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China is a Wildcard
Oct 14, 2022

China is a Wildcard

What's going in China and why we should pay attention

Gilt-ridden England
Oct 12, 2022
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Gilt-ridden England

What's going with the Bank of England, the Pension Funds and the Gilts

The Weekend Edition # 59
Oct 09, 2022

The Weekend Edition # 59

Volatile Markets, The Mighty US Dollar, Notes for Earnings Season, Busy week ahead

What the OPEC+ cuts mean - A brief FAQ
Oct 06, 2022
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What the OPEC+ cuts mean - A brief FAQ

OPEC+ cut production quotas of 2 million barrels per day but the actual cut to production is 800,000 barrels per day

The Weekend Edition # 58
Oct 02, 2022

The Weekend Edition # 58

Where do we stand? Nike Earnings. Calendars. Closing thoughts - Optimism remains

The Weekend Edition # 57
Sep 25, 2022

The Weekend Edition # 57

Rate Hikes, Emerging Markets, Costco, FOMC Recap, The Clear Message, Calendars

The FOMC Meeting - Sep 2022
Sep 22, 2022

The FOMC Meeting - Sep 2022

There's no more Fedspeak

The Weekend Edition # 56
Sep 18, 2022

The Weekend Edition # 56

Bear Market continues, CPI Breakdown, FedEx, Lessons that Remain

Spiraling Out of Control
Sep 15, 2022
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Spiraling Out of Control

The looming threat to the Fed's decisions

How Quantitative Tightening is Supposed to Work
Sep 07, 2022

How Quantitative Tightening is Supposed to Work

A short primer on the calculations

The Weekend Edition # 55
Sep 05, 2022

The Weekend Edition # 55

The Bears are Back; The Private Equity Market; Earnings Summary; The Week Ahead

An update on Soft Commodities
Sep 01, 2022
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An update on Soft Commodities

A look at what's driving Wheat, Corn and Coffee and where they may go

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