Believe in a Soft Landing ... Yeah, and That Inflation Was 'Transitory'
Let's look at just how much lower we can go, how much higher rates can rise and what's flying in the U.K. and Japan.
Currency Check: The Chinese Yuan Flirts With a New Low
Let's look at the movement in the yuan.
The Fed Is Coming Hard, and We Should Be Relieved
The central bank needs to restore price stability while preserving the strength of the US dollar for the long-term good of the economy.
London Calling: U.K.'s 10-Year Gilt Shocks the System
Let's check out the dumpster fire in the United Kingdom -- just as we were turning to Japan's yen move.
I'm Tracking a Dollar Fund and a Gold Fund for Trading Clues and Cues
I'm also studying the S&P 500 and Nasdaq Composite for how to proceed.
Inflation Isn't Caused By Some Greedy Ebenezer Scrooge-Like Character
Dual forces have combined to create a world in which hydrocarbons are in short supply, which makes the price of everything else rise.
Australia's Central Bank Says It Is Bust
After the Australian fiscal year ended in June, the Reserve Bank of Australia marked its bond holdings to market - wiping out all its reserves.
Stagflation Is an Exaggeration. It's FedEx You Should Worry About
Here's what I see with Fed action ahead and why I'm not so worried about stagflation -- unless we really mess things up.
Asian Equities Protected From Worst of U.S. Selloff
Markets in Asia moved lower but it was far from the bloodbath on Wall Street, with Asian currencies the main indicator of economic weakness.
The Fed Isn't Draining Liquidity, They Are Soaking It Up With a Q-Tip
Where will all of this money go now?