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

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 [...]

The Fed raised rates this last week as gold held strong at $1873. Silver hit the 382 fib correction on Tuesday. We will also review gold’s [...]

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

Both the way in and the way out of our current economic difficulties are complex. A lot of people and factors are involved. Still, the money supply [...]

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

While Speculators Gamble On Bed, Bath, & Beyond… Gold Buying At 4,741 Tons In 2022 IMF Sees Sanctions Driving More Gold Buying Why Are Central [...]

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

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

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

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

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 [...]

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 [...]

  [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 [...]