The Great Yield Squeeze
The Federal Reserve just blinked. Jerome Powell stood at the podium today and delivered the news everyone expected but few…
Silicon Valley escapes the gravity of high interest rates
The tape is screamingInvestors are ignoring the bond market’s warning. While the Federal Reserve held interest rates steady today at…
The Micron Peak and the High Bandwidth Memory Bubble
The party is over.Micron Technology hit $400 this morning. It is a number that defies gravity and historical memory cycles.…
The Silicon Ceasefire Begins in Beijing
The gate is openThe embargo cracked today. Washington blinked. After eighteen months of algorithmic starvation, China’s big three are finally…
The Seven Thousand Barrier and the Industrial Ghost in the Machine
The Index Broke Seven ThousandThe ticker hit the mark at 10:24 AM Eastern. Wall Street did not erupt in a…
Accra breaks the high interest rate cycle
The Bank of Ghana just blinked. It is a calculated move. After years of suffocating under the weight of some…
Whiskey Markets Defy High Interest Rate Gravity
The hammer fell with a heavy thudIt was loud. It was expensive. Forbes just released the definitive list of the…
Hong Kong Property Escapes the Decade of Stagnation
The end of the synchronized slumpThe silence in Central is breaking. Capital is moving. For the first time in nearly…
Goldman Sachs Bets on a Frictionless Global Recovery
The Rearview Mirror FallacyJan Hatzius is selling a dream of frictionless growth. Speaking at the Goldman Sachs Global Macro Conference…
Trade War Brinkmanship and the Bond Market Reversal
The Transatlantic Yield SpikeThe yields lied. They screamed of a trade war that vanished overnight. On January 27, the bond…