It’s the Debt Cycle (And Other Things)
The debt cycle, tariffs, and central bank hubris have created the conditions for a spectacular unwind of risk assets.
Hard hitting global and local news
The debt cycle, tariffs, and central bank hubris have created the conditions for a spectacular unwind of risk assets.
As traders cheer the longest bull market in history, they ought to be wondering “what’s next?”
Commerce Secretary Wilbur Ross says it is ‘not clear’ a report on auto tariff recommendations will be coming this month.
This last weekend I saw a biker wearing a “support our troops” shirt. OK, what’s the best way?
Not only did Trump whine about interest rates at the Hamptons fundraiser, he also threatened China.
Is there a bullish case for the Lira? One person thinks so. Most think otherwise.
Trump is not happy with Fed chair Jerome Powell.
Analysts have increasing doubts about Musk’s ability to take Tesla private.
In its latest report, the BEA revised spending down and income up. As a result, the savings rate rose.
A mere five companies account for nearly half of the rise of an index of 500 stocks.