Is Recession Risk Growing With Rate Hikes?
Yesterday, Chair Jerome Powell reiterated that the Federal Reserve will tighten monetary policy aggressively to fight inflation, noting that a 50-basis-point hike is on the table for the May Federal O...
23 Apr 202236min
Why We Need To Watch the Japanese Yen
The U.S. dollar climbed to a fresh two-decade peak to the Japanese yen on Wednesday, this latest move catalyzed by Federal Reserve officials pushing for more aggressive interest rate hikes. Meanwhile,...
22 Apr 202237min
Are the Bank of Japan and Netflix Disasters in Progress?
Is the Bank of Japan brewing up a Netflix-blockbuster-level disaster with its dogged adherence to “yield curve control”? Is Netflix itself a blockbuster-level disaster with its declining subscriber nu...
21 Apr 202241min
U.S. Stocks Rally on Strong Start to Earnings Season
The major U.S. equity indexes were all up more than 1% late in Monday’s regular trading session, with the tech-heavy Nasdaq Composite leading the way with a 1.85% gain. Stocks today seem to reflect a ...
20 Apr 202239min
Why You Need To Know About the High-Yield Bond Market
“The Fed has been in the business of suppressing volatility in financial assets for most of the post-Global Financial Crisis period,” notes Bill Zox, “but they are out of that business now.” According...
19 Apr 202237min
Why Did Markets Rally After a Fed Rate Hike?
Why did global equities stage their biggest rally since November 2020 upon the official launch of a monetary tightening cycle at the March 2022 meeting of the Federal Open Market Committee? Why was th...
17 Apr 202242min
Hugh Hendry’s Extraordinary Journey
Award-winning hedge fund manager and market commentator, Hugh Hendry, joins Maggie to break down his fascinating career, what he learned from 17th century rice traders, and more. Learn more about you...
16 Apr 202248min
Is It Time to Talk About Hyperinflation?
The average 30-year mortgage rate in the U.S. surged past 5% for the first time since 2011 this week, up from 4.72% last week, as the market continues to price in an aggressive monetary tightening cyc...
15 Apr 202236min
