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New Risk: Powell Stoking Risk-On Trades
Fed Chair Jerome Powell's dovish congressional testimony yesterday and today stoked the hot trades in the financial markets…
Disinflation
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The Week Ahead: January 22 - 26
The week ahead should be another good one for our "immaculate disinflation" scenario. December's Index of…
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A Christmas Market For The Bull? S&P 500 At 6000 In 2025?
Christmas is in two weeks. This year's Santa Claus rally started early, i.e., on October 27. Will…
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China: The World's Largest Nursing Home
China’s economy is in a property-led and fertility-led depression. That’s bad news for China’s people and for…
