Livestream event you should not miss.
Macro/Econ
“Financial Conditions”
The Fed will be focused on “financial conditions” to the extent that they impact the outlook for employment and prices. What does that mean? What “financial conditions” are they watching for? In the simplest terms, bonds and stocks. The bond market is a hundred trillion dollars. The stock market is thirty five trillion dollars. Problems…
Betting against a first half recession
Think you know for sure?
“Why is it even like this?”
For African Americans, the government policy decisions made toward the end of World War II – starting with the GI Bill – were basically an economic inequality super-spreader event.
Rejoice: Inflation and Omicron may be peaking at the same time
That’s what I think, at least.
Sneak Preview
Lululemon guides lower this morning because of the effects of Omicron…
Here’s what happened the last time the Fed attempted to shrink its balance sheet and hike rates simultaneously
The reality is that these bond buying programs should have been tapered this past summer
30% gains, 70 record high closes, no corrections
Unexpected things happen all the time.
War is Over
It’s all underway. And not a moment too soon.
How post-pandemic inflation ended last time
The history you should know