This Index Will Make or Break the Global Cycle Post FOMC
We spend a good deal of time pouring over patterns in the S&P and top sectors but tend to not view the Dow Jones as a primary driver but rather...
209 Views
Weekly Oil Views: No Respite for Crude as Trump Tariff Plan Stuns Stock Markets
Benchmark crude prices were hammered down to two-week lows in the week to March 2, first by renewed fears over a hawkish Fed following Jerome...
208 Views
Unambiguously Hawkish Powell to Trigger Higher Yields and a Stronger Dollar
Fed chair Jeremy Powell indicated that full employment is "in the low 4s", inflation is going to get to 2% quite smoothly, and the economy was...
249 Views
Volatility's Return and the Rising Risk of Policy Error
With the US now set to have fiscal deficits in excess of 5% of GDP annually over the next 12 years, at a time when the public debt/GDP ratio is...
204 Views
Weekly Oil Views: Crude Prices Bounce up with Financial Market Sentiment
The oil markets in the week of February 12-16Â reminded us of the Pied Piper of Hamelin.The dark tale, set in the 13th-century German town of...
212 Views