Biggest 2-Year Drop Since Black Monday. What to Make of It?
We are no longer in the ‘logic’ driven part of this process
Who Is Delivering Western Tanks to Ukraine?
Walk back…
Over? Fed Undoes Nearly Half of QT in One Week
Just like that…
Chris Whalen: If the Fed Doesn’t Pivot, More Banks Will Fail
Systemic problem
Which Countries are Buying Russian Energy?
China and the EU
Judy Shelton: Fed’s Monetary and Economic Model Is Wrong
No accounting for fiscal policy
Inflation Doesn’t Drop Faster Than This Outside Severe Recessions
Patience is a virtue.