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Weekly Commentary: Pondering Modern-Day Runs

Surging consumer inflation may have been the catalyst, but the unfolding crisis has been decades in the making. Click here to read more.

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Madrid
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Weekly Commentary: Hurricane Peerless

The week arguably offered some clarity on key facets of today's murky financial, economic and policy backdrops.

Australia
Taiwan
United-states
Shanghai
China
Donbas
Ukraine-general
Ukraine
United-kingdom
Brazil
Beijing
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Weekly Commentary: Inflation Acquiescence

CPI surged to over 8% YoY and has been above the Fed's 2% target now for 15 months - yet the target policy rate is today at only 0.75% to 1.0%.

Russia
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China
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Heilongjiang
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Shanghai
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Yang-jie
Yunnan
Madrid

Weekly Commentary: More On The New Cycle

Thesis is one of secular change - extraordinary multi-decade Bubble period transitioning (in a highly destabilizing manner) to most uncertain New Cycle. Historical perspective is crucial.

New-york
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Norway
Australia
Japan
Shanghai
China
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South-africa

Clearing the Barr at Senate Banking

The tone at the hearing was markedly less confrontational than President Joe Biden's previous nominee faced from the Banking Committee.

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Japan
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