
Yields Spike as Fed Reveals its Balance Sheet Intentions.
The Economy Weakens as Consumer Frugality Begins Equity markets fell last week (April 8), but the biggest change was in fixed-income as the Fed’s minutes

Increasing Market Volatility
Why It’s The Fed’s Fault Equity markets ended Q1/22 (Thursday, March 31) with the first quarterly loss in two years (since Q1/2020, i.e., when the

Because The Entire Tightening Cycle Is Already Priced-In…
… A Recession is Likely to Arrive Early Equity markets were mostly higher on the week, bouncing from clearly oversold conditions. But all the major

A Hawkish Fed With a Fairytale Forecast
A Hawkish Fed The major market moving news this week was the Fed’s unexpectedly hawkish stance. As expected, the Fed raised the Federal Funds rate

For Better/For Worse: Markets Show Extreme Volatility
Between late February and mid-Match, the world drastically changed. And financial markets reacted by becoming much more volatile as unknowns emerged in the Brave New
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When (Why) Bad News IS Good News
