Tag: macro

Change Happens Fast

NFP missed this morning and futures initially seemed positive on the news. Why? Because it gives excuses for the Fed to slow down their 2019 rate hike schedule. Still running negative real […]


Bull Market Requiem

A bull market requiem: Following the financial crisis the world needed coordinated structural solutions (and those would be hard requiring tough choices). Instead what the world got was coordinated central bank intervention […]

Quick Takes

Today’s Quick Takes: Once-Hot Apartment Construction Cooling as U.S. Housing Engine Artificial intelligence and the stability of markets QT: The long standing trend of computerized program trading may indeed squash volatility forever. AI […]