Markets at a Crossroads: Inflation, Employment Data, and Geopolitical Risks
The Fed’s battle with inflation is far from over, and yielding to political pressure will come back to bite them
Andy Krieger
What Are the Markets Telling Us Right Now?
The market’s reaction to the Fed’s giant rate cut has been strange.
How Will the Markets Respond to the Fed's 50 Basis Point Cut?
The market’s reaction was fascinating. Bonds told a very different story to stocks and the dollar
The Myth of the U.S. Economic Soft Landing
Don’t accept the nonsense about our rosy economy due to the soft landing the Fed has engineered
Where Are the Markets Heading Long-Term?
We are dangerously close to a tipping point. We don’t need a specific catalyst, just the straw that breaks the camel's back.
How Rate Cuts Could Push Markets to Historic Extremes
The stock market is valued at roughly 200% of GDP, close to its most overvalued level ever. Clearly, financial conditions are not restrictive right now
The Ugly Truth About the US Economy
Masking broad economic inefficiencies by covering up gross imbalances and weaknesses in any system is a fool’s errand.