El-Erian: Fed Not Stepping in Anytime Soon
“You are seeing a global economy that is being rewired”
Chart: LA Port Congestion Easing
Improvement
10-Year TIPS Yield Positive for First Time Since Covid
Commodity peak?
German Producer Prices Surge to 33.5%
What a surprise…
Chinese Economic Indicators Tumble in Prolonged Lockdowns
Recession in all but name
Chart: S&P 500 Forward P/E
Back to “normal”
Conference Board CEO Sentiment Survey Now Pointing to Recession
The economy is hitting a brick wall
Markets Bounce or It’s a Recession by Summer
Waiting on the Fed pivot
NATO Doesn’t Need More Freeriders
Sweden and Finland haven’t met the 2% NATO defense spending level in a generation
Time to Pull Forward the Recession Scare?
Don’t be contrarian just for the sake of it, but…