The inevitable consequences of soaring commodity prices In last week's Notes, I wrote: "There are always unexpected consequences. Somewhere in the world, there is a…
Victor Adair12 March 2022
The Russian Blitzkrieg invasion of Ukraine initiated DRAMATIC surges and reversals across markets The S+P plunged to a 9-month low early Thursday morning (down ~15%…
Victor Adair26 February 2022
Interest rates have steadied after surging higher since November The Dec 2022 Eurodollar futures contract closed red for 11 consecutive weeks but finally closed green…
Victor Adair19 February 2022
Interest rates rocket higher Interest rates have been climbing steadily since early December but rocketed higher this week on the one-two punch of surging CPI…
Victor Adair12 February 2022
Interest rates surge higher everywhere Christine Lagarde surprised markets Thursday by opening the door to higher interest rates this year from the ECB. On Friday,…
Victor Adair5 February 2022
Reassessing The Fed = Market Mayhem On January 15, the lede for my TD Notes was: "Peak Fed Hawkish - Or Minsky Moment?" Since then,…
Victor Adair29 January 2022
This was the worst week for the leading stock indices (including the TSE) since the February/March 2020 meltdown Market sentiment is extremely bearish, and markets…
Victor Adair22 January 2022