The Fed is Hitting The Brakes: Are You Wearing your Seatbelt?
I am not sure everybody has grasped yet how important was the message Jerome Powell sent yesterday during the FOMC press conference.
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Buy at the Sound of Cannons
The US market led the global equity rally as the invasion started. The long bond yields rose, and the yield curve steepened
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A frustrating month for markets
After almost 2 years of rising stock prices, and falling yields, 2022 started in a frustrating way. Most of the equity indices are negative YTD,...
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2022: False start for U.S. equities
The year is just started but 2022 has not been good so far for U.S. stocks. The S&P 500, and especially the Nasdaq, are negative YTD, and among the...
184 Views
Vikings At The Gate
The power of the rate of change of things is very important here. Look at money creation for example. The extreme volatility in credit creation is...
329 Views