Going Long A Dangerous World
If you can discern a theme du jour amid rampant macro ambiguity in the early
If you can discern a theme du jour amid rampant macro ambiguity in the early
“Our track record at understanding inflation is really, really bad.” That rather stark admission, from
Rabobank’s Michael Every is having none of it. By “it,” I mean any variation on
The first work day of the new year began with a deluge of notes and
What’s worth highlighting when nothing’s worth highlighting? That’s a question I grapple with during long
I have a very difficult time countenancing the debt-limit debate as it manifests in soundbites
“The spirits” were better Friday, as global equities attempted to trim this week’s losses ahead
China eased COVID restrictions on Wednesday. Again. Amid a rapid rollback of testing requirements across
I’ve said it before, and there’s no telling how many more times I’ll say it
This feels entirely trite, but I’m compelled to mention it anyway as the US midterms
It’s a heretical notion, but I’m compelled to repeat it at regular intervals: It’s the
To be fair, there won’t likely be an identifiable all-clear moment for inflation — no
Update: Trussonomics is dead. Jeremy Hunt on Monday effectively scrapped every key element of Liz
It’s not lookin’ good. That’s the short version of the IMF’s new World Economic Outlook.
Wars, wars everywhere. Lost in the macabre daily news flow out of Ukraine Monday was
Since announcing an emergency bond market intervention last week to prevent the UK pension complex
It wasn’t a good week to be a bull. Images of FedEx’s largest one-day plunge
“Welcome to the war economy, where heads of state matter more than heads of central
Neel Kashkari sees inflation. A lot of it. And he sees it everywhere. “It’s very
Amazon and Apple closed the book on mega-cap tech earnings Thursday, as US equities looked
“Obviously unsustainable.” That’s how one market participants described the dynamic whereby purported savings “buffers” and
“Saddam Hussein wasn’t an especially good guy.” That’s about all anyone who still defends America’s
“We live in the most chaotic, hard-to-predict macroeconomic times in decades,” Morgan Stanley’s Chief Global
Chinese shares tumbled Friday, amid ongoing concerns around the economic fallout of Xi Jinping’s strict
The Bank of England celebrated 25 years of independence by hiking rates 25bps on Thursday.
It’d be difficult to imagine a more inauspicious mix of headlines than those investors confronted
China’s economy held up in the first quarter, according to official growth figures released Monday,
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