What a week – markets on fire!
Inflation is everywhere – but the latest retail reports show a deflationary trend.
Economic realty – the Fed’s communication strategy is working – maybe too well.
Russia fighting back on the economic front – what that could mean to foreign investment in the future.
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What are they thinking? Drying up liquidity into a time of war, pandemic and a slowing economic backdrop – dumb.
Markets worried that the latest pre-announcement are more than isolated. Retail-apocalypse.
A coupe of limericks…
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TwitDrama is still going strong.
Oil prices are back up and this is cause for some concern.
Massive rebound in small-cap tech, still needing of stabilization before investors willing to trust this market condition.
Bernanke in an unusual twist….
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He went too far – TOO FAR!
Europe abandons its plans – oil recoils.
Twitter drama continues…
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Fed decision imminent.
Global slowdown – is now the time to cool the rate hike discussion a bit?
It is the worst start of a year since…..
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Podcast: Play in new window | Download (Duration: 1:04:21 — 59.2MB)
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Interesting development with rates – first time in a very long time this happened.
YUAN moving – big change of trend
Big news from GM – or is it?
Stocks slump, bonds up – correlations normalize for once.
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Podcast: Play in new window | Download (Duration: 1:03:28 — 58.4MB)
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Housing numbers rolling over. Survey says: Bears overtaking Bulls by a wide margin.
Turnaround Tuesday is intact.
IMF is downgrading global growth.
Announcing a new Closest to The Pin
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A week off and so much to catch up on. Need to know more about John’s bday bash.
Inflation much – yup we have a large segment to review – CPI and PPI out this week.
New from the Mile-High-Club and Elon’s latest craziness.
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Podcast: Play in new window | Download (Duration: 54:14 — 49.9MB)
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Markets getting a kick out of Biden’s lean in and walk back.
Will Smith – what was that?
Yields invert – 10Year hits 2.5%
Oil crumbles on the China lockdowns – everything is backasswards.
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Podcast: Play in new window | Download (Duration: 1:04:52 — 59.7MB)
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One of the best week’s since….
Markets continue in rally/rip mode as “hope” that Ukraine beats Russia.
China stimulus hopes propel tech shares to the moon
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Podcast: Play in new window | Download (Duration: 1:04:18 — 59.1MB)
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