Historic Q1 2022. Inflation, a Hawkish Fed, Spiking Bond Yields, War, China and Acute Instability. Where to begin? “Inflation Hits a New 40-year High.” [...]
It’s been some time since the Fed commenced a serious tightening cycle. Previous moves to raise rates progressed gingerly, so as not to risk upsetting the [...]
The S&P500 was about unchanged Wednesday at 2:36 pm ET, six minutes into Chair Powell’s press conference opening statement. “We will need to be nimble [...]
March 11 – Reuters (Steve Holland and Susan Heavey): “President Joe Biden… took new steps along with U.S. allies to punish Russia economically over its [...]
On Day Two, it was pretty clear that Day One developments were history-changing. Here at Day Nine, there’s absolutely no doubt. Between Day Two and Day Nine, [...]
February 25 – Associated Press (Yuras Karmanau, Jim Heintz, Vladimir Isachenkov, Dasha Litvinova): “Russian troops stormed toward Ukraine’s capital early [...]
Bubbles are sustained only by ever increasing amounts of Credit. The most pernicious Bubbles are those fueled by “money” – perceived safe and liquid [...]
Consumer price inflation continued to run hot in January. CPI increased a stronger-than-expected 0.6% during the month, boosting y-o-y inflation to a 40-year [...]
The global central bank community has been wrong on inflation. Their analysis lacked objectivity and analytical vigor. Groupthink. Flatfooted. That [...]
Wednesday’s FOMC meeting made for a hawkish week, at least within the headlines. “Banks Scramble to Change Fed Rate Calls After Hawkish Shift.” “Rate [...]
Please join Doug Noland and David McAlvany Thursday, January 27th, at 4:00 pm Eastern/ 2:00 pm Mountain time for the Tactical Short Q4 recap conference call, [...]
“U.S. Inflation Hits 39-Year High of 7%, Sets Stage for Fed Hike.” “Powell Makes Case for Fed Curbing Inflation While Doing No Harm.” “Federal [...]
