Is Inflation Actually Slowing in the U.S. Now?
The U.S. Consumer Price Index report for January showed that inflation cooled off only slightly — less than most economists’ expectations. Andreas Steno Larsen dives deeper into the numbers to find ou...
4 Mars 202327min
How High Will Rates Fly?
Federal Reserve officials this week warned of more upcoming interest rate hikes in light of recent U.S. economic data. Maggie Lake is joined by Dominique Dwor-Frecaut, senior macro strategist at Macro...
3 Mars 202332min
If Cash Is King, Are Stocks Trash?
U.S. equities were relatively unchanged, but apparently they missed the message from the bond market. Across the board, U.S. Treasury yields are now over 4%, with a confluence of economic data in the ...
2 Mars 202339min
Time To Tune In To Heavy Metals?
Industrial metals bounced after strong economic data out of China, while U.S. equities logged another red day to start the month of March. Maggie Lake is joined by Michele “Mish” Schneider, the Direct...
2 Mars 202338min
Does This Oil Bounce Back Have Legs?
U.S. Treasury yields added to their monthly gains and equities chopped along as investors weighed the consequence of tighter monetary policy for longer. Meanwhile, oil rallied 2% on more bullish news ...
28 Feb 202334min
What Are Global Money Flows Telling Us?
Tech stocks are leading U.S. equities higher as bond yields pull back — but not until after the 2-Year Treasury note hit its the highest level since January 2007. Maggie Lake is joined by Geo Chen, di...
27 Feb 202337min
Mark Ritchie on the Theology Behind His Trading
The legendary investor Mark Ritchie walks us through his life, from his early years growing up in Afghanistan to the Chicago Board of Trade to meeting his future wife, and how it all ties into his tra...
26 Feb 202340min
Why Energy Is Underperforming
The energy sector has been the weakest performer in the U.S. equity market over the past month, despite China ending its zero-covid policy. So, what’s going on with everyone’s favorite sector of 2022?...
25 Feb 202325min
