Still Meeting Outside The Bunker. For Now
For those weary of war and macro doomsaying, the week ahead will be an arduous
For those weary of war and macro doomsaying, the week ahead will be an arduous
Mary Daly’s protestations aside, the Fed knows that continuing to hike policy rates in large
A year ago last month, the Norges Bank became the first central bank to raise
There’s a “light at the end of the tunnel.” That’s according to Nomura’s Charlie McElligott,
Anticipation continued to build for a global policy pivot Tuesday, when the RBA opted for
If you ask Goldman, a so-called “Plaza Accord 2.0” isn’t especially likely to come together.
If it feels to you like the tension across markets admits of no readily discernible
Admittedly, it feels gratuitous to dwell on the most chaotic week for UK markets since
The question is no longer “How long until something breaks?” Something broke this week. It
It didn’t last because it couldn’t. The bid for risk catalyzed by the Bank of
Part of me doubts this needs restating, but given the historic nature of the circumstances,
The worst rout in global government bonds since 1949 rolled on Monday, as US yields
I doubt I was alone Monday in scouring the thesaurus for adjectives sufficient to convey
How many times have I talked about a “breaking point” for markets in September? A
Considering markets as we’ve come to know them over the past decade (or three) were
If the situation weren’t so burdensome for the populace, I’d say you have to admire
The Bank of Japan is now effectively at war with the Japanese finance ministry, an
On Thursday, markets were “treated” to another “Econ 101” lesson. While previewing this week’s slate
Market participants should expect significant additional hand-wringing in the new week about the outlook for
If you ever make the (perilous) decision to spend every waking hour immersed in the
Admittedly, I ran out of creative ways to tell the same story about the yen
To read the headlines, you’d think the Chinese yuan had depreciated through record levels. Or
The Fed may have a credibility problem, but like everything else in the world, it’s
Whenever you’re inclined to lament high inflation exacerbated by a legacy of too-loose monetary policy
“Relentless.” That’s the word one mainstream financial media outlet used to describe the ongoing rout
Risk parity strategies are currently witnessing one of the largest drawdowns in 40 years. For
The PBoC stepped in to stanch profuse bleeding in the yuan Monday, after the currency
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