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[Reuters] Stocks ease as Ukraine attacks and rate outlook spark flight to havens [Yahoo/Bloomberg] US Semiconductor Stocks Join Global Rout as Biden Expands Curbs [Reuters] Chinese tech shares tumble after U.S. publishes new export rules [Reuters] Oil falls as China demand concerns fuel recession fears [Yahoo/Bloomberg] Wheat Soars as Kyiv Blasts Boost Risks to Ukraine […]
[Yahoo/Bloomberg] Danger of $4 Trillion Hole in World Outlook Haunts IMF: Eco Week [Yahoo/Bloomberg] Central Banks Plow On Hiking Rates Despite Pivot Talk [Reuters] Kremlin praises OPEC+ for countering U.S. ‘mayhem’ [Yahoo/Bloomberg] Truss Faces New Perils as Restless MPs Return to Westminster [Yahoo/Bloomberg] Twitter LBO Offers Latest Headache for Depleted Credit Markets [Yahoo/Bloomberg] Covid’s Shadow […]
Thanks to All Our Clients! This week, the MWM team hosted our 2022 annual client conference. It was a wonderful experience for the team. Deep gratitude goes out to all our clients. For this author, it was an absolute pleasure to meet all in attendance. With presentations during the day and a dinner party Friday […]
[Reuters] OPEC+ oil output cut shows widening rift between Biden and Saudi royals [Yahoo/Bloomberg] Summers Urges Fed to Keep Tightening, Even as ‘Collision’ Looms [Yahoo/Bloomberg] Kwarteng Heads to IMF With Alarm Bells Recalling 1976 Bailout [Reuters] Explosion destroys part of Crimea bridge crucial to Russian war effort [Reuters] U.S. tries to hobble China chip industry […]
Adapted from my Friday, October 7, 2022, presentation at the annual McAlvany Wealth Management Client Conference in Durango, Colorado. I fell in love with macro analysis sitting at a trading desk staring at Telerate and Quotron screens in the summer of 1987 – wild global market instability that culminated that October with the “Black Monday” […]
