Proxy Wars
The Kremlin asked Xi Jinping for military assistance to bolster Russia’s efforts in Ukraine, US
The Kremlin asked Xi Jinping for military assistance to bolster Russia’s efforts in Ukraine, US
Fed liftoff isn’t the only thing on the docket in the new week, although it’s
Liftoff is finally here, and it’d be difficult to conjure a more challenging set of
“Lower earnings, lower price,” Goldman’s David Kostin said, summing up the rationale behind the bank’s
If you think calling the top is hard, try calling the bottom. “I’ve had people
One of the defining features of the post-Lehman era was the glaring juxtaposition between massive
The war in Ukraine will weigh on the US economy this year, increasing the odds
US equities have refused to break down entirely despite macro events continuing to conspire against
Consumer sentiment in the US sank to a new decade low and inflation expectations jumped
European equities were on track for their first weekly gain since the start of the
“The war” is already such a ubiquitous part of the daily news cycle that it’s
“Everything’s a meme stock!”, Nomura’s Charlie McElligott exclaimed, in a Thursday note. He was referring
US consumer prices rose sharply in February, but no more than expected, offering markets a
Boxed in by the highest inflation on record and the (assumed) impossibility of pivoting aggressively
Russia wants a “friendly, demilitarized Ukraine,” Sergei Lavrov said Thursday, after meeting with his Ukrainian
Another day on the roller coaster found US equities logging eye-watering gains amid oil’s worst
It’s all about oil right now. I suppose that’s obvious, but for what it’s worth,
Although it took weeks for the US and the UK to formally ban Russian crude
US investors were subjected to another ludicrous session Tuesday as markets remained hostage to Ukraine
The UK will ban Russian oil imports in conjunction with the US, a move that
Things took a turn for the absurd on Tuesday, when the LME was forced to
Russia may move to restrict gas flows to Europe via the Nord Stream 1 pipeline,
Cross-asset positioning and sentiment are the most bearish since the onset of the pandemic. Or
Equities are guaranteed to remain choppy and mostly untradable for at least the next few
We’re going to need a de-escalation. That’s a kind of general statement regarding the now
Chaos reigned on Monday, as traders nervously pondered the prospect of an official embargo of
Equities entered the new week on shaky footing, as risk sentiment labored under the shadow
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