“He lost his job during the pandemic and hasn’t tried to get a new one
“Be careful what you wish for,” Morgan Stanley’s Mike Wilson warned, “way” back in August.