Fading The Soft Landing Narrative
A ‘‘very strong’’ labor market report coupled with the first preliminary signs of inflation slowing down have brought back 2021-like euphoria in...
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Time To Buy Bonds?
In yesterday’s Senate Banking Committee hearing, Powell brought his hawkish stance to new highs: a strong economy underpinned by healthy levels of...
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Charts to Watch.
Nasdaq 100 is trading below the 200-day MA since mid-January. Now the index is trying to go back above the MA for the second time in a couple of...
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Has Your Portfolio Realized That The Money Printer is Out of Order?
‘‘There are no gurus. There are only cycles.’’ Michael Gayed The money printer is out of order in 2022. Actually, we are even looking at BRRRR...
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The week of the Central Banks: expectations, surprises and reactions
This week has been crucial for markets. Because some of the most important central banks released their monetary policy expectations for next year
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