[Reuters] US House to vote on long-awaited $95 billion Ukraine, Israel aid package [Reuters] Wall St Week Ahead ‘Crowded’ megacap trade in US [...]
Despite close calls Saturday night and again on Thursday night, we at least made it through the week avoiding “the start of WW3.” I’m afraid the same [...]
[Yahoo/Bloomberg] US Treasury Rally Fades as Rush for Haven Assets Starts to Wane [Reuters] Stocks off two-month low as fear of Middle East escalation eases [...]
[Yahoo/Bloomberg] S&P Futures Signal Recovery With Earnings in Focus: Markets Wrap [Yahoo/Bloomberg] Oil Holds Decline as Geopolitical Risk Premium Seen [...]
[Yahoo/Bloomberg] Stocks Advance as Earnings Return to Center Stage: Markets Wrap [Yahoo/Bloomberg] Gold Holds Near Record as Traders Look Past Later Rate-Cut [...]
[Yahoo/Bloomberg] Stocks Steady After Selloff Rattles Globe: Markets Wrap [Reuters] Stocks sag, dollar up as ‘higher for longer’ rate view takes [...]
[Yahoo/Bloomberg] Oil Steadies, Treasuries Dip as Iran Stresses Ease: Markets Wrap [Yahoo/Bloomberg] Metals Whipsawed as Sanctions on New Russian Supplies [...]
[Reuters] Gulf markets dip in sign of investor concern after Iran attacks Israel [Reuters] Oil seen opening up after Iran’s attack on Israel, but further [...]
Under Pressure Last week HAI featured a very notable comment from economist Mohamad El-Erian. This week let’s start there. Following the latest FOMC [...]
[Reuters] Iran seizes cargo ship in Strait of Hormuz after threats to close waterway [Reuters] Wall St Week Ahead Surging US energy shares reflect robust [...]
Unique “global government finance Bubble” dynamics some years back compelled an adjustment to one of my favorite maxims. Instead of doubling, Bubbles [...]
[Yahoo/Bloomberg] Gold Jumps to Top $2,400 as Middle East Risks Stoke Demand [Yahoo/Bloomberg] Stocks Drop as Traders Parse Big Bank Earnings: Markets Wrap [...]
[Yahoo/Bloomberg] Stocks, Bonds Slip on Fading Rate-Cut Hopes: Markets Wrap [Yahoo/Bloomberg] Gold Steadies After Stumbling on Resilient US Inflation [Reuters] [...]
[CNBC] Dow drops 400 points after hotter-than-expected inflation report: Live updates [CNBC] 10-year Treasury yield jumps back above 4.5% after CPI tops [...]
[Yahoo/Bloomberg] Bonds Recover With Traders on US Inflation Watch: Markets Wrap [Yahoo/Bloomberg] Gold Hits Another Record as Investors Await US Inflation [...]