The Heat is On Last week, HAI observed that the S&P 500 had broken below the rising trend channel that defined the rally off December lows. The implication [...]
Archaic perhaps, but I am an impassioned proponent of sound money – and have been for a long time. It’s vital – fundamental. The Austrian School of [...]
[Yahoo/Bloomberg] Stocks Decline After PCE Inflation Report: Markets Wrap [Yahoo/Bloomberg] Oil Extends Gain for a Second Session Ahead of US Inflation Data [...]
[Yahoo/Bloomberg] US Stocks Rise as Fed Aligns With Street Wagers: Markets Wrap [Reuters] Oil prices firm, but rise in U.S. inventories looms [Reuters] [...]
[Yahoo/Bloomberg] US Stocks, Treasuries Advance Before Fed Minutes: Markets Wrap [Yahoo/Bloomberg] Japan’s Key Yield Rises Above 0.5% BOJ Ceiling for Second [...]
[Yahoo/Bloomberg] US Stocks Drop on Fed Concern as Dollar Gets Bid: Markets Wrap [Yahoo/Bloomberg] Oil Swings in Rangebound Market as Fed and China [...]
[Yahoo/Bloomberg] Stocks Wobble as China Bets Fade; Dollar Stalls: Markets Wrap [Yahoo/Bloomberg] Oil Gains After Weekly Loss as China Recovery Competes With [...]
[Yahoo/Bloomberg] Adani Credit Facilities Expose Collateral Web Full of Red Flags [BBC] China may give Russia weapons for Ukraine war, Anthony Blinken [...]
Magical Disinflation Theory This week, the S&P 500 broke below its rising trend channel that has defined the rally off of December lows. The channel trend [...]
[Yahoo/Bloomberg] Charting the Global Economy: Inflation, Retail Sales Climb in US [Reuters] Earthquake death toll passes 46,000; desperation for signs of life [...]
Data this week confirmed both that “disinflation” is not running wild and that the U.S. economy is not falling off a cliff. A comment by a senior German [...]
[Yahoo/Bloomberg] Stocks Slide on Hawkish Rate Fears; Dollar Rallies: Markets Wrap [Yahoo/Bloomberg] Dollar Erases Loss for Year as Bets on Bigger US [...]
[Yahoo/Bloomberg] US Stocks Drop after Data: Markets Wrap [Reuters] Oil rises on China optimism, market shrugs off U.S. inventory build [CNBC] Wholesale prices [...]
[Yahoo/Bloomberg] US Stocks Slip With Focus on Rates; Pound Falls: Markets Wrap [Yahoo/Bloomberg] China Stock Slide Puts Hedge Funds’ Crowded Trade at [...]
[Yahoo/Bloomberg] US Stocks Climb After Inflation Data: Markets Wrap [Yahoo/Bloomberg] Oil Drops on US Plan to Sell More Crude From Strategic Reserve [...]
