Category Posts

The big "Liberation Day" is only one day away now and the most recent indications are that Trump is about to reach for the nuclear trade...

Below I will discuss the various factors that will weigh on the Fed decision this week. First, we begin with the bull case: "Ned Davis...

The goal of central banks over these next two weeks will be to close the "gap" between fantasy and reality: Weekend Barron's Magazine:...

"A so-called soft landing — where inflation returns the Fed's 2% target without a sharp economic downturn — has become close to a...

The most common bullish argument lately is based on the fact that nominal money market balances have gone parabolic in the past couple of...

January 15th, 2024 "By slowing the pace at which its balance sheet shrinks, the central bank aims to prevent a messy disruption to the...