Global Food Inflation Still Spiking, Up Roughly 22% Since 2019
The last time global food prices rose like this, the early 2010s, it set of a series of conflicts throughout the Middle East and elsewhere
Peter Boockvar: Fed Is Losing Control of the Bond Market
The Fed can say that they don’t care about inflation overshoots until the cows come home. The market clearly cares and that’s all that matters.
Manhattan Rents Have Fallen by Nearly a Quarter
New York City may have lost 5% to 10% of its population in just six months in 2020
Jim Grant Explains What the Fed Is Supposed to Do
“The Fed has appointed itself the First Vice President of Everything”
The Fed’s Goldilocks Zone Has Disappeared
Equity and bond prices have been feeding off of increasingly negative real rates since 2018
Image: The Lightweights
Fowler and Wortman Rocket
This Is Where Taxes Are Headed
This is going to be a wild ride.
Lyn Alden: Fed Won’t Do Yield Curve Control Until Something Big Breaks
One the of best argued cases for a ‘reflationary’ outlook
Big Tech in (Further) Decline?
Is the tide finally turning against the Big-Tech woke-mob?
David Rosenberg: Bond Market Radically Oversold
“This bond market is so radically oversold that if you’re going to ask me where we are right, now do you see 2% or 1%, I think we are going to peel back to 1%”