Daily Briefing and from the Vault

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?

The war in Eastern Europe has led to a meaningful…

When the Promise of a Quarter-Point Rate Hike Is Good News

A Russian military convoy continues to bear down on Kyiv,…

“We Cannot Say How the Conflict Will End in the Short Term”

Bond yields retreated and U.S. equity indexes swung from red…

Volatility Reigns as Sanctions Regime Takes Shape

U.S. equity indexes soared on Friday, with the Dow Jones…

How Will War in Eastern Europe Impact the Battle Against Inflation?

Russia’s invasion of Ukraine has shocked global financial markets, highlighted…

Russia’s Invasion of Ukraine Shocks Global Markets

Investors face a dilemma of seemingly mythological proportions, stuck between…

Investors and Markets Are Stuck Between Two Monsters

The crisis in Eastern Europe has escalated to new levels,…

What Are Markets Telling Us About Russia’s Invasion of Ukraine?

Christian Alexander of Macro Link is one of the best-connected…

How Will Hedge Funds Adjust to Tighter Monetary Policy?

“GOLD.” That’s it; that’s the tweet Jared Dillian has published…

There Is No Gold But Gold

As detailed in the just-released minutes of the January meeting…

Is There Light at the End of the Inflation Tunnel?

The Producer Price Index, a measure of wholesale prices and…

Investors Shrug Off the PPI as Ukraine Tensions Ease

Equity indexes faded into the close today, as investors continue…

No Love Lost This Valentine’s Day as Markets Brace for War

The University of Michigan Consumer Sentiment Index for February read…

Will the Fed Be Forced To Make a Move Before March?