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Recession or No Recession in 2023? That s the Question

A big part of the answer depends on the price of oil.

As the Market Cheers the Soft Data, Let the Hedge Funds Play Their Games

As the Market Cheers the Soft Data, Let the Hedge Funds Play Their Games

The Price of a Quick China Reopening Might Just Be Too High

The inflation risk for China and the pain it could cost consumers could be too great to allow any quick moves.

When It Comes to Gas Prices, Know What Is Cyclical and What is Secular

Just months ago, we heard cries of Europe running out of fuel amid winter. Let's see where we are now and how to assess the commodity's next move.

The Market Only Cares About a Fed Pivot and Nothing More

All eyes will be on the Fed next week as to how they handle their angry tantrum-throwing toddler investors demanding even more candy..CS

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