What's the Message From Recent Price Action? LIVE From San Diego
Today marks 40 days since Russia invaded Ukraine. U.S. equity indexes hold solid gains as we near
How Fragile Is the Global Funding System?
Inflation is at four-decade highs in the U.S., and supply constraints caused by the war in Easter
Is Recession the Only Answer to Inflation?
As Jared Dillian puts it, when the prices of things we need are going higher and the prices of th
Is the Market Pricing In Peace?
Although no formal agreements have been reached, Moscow has said it will redeploy troops and redu
What's Wrong With the Yen, and Why Is It Important?
The Japanese yen, long a safe haven, is not reacting to crisis this time around the way it has in
Will Crude Oil Constraints Continue To Drive Inflation?
President Joe Biden announced a plan to release from the U.S. Strategic Petroleum Reserve 1 milli
Markets Have Their Own March Madness
The Federal Reserve was already staring down an inflation problem well before Russian President V
A Hawkish Fed Eyes Inflation (and Not Much Else)
In another sign energy is now a second front in the Eastern European war, President Vladimir Puti
The Fed's Hawkish Tone Hits the Bond Market Hard
Federal Reserve Chair Jerome Powell said on Monday, “Inflation is much too high,” noting that the
As Gas Spirals, Can Europe Divorce Russia?
We’re nearly one month into Russia’s war against Ukraine. Officials from Moscow and Kyiv have met
Do You Believe the Stock Market or the Bond Market?
St. Louis Federal Reserve President Jim Bullard was the only member of the Federal Open Market Co
A Hawkish Fed Moves Against Inflation
The Federal Reserve’s monetary tightening cycle is underway, with yesterday’s 25-basis-point incr
Are We at the Point Where Central Bankers Can Do No Right?
The Federal Open Market Committee (FOMC) made it official this afternoon, raising the fed funds t
Will Commodity Prices Drive Inflation Even Higher?
It’s safe to say the macro environment is unsettled right now, to an extent not seen in decades,
Will We Sacrifice Growth on the Altar of Inflation?
Sellers took control of the major U.S. equity indexes after lunchtime Monday and bond yields cont