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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.

United statesUkraine generalUnited kingdomLuhans ka oblastSan franciscoVeracruz llaveNew zealandTaiwan straitTaiwan generalSouth koreaBlack seaOceans generalNew yorkWhite houseDistrict of columbiaT ai pei

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%.

United statesChao dengYang jieKirovskaya oblastVeracruz llaveNorth koreaSwitzerland generalUkraine generalUnited kingdomLuhans ka oblastSri lankaNew zealandSouth koreaNew yorkEast china seaJapan general

Weekly Commentary: The Acceleration Phase

Once again this week, it had all the appearances of one massive global “trade” unraveling. Click here to read about all the action for the week.

United statesBlack seaOceans generalNew yorkHong kongOdes ka oblastSan franciscoVeracruz llaveTaiwan straitTaiwan generalBelarus generalLake orovillePort royalSaint georgeWestern australiaWhite house

Weekly Commentary: Global Quagmire

The Global Bubble, several decades in the making, is in the process of bursting.

United statesCzech republicOdes ka oblastVeracruz llaveDover air force baseWestern australiaWhite houseDistrict of columbiaT ai peiXiao gangCity ofUnited kingdomNew south walesCosta ricaSaudi arabiaNorth korea

Weekly Commentary: Collision Course

Beijing prodding may have reversed much of the week’s equities market pain, though I doubt positive sentiment will return anytime soon. Click here to read a weekly update.

El salvadorSouth africaUnited statesVeracruz llaveEteläuomen läiMarch inPunggye riHamgyong namdoNorth koreaKohgiluyeh va buyera madUkraine generalBruxelles capitaleCity ofUnited kingdomLake meadCzech republic

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