Are bond market front-runners getting, well, run... or if Bessent failing? I think it is a worthwhile question. It would be classic for those front-running a policymaker who advertised his…
Goldilocks hangs in the balance of the Bessent, Warsh, Trump media drama We find ourselves at CPI/PPI week, just prior to FOMC week. Let the cacophonous Misdirection Olympics begin! You…
NFTRH 930 Summary A brief summary of the work done in this week’s report and in the updates and reports leading up to this point. Please read the detailed report…
For the benefit of subscribers who do not follow the in-day/week blog, * I clipped one of today's entries because it potentially has macro relevance. More to come, likely in…
Excerpted from the October 12th edition of Notes From the Rabbit Hole, NFTRH 884: [edit] A reader commented at the Substack version of this article (please subscribe, it's free) suggesting…
Stock market ready to ramp on Happy China & Powell Talk from Bessent and Trump It's a continuation of the wax-on, wax-off, wax on again way of Trump's messaging. If…