Blog: Welcome to the "Pavlov's Dog" Market
Markets are conditioned to buy the rate cut, but is that a good idea?
Topic
Tariffs
A collection of 24 issues
Blog: Stock and Bond Markets send Conflicting Signals
But for stocks it's likely a short-term reprieve.
Blog: The Action/Reaction Myth and Markets
The waiting is the hardest part. -Tom Petty
Blog: Uncertainty + Tariffs = Stagflation?
Inflation or employment. Which path will the Fed take?
Blog: AI Bubble - Are we there yet?
Bubble conditions are here. But risk sentiment is positive.
Blog: Inflation's Rashomon Effect
Tariff inflation is in the eye of the beholder.
Blog: Complacency, Acquiescence and Low Uncertainty
Low risk may not mean low uncertainty.
Blog: Are Bonds the Dog that didn't bark?
The Bond market's lack of reaction to the new Middle East Crisis tells us something.
Blog: The Yield Curve Signals More Uncertainty
Bond yields and Macro expectations.
Blog: Transitory Inflation, Permanent Rise in Price
The meaning behind words/jargon matter.