No Place for Pollyannas This week, financial markets acted decisively and with rare clarity. Essentially, for this ugly week, it was King Dollar up, virtually [...]
Jay Mans Up A tip of the hat to Fed Chairman Jerome Powell this week. Friday was his day. In just over eight focused minutes on the mic (versus 30 minutes [...]
Jackson Hole Faces a Gordian Knot; Will Powell Have a Sword? With the calendar now parked in the late August vacation season, trading volumes notched the [...]
Contradictions & Catch-22s A sleepy month of August this is not. On the week, the raging rally in major market equity indexes continued. The flagship [...]
Yield Curve Speaks, Commodities Listen August is just getting going, but it’s already proving to be far from a vacation month for markets. A number of [...]
Mr. Market Found His Enemy—In the Mirror Due to travel associated with a conference this week, HAI will offer weekly prices and just some brief thoughts on [...]
Good News/Bad News—But Not In Equal Measure This was another eventful week in markets. Overall, stocks continued to push higher in an ongoing bear market [...]
Inspired Heat and the Recessionary Gorilla Decades ago economist Hyman Minsky described our credit-based, Keynes-inspired, post gold-standard economic model as [...]
Eyes Ahead: Looking for the Fat Pitch It was a captivating week in the wild world of markets, with fascinating, high-impact dynamics in play. Strong labor [...]
The Rocket’s Red Glare With America’s 4th of July birthday upon us, we’re not just seeing fireworks decorate the nation’s skies, markets are putting on [...]
The Fed’s Dilemma: Pyrrhic Victory Against Inflation or Worldwide Flood of Liquidity Extremely depressed market sentiment readings and oversold underlying [...]
One Giant Leap In anticipation of this week’s Federal Reserve FOMC meeting, economist Mohamed El-Erian warned, “I think the Fed is going to have to decide [...]
Recognition Day Due to travel and a family commitment, HAI will offer just prices and a few very brief thoughts this week. For full coverage of the high impact [...]
The Good, The Bad, and The Ugly “May you live in interesting times” is said to be an ancient Chinese curse. We’ll, I don’t know if it’s actually a [...]
Fed Gets Risky; Bulls Get Frisky This week, MWM completed its latest quarterly client call. Thanks go out to all those who joined us, and to everyone we have [...]
