...markets will naturally begin thinking about whether a future leadership transition could imply a different mix of fiscal priorities, spending plans and taxation...
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Latest: Post-Hormuz: Bullish or Bearish
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When bonds sell off, equities rarely digest it well. If we start getting sustained bond market volatility again, then all else…
"With a background of bond markets looking unsettled, with the problem of inflation, with the Strait of Hormuz not having a…
Beneath the geopolitical theater, a dangerous story continues to deteriorate quietly in the background...
We skyrocketed upward the last 3 years. The problem is: those same effects can work on the way down, too...
The data is ugly and won't be able to be ignored much longer...
...markets now see BOTH more growth and more inflation than they did pre-conflict.
