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Hard Asset Insights • Feb 12 2022
Bad + Worse = Now – February 11, 2022

Bad + Worse = Now I certainly don’t find myself quoting Vladimir Lenin very often, but his observation that “there are weeks where decades [...]

Morgan Lewis Posted on Feb 12, 2022
Credit Bubble Daily • Feb 12 2022
Saturday, February 12, 2022

[Reuters] Biden and Putin to speak; U.S. orders most embassy staff out of Ukraine [AP] US to evacuate Ukraine embassy amid Russian invasion fears [...]

Doug Noland Posted on Feb 12, 2022
Credit Bubble Daily • Feb 12 2022
February 11, 2022: Lost Control

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 [...]

Doug Noland Posted on Feb 12, 2022
Credit Bubble Weekly • Feb 12 2022
February 11, 2022: Lost Control

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 [...]

Doug Noland Posted on Feb 12, 2022
Credit Bubble Daily • Feb 10 2022
Friday, February 11, 2022

[Yahoo/Bloomberg] Stocks Extend Losses; Bond Selloff Eases: Markets Wrap [CNBC] 10-year Treasury yield inches lower but holds above 2% as inflation [...]

Doug Noland Posted on Feb 10, 2022
Credit Bubble Daily • Feb 09 2022
Thursday, February 10, 2022

[Yahoo/Bloomberg] Stocks Fall, Dollar Gains on CPI; Treasuries Slip: Markets Wrap [CNBC] Nasdaq futures fall as yields spike on hot inflation report [...]

Doug Noland Posted on Feb 9, 2022
Credit Bubble Daily • Feb 08 2022
Wednesday, February 9, 2022

[Yahoo/Bloomberg] Stocks Climb as Bond Selloff Abates: Markets Wrap [Yahoo/Bloomberg] Bonds Rally as ECB Policy Makers Push Back on Rate-Hike Wagers [...]

Doug Noland Posted on Feb 8, 2022
Credit Bubble Daily • Feb 07 2022
Tuesday, February 8, 2022

[Yahoo/Bloomberg] U.S. Stocks Slip, Treasuries Dip; Oil Declines: Markets Wrap [Reuters] China’s blue-chip index hits 19-month low as U.S. [...]

Doug Noland Posted on Feb 7, 2022
Credit Bubble Daily • Feb 06 2022
Monday, February 7, 2022

[Yahoo/Bloomberg] Stocks Mixed Amid China Rally; Bonds Pressured: Markets Wrap [Reuters] European bond yields soar on tightening talk, U.S. stock [...]

Doug Noland Posted on Feb 6, 2022
Credit Bubble Daily • Feb 06 2022
Sunday, February 6, 2022

[Yahoo/Bloomberg] U.S. Inflation Is Probably About to Spike Yet Again: Eco Week [Yahoo/Bloomberg] Goodbye Easy Money as Hawkish Central Banks Speed [...]

Doug Noland Posted on Feb 6, 2022
Hard Asset Insights • Feb 05 2022
The Rise of Timid Hawks – February 4, 2022

The Rise of Timid Hawks All major US stock indices closed the week with gains, but volatility continues to dominate financial markets. Outsized daily [...]

Morgan Lewis Posted on Feb 5, 2022
Credit Bubble Daily • Feb 05 2022
Saturday, February 5, 2022

[CNBC] Fresh inflation data could fuel further market volatility in the week ahead [Yahoo/Bloomberg] U.S. Labor, Supply ‘Nightmare’ Seen [...]

Doug Noland Posted on Feb 5, 2022
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