Credit Monitor: Too Much, Too Far, Too Fast?
If you’re looking for evidence that the general tenor (readers will hopefully appreciate the pun)
If you’re looking for evidence that the general tenor (readers will hopefully appreciate the pun)
The plane metaphors are as tired as they are ubiquitous. When it comes to analogies,
Over the past several weeks, I’ve editorialized breathlessly about the potential perils ahead for corporate
Barring some unexpected turn, the Fed will almost surely downshift to “regular” rate hike increments
Markets are forward looking and the near universal adoption of the The Great One’s famous
The specter of ongoing rate hikes set against decelerating economic activity and persistent inflation isn’t
Muted markets and subdued sentiment looked more like visible discomfort by noon on Wall Street
“Way” back in August, following a better-than-feared Q2 reporting season for corporate America, it was
Wall Street’s favorite bear has good news and bad news. Ok, it’s mostly bad news.
Last month was especially cruel to equities. September lived up to its nefarious seasonal reputation.
With earnings season just days away in the US, it’s not necessarily this quarter’s results
I’ve talked quite a bit about valuations lately. Specifically: How far and how fast they’ve
That’s your Wile E. Coyote moment.
Joie de vivre.
The “bottom line” – figuratively and literally.
“Everybody gets a car”.
â€If the federal government doesn’t step up quickly…”
But that’s not the base case.
“In a significant way”.
And so, it begins.
Ben Bernanke is the worst co-conspirator in the world.
But what is a “cycle” that doesn’t turn? Not a “cycle”, that’s for damn sure.Â
“We have not even started, because the numbers we’re talking about are massive”.
…depending on how hard the Fed wants to punch, that is a fight that is difficult to win.
There’s good news and there’s bad news.
This time is different, apparently.
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