Why Zoltan Pozsar’s ‘Bretton Woods III’ Won’t Work
A fairy tale. That’s what I called Zoltan Pozsar’s Bretton Woods III framework earlier this
A fairy tale. That’s what I called Zoltan Pozsar’s Bretton Woods III framework earlier this
Quite often, I’m compelled to emit a wry chuckle at the headlines emanating from mainstream
JPMorgan is prepared for anything “in all times,” Jamie Dimon declared on Monday, in his
On Saturday evening, someone told me they were headed to their first cocktail party in
Although the S&P just logged its first losing quarter since the onset of the pandemic,
Markets exhibited something like relative stability Monday, as investors looked ahead to a week that’ll
In this century’s iteration of the “Roarin’ 20s,” the word “Roarin” has a decidedly negative
“World’s top economies confront inflation, disease, war,” one Sunday headline read. When G-20 finance ministers
“The continuing global recovery faces multiple challenges as the pandemic enters its third year,” the
Chinese policymakers coaxed a rally out of downtrodden equities Thursday. The Hang Seng China Enterprises
Mainland shares in China dropped to a five-month low and dollar weakness remained topical as
“T” was for “turnaround” on Tuesday. And quite possibly for “temporary” considering how erratic markets
In all likelihood, more banks will follow Goldman in cutting their outlook for US growth
Global equities staged a coordinated selloff Monday as concerns about the spread of the Omicron
“10-year US real rates are now -4.6%,” BofA’s Michael Hartnett wrote, in the latest installment
It’s too early to retreat into your backyard doomsday bunker. In general, but also vis-Ã -vis
If you’re the type who thinks it’s a contrarian indicator when seemingly everyone coalesces around
If you needed yet another piece of incremental evidence to support any iteration of the
The data docket is relatively sparse in the US this week. Housing figures, claims and
“Different day, same concerns.” That was the vibe on Tuesday as traders and investors (two
Markets were back to worrying about peak growth at the beginning of a jam-packed week.
Earlier this week, in “2018 Redux?“, I talked a bit about a possible parallel between
The angst was palpable Tuesday, even as markets somehow felt more resilient than they should
You’ve probably heard it before, and you’ll doubtlessly hear it again: It’s the rapidity of
Earlier this year, when the retail “meme” mania was in full swing, I suggested the
Don’t call it a “selloff” yet. After two straight weekly declines and losses in eight
The “transitory” debate will heat up in the new week. Not that it’s gone cold
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