04/12/2022

The Bond Reset is here. Now What?

Judging by the hawkish commentary from the Fed officials throughout the week, it is evident that the Fed wants the market to know that rates will have to go up aggressively in terms of the both magnitude and speed.

04/07/2022

Coordinated demand destruction

This is not to say that we do not have a very real problem with inflation and its very real effect on consumer disposable income and living standards, but everything must be put into context.

04/06/2022

Coordinated Demand Destruction

This is not to say that we do not have a very real problem with inflation and its very real effect on consumer disposable income and living standards, but everything must be put into context.