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[Yahoo/Bloomberg] Rally Falters as Russia, Inflation Risks Return: Markets Wrap [Yahoo/Bloomberg] Oil Advances as Investors Track Crisis in Ukraine, Inventories [CNBC] Retail sales surge 3.8% in January, much more than expected amid inflation rise [Yahoo/Bloomberg] FOMC Minutes Eyed for Clues on Half-Point Hike, Runoff Plans [Reuters] Fed minutes likely to provide details on rate hikes, […]
Jeffrey Currie: “We’re out of everything, it’s the molecule crisis” Producer Price Index up to 9.7% Gold shines for 2022 The McAlvany Weekly Commentary with David McAlvany and Kevin Orrick Is It Financial Inclusion or Exclusion? February 16, 2022 “Inflation is the pin that bursts many a bubble dynamic. And that’s what we’re seeing […]
[Yahoo/Bloomberg] Global Stocks Rally; Haven Trades Retreat With Oil: Markets Wrap [Yahoo/Bloomberg] Oil Slumps as Russia Says Some Troops to Return to Bases [Yahoo/Bloomberg] PBOC Pumps in More Liquidity, Spurring Gains in Chinese Stocks [Reuters] Russia says some troops pull back from near Ukraine, West says no proof yet [CNBC] Wholesale prices rise 1% in […]
[Yahoo/Bloomberg] U.S. Stocks Steady on Russia Diplomacy Optimism: Markets Wrap [Yahoo/Bloomberg] Oil Pares Gains With Price Volatility Rising on Ukraine Tensions [Reuters] Asia stocks skid on Ukraine fears, oil scales 7-year peak [Yahoo/Bloomberg] Gold, Palladium Buoyed as Russia Tensions Spark Rise in Demand [Yahoo/Bloomberg] Wheat Extends Surge as Ukraine Tensions Stoke Supply Concerns [CNBC] Bullard […]
[Reuters] Biden tells Putin Ukraine invasion would bring decisive response [Yahoo/Bloomberg] Zelenskiy, Biden to Speak on De-Escalation Hopes: Ukraine Update [CNN] US security and intelligence agencies prep for potential Russian hacking threats [AP] Flights to Ukraine halted or redirected as crisis brews [Yahoo/Bloomberg] World’s Top Economies Confront Inflation, Disease, War: Eco Week [Yahoo/Bloomberg] U.S. Is […]
Bad + Worse = Now I certainly don’t find myself quoting Vladimir Lenin very often, but his observation that “there are weeks where decades happen” was increasingly on my mind as this week progressed. Major macro developments, Federal Reserve headlines, geopolitics, and consequential cross-asset market moves and volatility all conspired to make this week a […]
[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 [Politico] ‘It is past time to leave’: U.S. tells Americans to flee Ukraine and evacs embassy staff [CNBC] Pentagon orders departure of U.S. troops in Ukraine as Russia crisis escalates [Yahoo/Bloomberg] […]
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 40-year high 7.5%. Hyperbole is unnecessary. Inflation is out of Control. The Fed would prefer us to believe otherwise, offering assurances that it is prepared to use “all its tools” to return inflation […]
