Markets react to a "slowing" Fed Leading up to Powell's scheduled Wednesday speech, some market participants were likely positioned for a re-appearance of "tough-guy" Powell…
Lower-than-expected October CPI inflation inspired HUGE rallies in stocks, bonds and currencies Markets have been searching for "Peak Hawkishness" since June - without success, as…
Inter-market relationships I'm a Macro tourist: I constantly monitor intra-market and inter-market relationships and correlations. It's an old habit, and it often leaves me more…
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…