Japan: Spot the Outlier
$81 billion of QE in one week…
Mark Mobius: Bear Market Could Get Much Worse; Turns Bullish on China
“We are going to be going through a lot of crises in the following months…”
Atlanta Fed GDP Forecast Pointing to Technical Recession
Not a good sign
Russian Crude Shifts to Asia
Swapping trade slips
The Fed Is Pro-Cyclical
If real GDP and inflation are double or triple target and your model still says ‘print money,’ throw out the model and fire anyone that took it seriously
Global Growth Optimism Lowest Since at Least 1994
A new consensus
Sam Zell: Fed Should Raise by a Full Percent
“The cost of financing is up 80%”
Ed Yardeni: We’re in a Bear Market, Likely Going Lower
Three consecutive triple rate hikes
Fed Poised to Make a Major Policy Mistake
We must end the cycle of badly-belated-then-overly-aggressive tightening campaigns that end in a crash
Yield Curve Re-Inverts. It’s too Late for Playing Catchup
Squeezing the rate hikes and QT that should have been done in 2021 into the next few months risks cutting the tightening cycle short before bringing inflation under control