A New Paradigm It’s been an eventful stretch of late for both markets and the economy. Last Friday we had a seemingly blowout May nonfarm payrolls report. [...]
Some Time Off for Family This week HAI is just prices. This author is receiving a most welcome visit from family, and time is tight. HAI will be back next [...]
It Hasn’t Hit Yet Two weeks ago, HAI referenced comments from Western financial behemoth BlackRock managing Director Rick Rieder as evidence that the [...]
Loyalty to Country With our MWM quarterly client call yesterday and this author’s in-laws visiting for the long Memorial Day holiday weekend, this HAI will [...]
The Debt’s Too Darn Big Strength in precious metals was notable this week. Gold is retesting recent highs, silver broke out to new post-Covid highs, and the [...]
Do the Right Thing This week, International Monetary Fund Managing Director Kristalina Georgieva observed a critical change in the global fiscal tide. [...]
Stagflationary Winds Last week, HAI noted this author’s suspicion that inflation will not be the dominant driver of Fed policy. Instead, signs of a weakening [...]
We Are In It Now Since inflation data began picking up again in the first three months of the year, the drumbeat of higher-for-longer interest rate policy has [...]
In the Foothills of Its Everest Outside of a wild week of Middle East geopolitics and volatile market price action, this week was relatively quiet on Wall [...]
Under Pressure Last week HAI featured a very notable comment from economist Mohamad El-Erian. This week let’s start there. Following the latest FOMC [...]
A New Set of Rules This week, the stock market finally took a breather with just its fifth weekly decline in the last 22 weeks. Despite the off week for [...]
Happy Easter! Happy Easter to all HAI readers! This author is traveling this holiday weekend. As a result, this week, HAI will be limited to prices only. HAI [...]
