The Federal Reserve’s balance sheet unwind, aka Quantitative Tightening (QT), ramps up today...
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Two-Year Yields Highest Since 2007
Two-year Treasury note yields neared 3.50% yesterday, the highest level since 2007. At that time, a...
Energy Bill Crisis
Bloomberg recently published a disturbing article entitled- A ‘Tsunami of Shutoffs’: 20...
Fed Trial Balloon is Floating Over Jackson Hole
As we have noted, the Fed will often use the media, and in particular, Nick Timiraos of the WSJ, to...
Jackson Hole Conference Slows the Bulls
The recent market uptrend is stalling. The culprit is most likely the coming annual Jackson Hole...
Euro-Dollar Parity
For the first time in 20 years, the euro-dollar pair is trading below 1.00 (parity). As we share in...
Meme Stocks On A Roller Coaster
In Monday’s commentary, we discussed how Bed Bath & Beyond (BBBY) shares rose almost...
Blood Bath & Beyond
“Blood Bath” & Beyond (BBBY) was the latest meme stock to be forced into a massive...
Short Covering Grinds To A Halt
Short covering has stopped. Over the last couple of days, markets have meandered as investors...
UK CPI Threatens the “Peak CPI” Narrative
Stock markets have been on fire since the last round of inflation data which showed inflation was...