Dollar Dives As Yellen Questions Reserve Currency Bonds & Bullion Battered After Mixed CPI Something for every narrative in [Tuesday’s] CPI: Headline CPI tumbled (yay, Fed is done forever!); Goods inflation rebounding (Fed can pause […]
Debt-Ceiling Doubts Finally Weigh On Stocks; Bonds & Gold Bid Mixed macro data (housing good-‘ish’, regional Fed surveys bad, Manufacturing PMI ugly) was dominated [Tuesday] by some FedSpeak (just Kashkari doing Kashkari things) but more […]
Forget About Recession, Inflation, Banking Turmoil or Breakdown In Debt Ceiling Talks Ain’t it all coming along nicely? By Elwin de Groot, Head of Macro Strategy at Rabobank US and European equity markets are playing […]
The Path To Full Stagflation By Peter Earle | The American Institute for Economic Research In an article last week, I referred to the combination of rapidly slowing US economic growth and persistently high inflation as […]
…And Just Like That, The ‘Tight Money’ Era Is Over By John Rubino | Substack At the beginning of last week, everyone expected central banks to “tighten until something breaks”. By the end of the […]
Bank Bailout Sparks Buying Panic In Bonds, Bitcoin, & Bullion Big Trouble In Little Banks The Fed/TSY/FDIC stepped in and saved the world again… but nobody told regional banks, whose shares are down dramatically… Admittedly off […]
Trudeau to Press Biden on New York-Quebec Border as Migrants Flow In Bloomberg Prime Minister Justin Trudeau says he and Joe Biden will discuss stemming the flow of irregular migration into Canada when the US […]
Tug of War That Markets Fear Is Central Banks Versus Governments Bloomberg In the all-hands-on-deck economics of the pandemic, governments and their central banks shared the same goals. Now they’re starting to pull in different […]
Saudi Feud Leaves the US Asking If Relations Are Beyond Repair Bloomberg An escalating public dispute over oil between the Biden administration and Saudi Arabia risks causing irreparable harm to US relations with the crucial […]
White House Panics As Gasoline Prices Rebound Mulls Export Ban, Blasts OPEC+ “Hostile Acts” BY TYLER DURDEN OPEC+ could be on the verge of one of the largest production cuts in two years, a move […]
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