Will the Fed pause/pivot before or after "something breaks?" The Fed is determined to continue tightening monetary policy until inflation falls. Stocks and bonds have…
Expectations of more Fed tightening is the "most important thing" for financial markets Markets reacted dramatically to the "stronger than expected" CPI report Tuesday morning.…
Trading against sentiment extremes One of my favourite trading questions is, "How much is already in the price?" Market sentiment has recently become very negative,…