‘A Lot Has Changed Since This Weekend’: World, Markets Go COVID-Crazy
“We certainly hope that these latest measures are enough”.
“We certainly hope that these latest measures are enough”.
“It is too early to break out the ‘mission accomplished’ banner”.
Policy is “appropriate”. Unless there’s a world war.
And yet, it doesn’t have to end now.
“…policy is appropriate”.
“What we have seen this week is not a crisis but a symptom that we have reentered an old regime”.
“Investors’ views on balance sheet policy are all over the place.”
A week ago, we suggested the dollar funding squeeze was about to get worse. And it did. Sort of…
It’s not just your imagination, even if the narrative is (mostly) imaginary: De-dollarization is a
Mary Daly’s protestations aside, the Fed knows that continuing to hike policy rates in large
In addition to a cacophony of policymaker soundbites, traders will be compelled to grapple with
It’s no secret that the last four decades haven’t been especially kind to Main Street.
Have you considered the possibility that the dollar is on the brink of a “super
Gold. A shiny rock which, from time immemorial, has fascinated our simple species by virtue
Markets felt tentative and vacant Monday, as traders eyed a sparse docket in the US,
Although context is key in most cases, sometimes it helps to assess news flow out
Over the past two weeks, I’ve been especially keen to suggest that the Fed is
US equities closed out a barn burner week with more gains. Media outlets variously attributed
The Fed raised rates by 25bps and signaled seven hikes for 2022 following March’s policy
Liftoff is finally here, and it’d be difficult to conjure a more challenging set of
US markets have morphed into something that resembles the cryptosphere, with outsized daily swings the
“So what happens next?”
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