Category: NEWS

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Gasoline Stimmies: This Is How You Return To A 70’s-Style Wage-Price Spiral

Gasoline Stimmies: This Is How You Return To A 70’s-Style Wage-Price Spiral By Michael Every of Rabobank I have to repeat yet again that this…

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US Hits Over 400 Russian Individuals & Entities With New Sanctions

US Hits Over 400 Russian Individuals & Entities With New Sanctions As was fully expected and previewed by the White House earlier this week, Joe…

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Blain: How To Win Wars & Beat Recession

Blain: How To Win Wars & Beat Recession Authored by Bill Blain via MorningPorridge.com, “As the facts change – amend plans accordingly.” The West will…

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European PMI Data Confirm Ukraine War “Starting To Weigh On Growth”

European PMI Data Confirm Ukraine War “Starting To Weigh On Growth” All eyes were on today’s European PMI reports for confirmation that the Ukraine war…

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Stocks Surge On Report Of “Careful Optimism” In Ceasefire Talks

Stocks Surge On Report Of “Careful Optimism” In Ceasefire Talks US equity markets are rallying following a report from Axios’ Middle East correspondent, Barak Ravid,…

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Forget “Retro-Fitted Narratives”, Nomura Warns Equities Are Still A “Flows & Positioning Story”

Forget “Retro-Fitted Narratives”, Nomura Warns Equities Are Still A “Flows & Positioning Story” Equities are still a “flows and positioning” story, as opposed to what…

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US PMIs Unexpectedly Surge In Early March Survey, Costs Increasing At Near-Record Pace

US PMIs Unexpectedly Surge In Early March Survey, Costs Increasing At Near-Record Pace After an unexpected rebound in February, analysts expected US Manufacturing and Services…

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The Battle Of The Yield Curves

The Battle Of The Yield Curves It’s not just Wall Street’s increasingly less shrill army of legacy permabulls that has dismissed the collapsing 2s10s yield…

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US Reportedly Agrees To Home 100,000 Ukrainian Refugees

US Reportedly Agrees To Home 100,000 Ukrainian Refugees A week after it was reported that several major Polish cities had reached “capacity”, President Biden, who…

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What A Mess!

What A Mess! By Peter Tchir of Academy Securities I’ve been more confused than usual by markets since late last week. I am struggling to…

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US Durable Goods Orders Plunge Most Since 2020 COVID Collapse

US Durable Goods Orders Plunge Most Since 2020 COVID Collapse After four straight months of growth, analysts expected US durable goods orders to decline in…

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Uber Shares Climb On News Of Sweeping “Alliance” With NYC Cabbies

Uber Shares Climb On News Of Sweeping “Alliance” With NYC Cabbies NYC commuters and consumers will likely breath a sigh of relief on Thursday following…

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