Analysis
The Real Deal
The Real Deal The Real Deal being played out, contested market by market and geography by geography By Michael Every of Rabobank The Real Deal Right now, the focus shouldn’t be on the little data […]
Michael Every
Analysis
Fed-dling While “Rome” Churns
Fed-dling While “Rome” Churns By Michael Every of Rabobank The Bank of Canada cut its policy rate 25bp to 2.50% as expected, largely attributing its decision to softer CPI data, a loosening labour market, and […]
Analysis
We Have Sharply Binary Geopolitical Outcomes Ahead
We Have Sharply Binary Geopolitical Outcomes Ahead The only way to make any kind of forecast is to try to project what will happen in the bigger scheme of things. ~Michael Every By Michael Every […]
Analysis
The Big Picture Behind The “Great Game Of Global Trade” Played By Trump
The Big Picture Behind The “Great Game Of Global Trade” Played By Trump President Trump unleashed a tirade against the Fed on social media By Michael Every of Rabobank as Posted on ZH Again, economic […]
COMMENTARY
David Beckham Vs Goliath
David Beckham Vs Goliath A long (sling) shot in 2025, requiring the deep, blind faith that only neoclassical economists retain… By Michael Every of Rabobank as posted at ZH The world’s eyes remain fixed on […]
Analysis
What’s Wrong With Slow Agony
What’s Wrong With Slow Agony In a very large room with a very small audience unbefitting the topic at hand By Michael Every of Rabobank Yesterday saw ex-“whatever-it-takes” ECB president/Italian PM Mario Draghi deliver a shocking […]
Analysis
How Will You Sit For This Friday’s Market Close?
How Will You Sit For This Friday’s Market Close? Israel has reportedly used diplomatic backchannels to inform Iran that any major damage or casualties on its end means full-scale war. By Michael Every of Rabobank […]
Analysis
“Hush Money Trial Could Boost Trump’s Odds Of Winning, Also Taking The House & Senate”
“Hush Money Trial Could Boost Trump’s Odds Of Winning, Also Taking The House & Senate” By Michael Every of Rabobank Pure Shakespeare Stocks were down again as US yields and the dollar were up again. […]
Analysis
I’ve Got A Bad Feeling About This
I’ve Got A Bad Feeling About This By Michael Every of Rabobank Ideally, I would have written this on May 4th not 14th, but I am going to talk Star Wars. I was a fan […]
Analysis
Central Banks Are Obviously Determined To Cut… Or Make You Think They Are Going To…
Central Banks Are Obviously Determined To Cut… Or Make You Think They Are Going To… By Michael Every of Rabobank The bigger ‘Bigger Picture’ Fed Chair Powell noted the FOMC will wait for a clearer […]