The World In 2023: What Is Priced In? Authored by Dario Perkins via TS Lombard, Bonds and equities appear to be priced for a soft-ish landing...
In a recent post, we introduced the Multivariate Core Trend (MTC), a measure of inflation persistence in the core sectors of the personal consumption expenditure...
The take-home message from the Federal Reserve’s December policy meeting suggests policy makers are growing concerned over risks to the The post Is the...
To recap the key monetary events of the past two years: Massive government transfer payments during the Covid era ended up being monetized and stored in...
Rickards: On The Cusp Of A Global Liquidity Crisis Authored by James Rickards via DailyReckoning.com, Is there a financial calamity worse...
Fed Admits Recession Is "Plausible", Pushes Back Against "Unwarranted" Easing Expectations Since the last FOMC statement on Dec 14th - when...
Retreat Then Resurgence: Why US Inflation May Wrongfoot Everyone Authored by Simon White, Bloomberg macro strategist, Inflation may fall...
Brent crude falls back below $82 a barrel as recession worries rise. Tesla and Apple lead Wall Street lower as Federal Reserve minutes loom. European indices...
2023.01.04 Gold has started the new year off right, powering to nearly $1,850 an ounce Tuesday, Jan. 3, a six-month high. Silver followed suit, with March...
Fed's Kashkari Predicts Fed Hikes To 5.4% And Pauses When it comes to the Fed's resident Wall Street liaison (with prior stints at Goldman...