Paddy Hirsch of MarketPlace takes to his whiteboard to explain. It’s like Jake, who bought too much house!
The root of Italy’s problems from Marketplace on Vimeo.
Paddy Hirsch of MarketPlace takes to his whiteboard to explain. It’s like Jake, who bought too much house!
The root of Italy’s problems from Marketplace on Vimeo.
The traditional supply response to higher energy prices has been weaker during this energy cycle, with US energy companies focusing on capital discipline and financial health.
John Coumarianos’ chart of the day at Institutional Imperative.
No matter how clearly Chairman Powell signals the Federal Reserve’s (Fed) plans to bring inflation back to target, investors continue to obsess about how soon and how many times the Fed will cut rates this year. In fact, investors have been so preoccupied with Fed policy that they missed the economy sticking the soft landing
As volatility rose, we positioned our portfolio more defensively.