Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
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Further Cracks Appearing in the US Economy
Commercial real estate issues resurface in 2024, posing a challenge that cannot be resolved solely through liquidity injections. US employment...
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The Weekly Market Monitor – Another Banking Crisis? Not if Powell Has Anything to Say About It!
I explain why the odds of a systemic banking crisis are limited, yet not zero. But like the soft landing, the Federal Reserve will cut rates...
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Key Insight from the Federal Reserve Meeting: Soft Landing Rules!
While the official FOMC statement shows the Fed is in no hurry to cut rates, Powell's hunger for a soft landing means they are closer than it seems.
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More Food (Data) For Thought
"Positive surprise in US Q4 2023 GDP, while inflation remains lower than reported! Japan's easing inflation and BOJ's potential end to negative...
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