Rishi Sunak Gets A ‘Win’
Headline inflation in the UK plunged in October, data released on Wednesday showed. The moderation
Headline inflation in the UK plunged in October, data released on Wednesday showed. The moderation
Xi Jinping is in the US this week. That’s unfortunate. There’s no more urgent matter
The inflation demon isn’t yet fully exorcized from the US economy. University of Michigan sentiment
The absence of an escalatory crude rally in the presence of the Israel-Hamas war is
Every few years, a new cohort of investors stumbles across recycled narratives touting the end
The world’s fourth-largest economy remains stuck in the “Twilight Zone,” as one bank put it
This week’s Treasury financing estimate and refunding announcement are a big deal. Indeed, as discussed
“Sell the last hike.” That’s been the mantra for one of the sell-side’s most recognizable
Where’s the peak for 10-year US yields? That’s not just a question, it’s the question.
Shouldn’t US Treasurys rally in the face of the dangerous realities on display in the
It’s time to “nibble.” That’s according to BofA’s Michael Hartnett who, despite what sometimes feels
“This may be the most dangerous time the world has seen in decades,” Jamie Dimon
All eyes will be on Israel this week. Concerns of a wider regional conflagration were
To let some (most?) Republicans tell it, Americans stay up at night fretting over the
“Bring it,” he said. “I’ll survive,” he said. “He” was Kevin McCarthy, “it” was a
Four months ago this week, I was busy putting the finishing touches on “Holistic People,”
Rates (and bond yields and financing costs for homes) may seem high to you, but
If you’re forecasting a material deceleration in US economic activity during Q4, you should stop.
When taken together, Xi Jinping’s ill-conceived economic nationalism and Western efforts to de-risk supply chains
Germany is learning the hard way: You can’t depend on authoritarian regimes and autocracies for
Xi Jinping is limiting access to sensitive economic data, read one of two summary bullet
Kim Jong-Un and Vladimir Putin wandered around a spaceport in the middle of Russia’s Far-East
Mohammed bin Salman is a forward-looking, progressive guy with big plans for his country. Just
Xi Jinping, self-described champion of multilateralism and renowned advocate for international cooperation, is skipping the
The war, European inflation and China’s shadow banking demons were top of mind for market
America is a paradox. The US is the richest nation in the history of the
If you care at all about the fate of the world, you should be concerned
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