Bear Markets Make for Great Headlines In the last week, the S&P 500 rallied another 1.5% and crypto stayed largely flat. With investors doing seemingly everything in their power to put a positive spin on global news, markets are maintaining surprising resilience in the face of…
A Macro Picture Beginning to Take Shape Another strong week in the markets leads to US equities rallying for the second week in a row. The rally in…
On inflation prints around the world and the true cost of dollar hegemony
June's CPI data and a market clinging to optimism
A relatively calm start to H2 2022, but is it the calm before the storm?
It's probably going to get worse before it gets better.
A Tumultuous Week
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