[Yahoo/Bloomberg] Adani Credit Facilities Expose Collateral Web Full of Red Flags [BBC] China may give Russia weapons for Ukraine war, Anthony Blinken [...]

Magical Disinflation Theory This week, the S&P 500 broke below its rising trend channel that has defined the rally off of December lows. The channel trend [...]

[Yahoo/Bloomberg] Charting the Global Economy: Inflation, Retail Sales Climb in US [Reuters] Earthquake death toll passes 46,000; desperation for signs of life [...]

Data this week confirmed both that “disinflation” is not running wild and that the U.S. economy is not falling off a cliff. A comment by a senior German [...]

  [Yahoo/Bloomberg] Stocks Slide on Hawkish Rate Fears; Dollar Rallies: Markets Wrap [Yahoo/Bloomberg] Dollar Erases Loss for Year as Bets on Bigger US [...]

[Yahoo/Bloomberg] US Stocks Drop after Data: Markets Wrap [Reuters] Oil rises on China optimism, market shrugs off U.S. inventory build [CNBC] Wholesale prices [...]

  [Yahoo/Bloomberg] US Stocks Slip With Focus on Rates; Pound Falls: Markets Wrap [Yahoo/Bloomberg] China Stock Slide Puts Hedge Funds’ Crowded Trade at [...]

[Yahoo/Bloomberg] US Stocks Climb After Inflation Data: Markets Wrap [Yahoo/Bloomberg] Oil Drops on US Plan to Sell More Crude From Strategic Reserve [...]

  [Yahoo/Bloomberg] Stocks Rise at Start of a Crunch Week: Markets Wrap [Reuters] Oil falls on demand worry as Fed ‘make or break moment’ [...]

[Reuters] Republicans won’t cut Social Security or Medicare, everything else on the table in debt talks, House Oversight Committee Chair says [...]

  [Reuters] Wall Street Week Ahead: Last year’s laggards lead U.S. stocks’ 2023 rebound, for now [Yahoo/Bloomberg] BlackRock, Pimco Push Back [...]

Inflationary Fire or Recessionary Ice This week was relatively calm for markets and uneventful on the economic data calendar. These were welcome and merciful [...]