
So When Comes the Powell Pivot?
It appears that inflation finally eased last month, as the rate of underlying price increases excluding energy and food slowed from a 40-year high. And U.S. stocks are staging their biggest rally sinc...
10 Nov 202243min

The US Dollar: Where It All Begins
“We live in a world where the price of every key asset in the world is in U.S. dollars,” notes Darius Dale at the top of a recent tweet-thread explaining specifically what’s happening with crippled cr...
9 Nov 202242min

Let’s Talk Election Day Price Action
U.S. equity indexes surged early on Election Day but sagged heading into the last two hours of trading, rising perhaps in anticipation of a market-friendly divided government in Washington D.C. Gold r...
8 Nov 202234min

Around the World in 30 Minutes
U.S. equity indexes held modest gains at midday Monday, as investors prepare for midterm elections with particularly global potential consequences. Andreas Sten Larsen goes around the world with Jacob...
7 Nov 202243min

The Next Big Trade - Luke Gromen on Why It's Best to "Be Long Energy" Right Now
Luke Gromen, the founder and president of Forest for the Trees, is a highly respected voice in the global macroeconomic research community. Luke joins Harry Melandri to explain why he’s long energy. H...
6 Nov 202254min

My Life in 4 Trades - Why Crypto's Ferocious Free Market Is Good for Investors
Chris Sullivan, a portfolio manager of Hyperion Decimus, transitioned from traditional finance to crypto – and he says it’s the best move of his career. A lot of that has to do with crypto’s freek-mar...
5 Nov 202246min

The Labor Market Is Still Intact
U.S. stocks opened higher but drifted lower through the trading day, digesting an October nonfarm payrolls report that showed a still-strong labor market in the aftermath of Federal Reserve Chair Jero...
4 Nov 202237min

Easy Money Has Hard Consequences
Yesterday, the Federal Reserve announced a fourth consecutive 75-basis-point rate hike, and Chair Jerome Powell aggressively pushed back against any thoughts of a “pivot.” Today, the Bank of England f...
3 Nov 202233min





















