‘It’s Come To This’: Beyond The Great Supply Chain Crisis
If rates are losing the plot due to the impossibility of mapping the interplay between
If rates are losing the plot due to the impossibility of mapping the interplay between
A few days ago, I reiterated the absolute necessity of taking systematic trading and mechanistic
Jens Weidmann resigned as Bundesbank President today, effective December 31. Some years ago, when I
When assessing what a prospective down-trade for US equities into year-end might look like, 2018
Right on cue, Elizabeth Warren assailed Jerome Powell again on Tuesday. Powell has “failed as
It was as predictable as it was laughable. Stocks ended the week mostly unchanged, making
I often talk about America’s multi-faceted culture war as a threat to democracy, but over
China’s never-ending deluge of decrees aimed at ameliorating perceived social ills continued Monday. Teenagers can
We’ve reached that glorious point in an inexorable rally when all that’s left to do
European equities just enjoyed their largest inflow in eight weeks. The $1.5 billion haul was
“Expectations have declined… point[ing] to increasing risks… such as from a possible fourth COVID-19 wave
“We’re at 3,800 on the S&P 500 for year-end,” BofA’s Jill Carey Hall told Bloomberg
One of the myriad confounding factors in what’s been variously billed as the “Great Inflation
Goldman’s clients are asking how the onset of a Fed taper will affect equity markets.
Sometimes I wonder if readers ever marvel at the sheer number of different avenues I
It said a lot about the evolution of the global economy and capital markets when
Marco Rubio is irritated. Specifically, he’s disturbed that Didi, the Chinese ride-hailing giant whose stock collapsed
You knew it was coming. It was always just a matter of time. That’s what
SocGen’s Albert Edwards doubts the Fed will ever be able to normalize policy. I doubt
Neel Kashkari is opposed to rate hikes “at least” through 2023, headlines read late Friday.
Over the years, one becomes almost completely desensitized to macro data billed ahead of time
Here we go again with the stories. On Thursday afternoon, US equities were purportedly nervous
The Trump administration had Larry Kudlow and Steve Mnuchin. Joe Biden has Janet Yellen. All
Since the day she was tipped as Joe Biden’s Treasury Secretary, I’ve joked (or not)
Everything has always been about revenge. That is his curse, but, at this political moment,
By now, most market participants with more than a passing interest in the day-to-day goings-on
Folks seemed agitated Monday. As if COVID cabin fever might finally be metamorphosing into irritation
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