Poland Gas Cutoff, Tech Disaster Leave Markets Reeling
It’d be difficult to imagine a more inauspicious mix of headlines than those investors confronted
It’d be difficult to imagine a more inauspicious mix of headlines than those investors confronted
Markets felt tentative and vacant Monday, as traders eyed a sparse docket in the US,
European equities were on track for their first weekly gain since the start of the
Another day on the roller coaster found US equities logging eye-watering gains amid oil’s worst
Chaos reigned on Monday, as traders nervously pondered the prospect of an official embargo of
In the turbulent days around the imposition of a partial SWIFT ban on Russian institutions
The headlines for Vladimir Putin’s Russia were ominous on Thursday. “The West is trying to
It was all Russia, all day on the news front to kick off the new
Just hours after Germany dropped its opposition to barring Russia from SWIFT, the West unveiled
The world moved closer on Saturday to deploying the economic nuclear option against Russia. In
Zoltan Pozsar took a break this week from assessing every conceivable angle of Fed balance
There were some signs of stress on Monday as markets continued to process hawkish shifts
Risk sentiment attempted to stabilize Monday following a grievous Friday rout on Wall Street, but
There’s nothing like inserting a negative macro catalyst into holiday-thinned Friday trading to shake things
In Germany, where, according to health minister Jens Spahn, “pretty much everyone” will be vaccinated
Jens Weidmann resigned as Bundesbank President today, effective December 31. Some years ago, when I
We keep talking about monetary policy normalization as if it’s “a thing.” As if it’s
It wouldn’t be too much of a stretch to suggest that headline writers and financial
When seen in the context of the most recent developments, the new intensity of the
There were two key macro narratives Tuesday, one of which was the slowdown in China
One of the reasons I gently (and ironically) discourage people from consuming too much in
I suppose this goes without saying, but the ECB “reconfirmed” its ultra-accommodative policy stance Thursday,
The Fed may have threaded the proverbial needle this week, but the follow through suggested
Maybe it’s complacency or maybe it’s the number of safe (as far as we know)
I don’t know if I’d call it “trepidation.” At the risk of trafficking in nebulous
If you go by TLT, bonds are in a bear market. The widely-followed long-end product
Although these kinds of brief articles are (by definition) stale by the time most folks
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