Weekly Market Compass

Investors are confused. Since early June US bond yields have gyrated like a drunken sailor, first soaring, then collapsing, and then surging

‘Recession now’ may not be what investors were hoping to hear, but it is probably preferable to the alternative of recession later.

Unless we take action to restore justice, our children will grow up in injustice. Now is the time to act.

QE is ending and QT is starting — is it time to prepare for temper tantrums?

The Fed is ready to wield the hammer of monetary policy on the nail of inflation – thumbs are going to get bruised.

Has an ‘all clear’ has been issued in the form of ‘peak inflation’, paving the way for investors to return with gusto into global

Economists are not forecasting a recession, but their forecasting record is not particularly good.

Another week, another dismal set of returns. For stock and bond investors, 2022 is off to a terrible start. Now stresses are beginning to emerge in credit fixed income markets. Large Chinese real estate developers are teetering on the edge of default and US...

For the first time in nearly twenty years, monetary and fiscal policy divergence is emerging worldwide.

Upcoming Fed communication may determine if we are heading into an avoidable recession and a crash on Wall Street.

Thoughts on the political divide in the US and a career at the intersection of economics and investing.

Investors should hope for falling corporate profits, as the alternative will lead to more pain.

Our species is facing an existential threat and all major players need to be held accountable to doing the right thing. The SEC’s new