Harley Bassman: Rates Are Flashing ‘Warning!’
Us University of Chicago monetarists have been warning for a decade that the Fed’s helicopter
Spin Class
Risk was on the front foot Tuesday, as speculation about the timing of Russian military
Where’s The Powell Put? $1.1 Trillion Answers
We all know the vaunted “Fed put” is struck far lower than it was before
Bear Sightings On The Rise In Key Survey
“We remain bearish,” BofA’s Michael Hartnett said, in the second bullet point atop the February
Huge PPI Overshoot Suggests Inflation Isn’t Moderating
US producer prices rose far more than expected in January, closely-watched data out Tuesday showed.
‘Without A Single Shot Fired’?
Risk sentiment improved markedly Tuesday on reports that “some” Russian troops and armored vehicles returned
Algos And Comedians
Days like Monday underscore the abject futility of attempting to trade tactically in an environment
Only Jim Bullard Can Save Us Now
“Our credibility is on the line here,” an unapologetic Jim Bullard said Monday, reiterating concerns
Inflation Has Peaked. Time To Obsess Over Growth
It’s time to worry more about growth than inflation. Or, at the least, to consider
‘Outright Recession’: Wilson Warns On ‘Polar Vortex’
Sometimes (ok, quite often), it pays to think counterintuitively. Late last week, when the White
Markets In Crisis Mode As Ukraine Worries Spiral
Global risk sentiment was severely impaired to start the new week, as concerns over a
Ukraine, Not Fed, Caused Wild Stock Swings, One Bank Suggests
This week has the potential to be another minefield for traders and investors. Just like
For Weary Markets, No Respite
Those weary of inflation banter and Fed speculation will get no respite in the new
‘Inflation, Disease, War’
“World’s top economies confront inflation, disease, war,” one Sunday headline read. When G-20 finance ministers
$50 Billion Cash-For-Stocks Swap Belies Fed Panic
Investors pulled billions from money market funds in the four weeks through mid-February, a period
Goldman Cuts S&P Forecast Citing ‘Dramatic’ Fed Shift
Thanks in part to solid fourth quarter results, US equities “found their footing” following a
Whatever It Is, We Know What It Ain’t
Admittedly, lampooning “transitory” or otherwise reiterating just how wrong policymakers turned out to be on
‘Any Day Now’: Ukraine Invasion Warning Hits Fragile Markets
Investors scarcely needed another reason to worry amid escalating Fed concerns and a lingering suspicion
The National Conversation
In the 24 hours following the release of January’s inflation data, I’ve been adamant about the
‘Stunning’
Consumer sentiment collapsed in early February, the preliminary read on the University of Michigan’s gauge
Jerome Powell’s Inaction Risks Irreparable Damage To Fed
Tension lingered Friday as shell-shocked investors pondered the prospect of an emergency rate hike from
Panic Button
However it turns out for US equities this week, I can confidently say, one full
Joe Biden Needs To Be Honest About The Economy
I have to admit, I’m not enamored with the spin the White House is putting
Let The Inversions Begin!
The market reaction to an unfortunate inflation report was as predictable as it was dramatic.
Very Troubling Inflation Report Piles Pressure On Fed
US consumer prices rose more than expected in January, closely-watched data out Thursday showed. Headline
From The Reel: Record China Credit, ‘No Chance’ Of BoJ Tightening
UK shares finally erased their pandemic declines, China reported a record amount of new yuan
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