‘In All Things, Eating Is The Biggest’
China is concerned about food security. And really, who isn’t these days? After all, the
China is concerned about food security. And really, who isn’t these days? After all, the
Vladimir Putin has an idea. A week after making the transfer of hard currency illegal by
One of the defining features of markets in the post-pandemic era is the inability to
“A wise guy’s always right,” Al Pacino’s Lefty Ruggiero told Johnny Depp’s Donnie Brasco, during
In the turbulent days around the imposition of a partial SWIFT ban on Russian institutions
Equities fell sharply and bonds surged in the US as markets looked on in disbelief
The Russian economy could “collapse” under the weight of Western sanctions, JPMorgan said, in a
“Europe needs to wake up,” Volodymyr Zelenskiy warned, after the Russian military shelled Europe’s largest
I’m not sure how many people had “World War III catalyst” on their commodities supercycle
Anyone looking to OPEC+ for help with surging crude prices was disappointed this week. The
215,000 Americans filed for unemployment benefits in the week to February 26, the government said
The headlines for Vladimir Putin’s Russia were ominous on Thursday. “The West is trying to
US markets have morphed into something that resembles the cryptosphere, with outsized daily swings the
Market participants need a narrative. We have to ascribe causality. It makes us feel more
Jerome Powell expects it’ll still be appropriate for the Fed to hike rates this month,
US private sector employers added 475,000 jobs in February (figure below), 100,000 more than consensus
Tuesday was another very challenging session for risk sentiment. Tensions in eastern Europe worsened as
Buying dips has been a good “strategy” in the post-financial crisis era. Indeed, it’s been
Amid a never-ending tsunami of terrifying war headlines out of eastern Europe, traders priced out
Admonitions, restrictions and bans of various sorts continued to pile up against Russia Tuesday, as
It was all Russia, all day on the news front to kick off the new
When you’re in a hole, the first step is to stop digging. But not if
At least for the next several days, market participants will focus on the proverbial “plumbing,”
The Russian economy was plunged into an overnight crisis Monday, after the Western powers moved
Traders braced for volatility coming out of a historic weekend during which the West severed
Markets are exciting. They can also be highly unpredictable, disheartening and, depending on the context,
Needless to say, markets will remain hostage to geopolitical news flow in the week ahead.
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