Fed Addresses “Uneven” Recovery, However the Damage is Already Done

Fed to Remain Dovish: Yield Curve Control There was an interesting speech made last month by Federal Reserve governor Lael Brainard, one of the candidates to ... Read More»

The More Main Street Opens Up, The More Stock Markets Will Like It

Wall Street-correlated world stock markets remain remarkably well bid given the appalling macroeconomic data being announced. There remain two main explanations... Read More»

Coronavirus S.O.S. Volume 9: Assessing the Market Bounce

https://www.youtube.com/watch?v=QkJhVDWq3ds&t=3s In the latest episode of Coronavirus S.O.S. we examine the crosscurrents of unprecedented fiscal and mon... Read More»

Markets Have Shrugged Off Impeachment While QE Stokes “Risk On”

The markets have ignored the impeachment proceedings and now with continued balance sheet expansion and a trade deal on the horizon, will it continue to be "risk on"?... Read More»