CPI appears to have peaked, but it’s the pace of…
Former Hedge Fund Manager Russell Clark has a new macro…
Although it’s technically in bear market territory, the S&P 500…
We’ve already seen trillions of market capitalization vaporized in 2022,…
This year has been about fighting inflation. Next year will…
The Federal Reserve is dealing with a complex set of…
U.S. core inflation has reached a 40-year high, and yields…
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With non-bank financial institutions holding the largest share of the…
It was an already-tight U.S. labor market in 2019 and…
Bonds and equities rally and the dollar pulls back when…
Thank you for the great feedback about our new show…
There’s no going back to 2019, according to Jim Bianco,…
The macro outlook is still bleak: Inflation remains elevated, the…
FedEx withdrew forward earnings guidance and CEO Raj Subramaniam warned…
As if markets needed any more complicating factors in an…
What’s the significance of “time horizon” when it comes to…
As investors stake their hopes in a Fed pivot, the…
“What are they smoking?” is what smart-beta pioneer Rob Arnott…
Welcome to We Got the Message, where we compile questions…
As Joseph “The Fed Guy” Wang suggested it might, the…
The combined effects of a strong U.S. dollar and aggressive…
In a little more than 24 hours, the Federal Reserve…
Inflation continues to trek toward a peak, with the consumer…
