What's the Bond Market Telling Us?
It’s clearly not a good thing that the Commerce Department reported a second consecutive quarter
When Will the Fed Figure Out Inflation?
The Federal Open Market Committee delivered exactly as expected Wednesday afternoon, announcing a
Global Growth Engines Are Stalling
The International Monetary Fund cut its global growth projections for 2022 and 2023, describing t
And These Small-Caps Shall Lead Us Out of This Bear Market
The major U.S. equity indexes were mixed as of midday Monday, as investors anticipate another int
Buy Bonds and the "Exponential Age"
Deteriorating PMI data in the U.S. as well as Europe ahead of what the market expects will be a 7
Are We Fated to Stagflation?
The European Central Bank announced an expectations-beating half-point interest-rate hike today,
If Not Now, When Will Inflation Peak?
The Office of National Statistics reported Wednesday that inflation in the U.K. hit a new 40-year
A Tale of a Textbook Turnaround Setup
In his most recent newsletter, Tony Greer of TG Macro wrote, “The setup for oil bulls on this gor
Now Comes the Global Energy Crisis
Goldman Sachs and Bank of America posted solid headline-level earnings this morning, both benefit
Let's Do Some Inflation Math
Jared Dillian tweeted it out: “It would take 8 months of 0.0% CPI readings to get CPI back to 5%.
Get Ready for More (Shadow and Traditional) Bank Failures
The producer price index was up 11.3% year over year in June, the seventh consecutive double-digi
How Will Stocks Respond to Lower Earnings?
Registering yet another 40-year high, the consumer price index for June came in at 9.1% and solid
From Euro-Dollar Parity to a Global Energy Crisis
We’ve yet to see the hard domestic economic data sufficient to support the case that the Federal
Has the Fed Already Gone Too Far?
Markets meandered during a mixed Monday session, as investors bide their time ahead of Wednesday’
Raoul Pal's Take on the World
It was already going to be a significant Jobs Friday before the West awoke to news of the assassi
AlphaWeek’s Upcoming Events
Editor’s Choice
- Hedge Funds / May 07, 2024
- Hedge Funds / Apr 15, 2024
- Private Equity / Apr 15, 2024
AlphaWeek Alert
Most Popular
