Meanwhile, In Turkey!
If the situation weren’t so burdensome for the populace, I’d say you have to admire
Bank Of England’s Perilous High-Wire Act Continues
The Bank of England raised rates for a seventh consecutive meeting on Thursday, escalating a
Japan Goes To War With Kuroda’s BoJ Over Plunging Yen
The Bank of Japan is now effectively at war with the Japanese finance ministry, an
Powell Wishes He Could Wish Away Inflation. Alas…
The Fed has reached the lowest level of restrictive policy, Jerome Powell said Wednesday, during
A Hawkish 75?
The Fed on Wednesday delivered a third consecutive 75bps rate hike, escalating a historic and,
Putin Escalates
Vladimir Putin appears poised to escalate the conflict in Ukraine. Following a string of embarrassing
Mobilizing On Peace Day
Russian equities weren’t amused with a second day of war escalations from the Kremlin. Local
Existing Home Sales Fall Again. US Homeowners Seen ‘Locked In’
Existing home sales in the US came in slightly better than expected for August, while
‘Bad For America’: Dimon Steps Up Regulatory Rhetoric
When last I checked in on Jamie Dimon, America’s favorite “red-blooded capitalist” was busy regaling analysts
100 Or Bust
Back in July, when the Bank of Canada aimed a 100bps rocket-propelled grenade at the
Germany Suffers Emerging Market-Style PPI Spiral
Producer prices in Germany soared last month. To the extent “soared” can be an understatement, consider
Plunging Permits Are Another Housing Canary
Housing starts rose far more than expected in the US last month, a development which,
Is Kuroda Putting His Personal Legacy Above Japan’s National Interest?
Telling the same yen story over and over again is admittedly a bit tedious, but
Good Things Gone Bad
For the longest time, the case for a “soft landing” in the US revolved around
JPMorgan, Kolanovic Still ‘Cautiously Optimistic’
The run up in terminal rate pricing and accompanying increase in US real yields are
Paulie Walnuts And The Triumphant Return Of Cash
I left the car running. I always do. It’s still scorching hot around here, and
US ‘Housing Recession’ Rolls On As Sellers Lose Stranglehold
There’s “no sign” that America’s “housing recession” is abating. That’s according to Robert Dietz, chief economist
Taiwan ‘Strategic Ambiguity’ Is Less Ambiguous All The Time
I don’t know when “strategic ambiguity” turned into an unambiguous defense commitment, but the latter
Mission Impossible: What To Expect From The Fed
All eyes turn to the Fed in the new week. Not that traders weren’t already
‘The World Doesn’t Work Like That’
“The world doesn’t work like that.” That’s what Zoltan Pozsar told Bloomberg earlier this month
The Double-Barreled Threat To Stocks
A near constant theme in these pages — a perpetual topic du jour, if you’ll
US Home Prices Are Destined To Fall
Mortgage rates in the US rose above 6% last week for the first time since
Goldman Raises US Recession Odds. Cuts Growth Outlook
The implied outlook for US economic growth is now “somewhat worse.” That’s according to Goldman,
Bulls Stare Into Dark Abyss As Event Risks Loom
It wasn’t a good week to be a bull. Images of FedEx’s largest one-day plunge
S&P Could Fall 40% In ‘Severe Hawkish’ Scenario
If we assume the likes of Bill Dudley, Larry Summers and Olivier Blanchard are correct
Blanchard Warns ‘Zero Chance’ Of ‘Immaculate Conception’ Jobs Miracle
“A critical debate has emerged” around the outlook for the US economy and the Fed’s
Inflation Uncertainty Soars To 1982 Levels
The improvement in US consumer sentiment witnessed in late August ebbed early this month, amid
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