Powell was more hawkish than expected - stocks, bonds, and gold tumble - USDX hits a new 20-year high Powell's Jackson Hole speech on August…

Will markets get "back to business" with a BANG after Labor Day, Sept 5th? We are in the "silly summer season," and the "adults" are…

Global stock markets continue the rally from the June lows, S+P up ~18%, NAZ up 23%, AAPL up 33% The S+P, DJI and VTI (Vanguard…

Markets that don't fall on "bad" news probably go higher My macro bias over the past few weeks has been that inflation would stay higher…

Markets assume "Peak Fed Tightening" has come and gone - stocks, bonds, commodities and gold rally, the US Dollar weakens The Fed raised s/t rates…

Is anything going right in Europe? Germany reported a monthly trade deficit in May for the first time since 1991 (following the reunification of East…

"Don't fight the Fed," they say, but what will the Fed do? The markets understand that the Fed is determined to cool inflation by raising…

Fossil fuels - the Last Man Standing takes a tumble - but bounces back - a bit Front-month NYMEX WTI futures dropped as much as…