The Biggest Macro Risk You Might Be Ignoring
Investing is all about probabilities: all you need to do is assess the chances markets are assigning to different scenarios today and anticipate...
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CX Daily: China Eases Covid-19 Test Rules for Air Travelers From More Countries
China eases Covid-19 test rules for air travelers from more countries. Global investors continue to dump yuan bonds as Treasurys, dollar rise
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A Mistaken Attempt at Sounding Dovish
How do you assess whether the outcome of a Central Bank meeting was hawkish or dovish? Simple: you look at the delivered outcome against the...
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Alert: Do Bears Hunt in Packs? (Part 2)
Following Part 1 we dive-deeper into the bear case. The collapse in Central Bank liquidity and the warnings already signaled by bond markets spell...
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Alert: Do Bears Hunt in Packs? (Part 1)
It's a bear market. We have we warning for several months that it is coming because of skidding Global Liquidity. But as we explain... it will get...
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