Eurodollar Yield Curve Inversion Getting Extreme
Another recession warning
Fed Pivot? Be Careful What You Wish for
The faster inflation drops, the more likely we are experiencing a recession
Robert Kessler: Prepare for a Lost Decade
“If you don’t have a good job that works in every environment… think about getting rid of debt…”
Inventory Crunch Over
Peak inflation
Mark Mobius: Historic Shift from China to India
“I believe we are seeing a sea change”
Oil Option Positioning Skewed Most Bullish Ever
How much more obvious could this be?
The Great Resignation Moderates But Problem Not Going Away
No way to avoid a dependency spiral
Gundlach: Fed Will Slow from Here, Inflation Will Undershoot
“If you are manipulating a seven point decline from peak to trough in that compressed of a timeframe, I think you chances of it stopping at two are very low.”
Leland Miller: “Precipitous Growth Slowdown” China’s Future
Covid-zero is a ‘catastrophe’
Sam Zell: US Dollar in Great Jeopardy
“I think the dollar is in great jeopardy and that’s what I’ve been worried about more than anything else.”