Milei Or Melee?
Let’s be upfront about one thing: Brash politicians peddling quick fixes to intractable domestic problems,
Let’s be upfront about one thing: Brash politicians peddling quick fixes to intractable domestic problems,
America may lose its last top credit rating. The decision by Moody’s to change its
Jerome Powell this week re-learned a lesson taught time and again over the course of
Lots of aggressive tweets with little to show for it. Story of our time, right?
“Sell the last hike.” That’s been the mantra for one of the sell-side’s most recognizable
Xi Jinping made an unprecedented visit to China’s central bank on Tuesday and Beijing removed
Bonds were in the headlines again on Thursday, when 30-year US yields pushed well above
There’s rarely a dull moment in the US rates complex these days. If it’s fireworks
I don’t know what to make of the Chinese economy these days, which puts me
I chafe, instinctually, at the idea that the US government is “running out of room”
Last week, I said the dollar “wrecking ball” was back. From a kind of “feel
Monday was a good news day for the Chinese economy. Those are rare in 2023,
If you liked the Mate 60 Pro from Huawei, you’ll love the Mate 60 Pro+,
The “dollar wrecking ball” is back. If you didn’t know better, you’d be inclined to
Mohammed bin Salman is a forward-looking, progressive guy with big plans for his country. Just
The war, European inflation and China’s shadow banking demons were top of mind for market
Amid the Fed’s insistence on the “higher for longer” narrative, it’s all too easy to
China’s Securities Regulatory Commission held a “seminar” on Thursday. If you weren’t invited, count yourself
Starting next year, “BRICS” will be harder to pronounce. Cyril Ramaphosa on Thursday announced the
Whenever there’s trouble in China, the media conjures Lehman. “China Needs A Lehman Moment” or
This time last year, “some” analysts (where that actually means a money market specialist with
Jackson Hole, and specifically what Jerome Powell has to say on Friday morning, is the
It was a tough week for global equities. Stocks were on track for their worst
I’d apologize for spending so much time on China’s multi-faceted, rapidly worsening economic crisis if
“Knock, knock.” “Who is it?” “It’s the police. We’re here about your high-yield savings account.
FX traders are once again on yen intervention watch. The Japanese currency on Wednesday weakened
If you’re a Chinese mutual fund, Xi Jinping would prefer you didn’t sell stocks right
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