Un-BEAR-able
From our perch, today is not the day to turn bearish on equity despite the ugly close in the United States. The time to do that was in late
Un-BEAR-able
The Correlated Shock
Terminal Velocity?
The China Pivot
Peak (Inflation) Fear?
(Hawk) Talk is Cheap
The Fed & Financial Conditions (the darker shadow)
Locked & Loaded
"Welcome to the Party Pal"
Quantitative Tightening; not Quentin Tarantino
Wonder-Fall: Don't Look Back in Anger
HO HO-UH OH