There are a number of key data points coming out of the US this week, including GDP, ISM, and NFP, following a relatively quiet holiday period last week. According to Goldman’s Isabella Rosenberg notes, the […]
By Eric Peters, CIO of One River Asset Management “I am deeply troubled by the Federal Reserve’s rapid series of super-sized interest rate hikes, which may inflict unnecessary pain on millions of individuals and families […]
After Powell’s exquisite rugpull, where the most dovish Fed statement in almost one year was followed by the most brutally hawkish press conference where the Fed chair basically told markets to eat shit and die […]
Commodity prices climb faster than in previous recoveries Stocks, bond yields aren’t responding the way they used to Commodities are climbing fast as the world recovers from the Covid pandemic. But while the speed is […]
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