Powell had to attempt a modest reset of market expectations. This wasn’t going to be uneventful. Then Trump made it worse.
Is it even possible to add anything else that would make this all seem even worse?
The Treasury paydown game has ended. A deluge of supply isAnd buyers are panicking into bonds, a move that will live in infamy.
Things that happen in one place happen in every place.
The Labor Market isn’t what Powell said it was.
Something significant has happened with US markets this week and whether you’re bullish or bearish I suggest: Watch closely. Full disclosure: We’ve been approaching July from the sell side and I’ve been […]
Here’s an ugly stock market chart prediction you might want to consider in planning your trading and investments.
And why you shouldn’t be one either.
Ending QT prematurely admits that something was off. Here’s what it was, and is.
Oh Gee! What a surprise! Not. Now, let the fun begin and let it begin with us.