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%”
Map: Every Day of the War of 1812
All sides ended up claiming victory, except the Native Americans
A Paradigm Shift: We Have Finally Reached the Limit of Endless Stimulus
This week foreshadowed the return of sanity to a world gone willfully mad
Breakevens Pointing to 2%+ Inflation Within a Few Months
The Fed might not care about inflation overshoots anymore, but the long end of the treasury curve, and by extension the rest of the market, certainly do
US Capacity Utilization Back to 2016 Levels
Persistently low capacity utilization is one of the key challenges holding back capital investment and productivity growth in the US