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Minutes to the Federal Open Market Committee’s March meeting reveal…

Faster Balance Sheet Runoff, Steep Rate Hikes Have Markets Spooked – LIVE from San Diego

With the minutes of the Federal Open Market Committee’s March…

Fed Voices Get Hawkish on Inflation – LIVE from San Diego

Today marks 40 days since Russia invaded Ukraine. U.S. equity…

What’s the Message From Recent Price Action? LIVE From San Diego

President Joe Biden announced a plan to release from the…

Will Crude Oil Constraints Continue To Drive Inflation?

The Japanese yen, long a safe haven, is not reacting…

What’s Wrong With the Yen, and Why Is It Important?

Although no formal agreements have been reached, Moscow has said…

Is the Market Pricing In Peace?

As Jared Dillian puts it, when the prices of things…

Is Recession the Only Answer to Inflation?

Inflation is at four-decade highs in the U.S., and supply…

How Fragile Is the Global Funding System?

The Federal Reserve was already staring down an inflation problem…

Markets Have Their Own March Madness

In another sign energy is now a second front in…

A Hawkish Fed Eyes Inflation (and Not Much Else)

Federal Reserve Chair Jerome Powell said on Monday, “Inflation is…

The Fed’s Hawkish Tone Hits the Bond Market Hard

We’re nearly one month into Russia’s war against Ukraine. Officials…

As Gas Spirals, Can Europe Divorce Russia?

St. Louis Federal Reserve President Jim Bullard was the only…

Do You Believe the Stock Market or the Bond Market?

The Federal Reserve’s monetary tightening cycle is underway, with yesterday’s…

A Hawkish Fed Moves Against Inflation

The Federal Open Market Committee (FOMC) made it official this…

Are We at the Point Where Central Bankers Can Do No Right?

It’s safe to say the macro environment is unsettled right…

Will Commodity Prices Drive Inflation Even Higher?

Sellers took control of the major U.S. equity indexes after…

Will We Sacrifice Growth on the Altar of Inflation?

Making a long-awaited return to the Daily Briefing, Real Vision…

The Crisis of Inflation, the Cataclysm of War, and Where We Go From Here

The U.S. Department of Labor reported this morning that the…

Volatility Defines Markets Right Now

Global equity markets surged Wednesday on reports Ukraine is open…

Will the U.S. Get a Digital Dollar?

U.S. equity indexes rallied early Tuesday, even as spiraling commodity…

Will Choking Off Russian Energy Sales Change the Course of the War?

Re-pricing in the aftermath of Russia’s invasion of Ukraine remains…

Bill Browder on What’s Next for Russia

Volatility remains the dominant theme for financial markets, as prices…

Energy, Food, and War in Eastern Europe

U.S. equity markets were mixed with just over two hours…

Will Russia’s Invasion of Ukraine Raise Inflationary Pressures?