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Jackson Hole Faces a Gordian Knot; Will Powell Have a Sword? With the calendar now parked in the late August vacation season, trading volumes notched [...]

It was in ways business as usual. “Risk off” had attained powerful momentum globally back in July. De-risking/deleveraging dynamics were [...]

[Yahoo/Bloomberg] US Stocks Slide as Global Rate-Hike Wagers Surge: Markets Wrap [Reuters] Safe-haven flows set U.S. dollar for biggest weekly rise [...]

[Yahoo/Bloomberg] Stocks Muted Amid Fed Concerns; Dollar Stalls: Markets Wrap [Reuters] Oil rises on U.S. crude stocks data, tight supply outlook [...]

[Yahoo/Bloomberg] US Stocks Tumble as Fed Worries Outweigh Earnings: Markets Wrap [Yahoo/Bloomberg] Oil Swings With Recession Fears, Iran Talks [...]

[Yahoo/Bloomberg] US Stocks Decline Amid Caution Over Economy: Markets Wrap [Reuters] Stocks drift, dollar firms as growth fears stifle sentiment [...]

[Yahoo/Bloomberg] Dollar Gains, Stocks Slip as China Clouds Outlook: Markets Wrap [Reuters] Stocks pause as faltering China knocks oil and copper [...]

Contradictions & Catch-22s A sleepy month of August this is not. On the week, the raging rally in major market equity indexes continued. The [...]

[Yahoo/Bloomberg] Fed Minutes May Reveal Inclinations on Size of Next Rate Hike [Reuters] U.S. lawmakers arrive in Taiwan amid China tensions [SCMP] [...]

[CNBC] House passes massive climate, tax and health bill, sending Biden a core piece of his agenda to sign [Yahoo/Bloomberg] Ukraine Latest: Optimism [...]

Wednesday’s CPI release was telling. July consumer price inflation data were somewhat better than forecasts. Instead of increasing 0.2%, headline [...]

[Yahoo/Bloomberg] Stocks Rise Amid Easing Inflation Concerns: Markets Wrap [Reuters] Oil prices set for weekly climb, but cloudy outlook caps gains [...]

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