June 7, 2022 Just Follow the Path of the Credit Markets Download this article as a PDF. “Always make the audience suffer as much as possible.” — Alfred Hitchcock Alfred Hitchcock once suggested that drama is life with the dull parts cut out. Given the state of the financial markets,
May 2, 2022 The Danger of Bowing to Political Pressure Download this article as a PDF. “You are what your record says you are.” — Bill Parcells Author Michael Lewis reminds us of the consequences that can emerge when independent bodies succumb to political pressure. In his latest book, The
April Market Insights: Detonating a Tactical Financial Nuclear Weapon April 4, 2022 Sowing the Seeds of a New Financial World Order? Download this article as a PDF. “With proper tactics, nuclear war need not be as destructive as it appears.” – Dr. Henry A. Kissinger The Ukraine/Russia crisis has highlighted
March Market Insights: Peak Inflation, Saved by Inertia? March 2, 2022 Peak Inflation: Saved by Inertia? Download this article as a PDF. “Where have you gone, Joe DiMaggio?” – Simon & Garfunkel Given the continuing calls by market pundits for 50 basis point (bps) inter-meeting rate hikes — even while the
February Market Insights: Is the Federal Reserve Losing its Independence? February 1, 2022 Is the Federal Reserve Losing its Independence? Download this article as a PDF. “Grin and bear it.” – Alan Greenspan to Janet Yellen, 2016. When U.S. presidential nominee Donald Trump accused the Federal Reserve of political bias in
January 10, 2022 The Maradona & Cantillon Effects: 2022 — The Year of The Fed! Download this article as a PDF. “I am Maradona, who makes goals, who makes mistakes I can take it all, I have shoulders big enough to fight with everybody.” – Diego Maradona Often referred to as
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