By Benjamin Picton, senior macro strategist at Rabobank Be Careful What You Wish For In April of this year, Christine Lagarde gave a speech before the Council on Foreign Relations in New York in which […]
Authored by Peter Tchir via Academy Securities, I Know What You Did Last Winter While not quite a horror story yet, we’ve had at least a few deaths (or near-death experiences) depending on your perspective […]
By Peter Tchir of Academy Securities Surprise, Surprise There is one chart I keep turning to, the Citi Economic Surprise Index. The surprise index started rolling over in the middle of December. For a month, […]
Hobbled by high interest rates, punishing inflation and Russia’s war against Ukraine, the world economy is expected to eke out only modest growth this year and to expand even more tepidly in 2023. That was […]
Via PentoPort.com, The effective overnight interbank lending rate is now 3.08%. It was just 0% a little over six months ago. According to the Fed’s current plans, the Fed Funds Rate (FFR) is heading to […]
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