There was further evidence this week that loose financial conditions are working their magic. University of Michigan Consumer Sentiment added a [...]

[Yahoo/Bloomberg] Stocks Fall With Bonds on Hawkish Bets: Markets Wrap [Yahoo/Bloomberg] Adani Stock Rout Deepens as MSCI Cuts Free Float of Some Firms [...]

  [Yahoo/Bloomberg] US Stocks Rise as Earnings in Focus: Markets Wrap [Yahoo/Bloomberg] Adani Stock Rout Resumes as MSCI Says It’s Reviewing Free Float [...]

[Yahoo/Bloomberg] US Stocks Retreat; Oil Extends Gain: Markets Wrap [Reuters] Istanbul bourse suspends trading after main index drops 7% [Yahoo/Bloomberg] Oil [...]

[Yahoo/Bloomberg] Stocks Waver Before Powell: Markets Wrap [Yahoo/Bloomberg] Oil Extends Rebound as Saudi Arabia Bets on More Demand in Asia [Yahoo/Bloomberg] [...]

[Yahoo/Bloomberg] US Stocks Fall on Fed Outlook; Dollar Rises: Markets Wrap [Yahoo/Bloomberg] Adani Stock Rout Enters Third Week as Flagship Shelves Bond Sale [...]

[AP] US downs Chinese balloon, drawing a threat from China [Yahoo/Bloomberg] There Are Signs of Stronger China Rebound to Boost Oil, IEA Says [Yahoo/Bloomberg] [...]

[Reuters] China balloon soaring over U.S. deflates hopes for diplomatic thaw [AP] China balloon: Many questions about suspected spy in the sky [Guardian] China [...]

Seeing Through the Fog of War HAI has long viewed the outbreak of consumer price inflation to 40-year highs as a consequential game changer for the economy and [...]

After beginning 1968 at 3.6%, (y-o-y) CPI jumped to 6.2% to end 1969. “Disinflation” took hold, with CPI down to 2.7% by June 1972. What had been festering [...]

  [CNBC] Stocks fall as hot January jobs number is likely to keep the Fed in hiking mode [CNBC] Treasury yields leap after much hotter jobs report than [...]

[Yahoo/Bloomberg] Stocks Extend Fed Rally With ECB to Come: Markets Wrap [Reuters] Dollar plunges as Fed says disinflation now in play [Yahoo/Bloomberg] Adani [...]