Here’s the thing: the future is unknowable. That’s problematic, as this job is based on predicting what’s ... Read More
We’ve had another nice bounce, and once again, some are wondering if we’ve seen the bottom of the ... Read More
The market, appropriately, focuses on Core CPI, because that’s what the Fed says they look at. Core CPI saw ... Read More
Way back in July, we got to a level of stress historically consistent with the Fed coming in to save ... Read More
We’ve had quite a bit of chaos of late, between non-Fed banks shifting a little towards protecting their economies ... Read More
The BoJ pivoted with their repeated yen interventions and the BoE intervened to bail out pension funds. Perhaps the Fed ... Read More
Clearly, things are getting exciting in asset-land. Unfortunately, exciting usually isn’t a good sign when it comes to asset ... Read More
I don’t intend this blog to be a weekly blow-by-blow of what’s going on in the market, but ... Read More
