Pressure Cooker
“You’re not leaving much time to sort of look at each monthly release,” Charles Evans
2022’s Bear Goes From Bond Collapse To Risk-Off
The worst rout in global government bonds since 1949 rolled on Monday, as US yields
BoE Tempts Traders With Boilerplate Bailey Statement
The Bank of England on Monday did precisely what you don’t want to do in
‘Plaza Moment’ Pondered As Dollar Makes ‘Everything An Emerging Market’
Market chatter around the prospect of a global accord aimed at halting the dollar’s inexorable
UK Financial Crisis: Analysts Weigh In On ‘Calamity’
I doubt I was alone Monday in scouring the thesaurus for adjectives sufficient to convey
Carnage: Pound, Gilts Suffer Total Meltdown
Carnage. That’s the best one-word description of the market revolt unleashed by Liz Truss and
The Usual Bearish Suspects
Among the responses to “Apocalypse Soon” was a reference to the “usual bearish suspects.” We
Like March 2020. But Without A Backstop
Markets can look forward to incessant Fed banter in the new week. And I do
Runaway Inflation In Europe: Does The ECB Even Matter?
In addition to a cacophony of policymaker soundbites, traders will be compelled to grapple with
Pressing Shorts To Save The World
A key consideration when you ponder the prospect of a global financial meltdown, is the
Apocalypse Soon: The Fed Is Risking A Global Financial Crisis
How many times have I talked about a “breaking point” for markets in September? A
Charts From ‘Black Friday’ In The UK
Via Alpha Exchange. Get the podcast here Black Monday (10/19/1987), Black Tuesday (10/29/1929), Black Wednesday (9/16/1992), Black
Truss Plan Pushes UK To Edge Of Crisis
“Casino economics” that will “end in tears” with a possible run on the pound. That’s
The Wrecking Ball
Currently, data which suggests the US economy is picking up momentum (as opposed to losing
Europe Set For Bear Market, Recession As Money ‘Pours Out’
Risk assets were in trouble Friday, as European shares careened lower amid poor data, war
Goldman Takes Axe To House S&P Call
In a high profile, if not wholly unexpected, call, Goldman slashed its year-end S&P 500
What If It All Comes Apart?
Considering markets as we’ve come to know them over the past decade (or three) were
Powell Press Conference Showed Why Fed Should Stop Talking
If you took anything away from the past 24 hours in markets, it should probably
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
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