The Fed risks slipping further into a no-win interaction with markets….Maybe the Fed or Powell is uncomfortable with stock market rallies… 50bp rate hike coming in both May and June?! March 22, 2022 12:41 pm
The End of Markets: The Fed Cannot Control What Has Already Begun March 12, 2022 6:37 pmMarch 10, 2022 10:05 am
Plunge Protection Team sold a lot of puts at the end of January to keep the markets from crashing and today(T+2 & C+35) they’re due to expire. Either today the market crashes completely or another can kick from the PPT. March 8, 2022 1:36 pm
Commodity Catastrophe! The Ukraine War Has Thrown Global Markets Into A State Of Complete And Utter Chaos March 8, 2022 6:08 pmMarch 8, 2022 8:03 am
Putinesca! European Markets Tank, Energy Prices Explode, US 10Y Treasury Yields Plunge 13.3 BPS After Russia Invades Ukraine (Russian 5Y CDS Soars To 917) February 24, 2022 3:23 pm
2022 shaping up poorly for stock markets, bonds, house prices and cryptocurrency. Bulls, allow me to be the first and last person to tell you… You’re in trouble. February 20, 2022 11:59 amFebruary 19, 2022 10:46 am
Are US Credit Markets starting to deteriorate alongside weakening economy? Fed starting to take away the kool-aid? High yield in free fall… February 7, 2022 9:13 pm