The Great Game – Wang Yi and his Wish.com Weapons
What on Earth is China up to? We hear reports of them selling weapons to Russia and now top diplomat Wang Yi is touring Europe with a peace plan. Does he bring Wish.com weapons with him? Here’s our analysis! To read the full article, sign up for a 14-day FREE...
5 things we watch: Higher(er) for longer(er), the consumer, core price pressures, energy prices and cyclicals
If this truly is a rebound in activity with consumption back in the service sector, then there is no reason to sell equities. This is the big schism currently. Why sell both fixed income and equities if the economy is doing better? Current market trends are not...
Steno Signals #36 – Why 50% of the current rebound is manufactured in a spreadsheet
We experience seasonal adjustments to an extent NEVER seen in time series history for CPI, Retail Sales and ISM numbers in January. Are we amidst a spreadsheet rebound or an actual economic rebound? We lean towards the former. Here is why… To read the full article,...
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