by oaktree | Feb 6, 2023 | Market Acorns
BY TYLER DURDEN … MONDAY, FEB 06, 2023 – 06:39 AM … After a rollercoaster week which saw a nonstop torrent of news, central bank announcements, earnings and market gyrations, DB’s Jim Reid reminds us that the week after payrolls is –...
by oaktree | Jan 23, 2023 | Market Acorns
BY TYLER DURDEN MONDAY, JAN 23, 2023 – 06:11 AM As markets brace for next week’s FOMC meeting and the relative peace of the preceding Fed blackout, we’ll get the latest health check on global growth momentum this week amid releases of Q4 US GDP...
by oaktree | Jan 7, 2023 | Market Acorns
Art Cashin, Head of Floor Operations at UBS: We think that the unnoticed part of the Fed action, that is the quantitative tightening, may be kicking into high gear, the money supply growth is falling off a cliff, and if anything else, it’s almost as though...
by oaktree | Dec 29, 2022 | Market Acorns
BY TYLER DURDEN … THURSDAY, DEC 29, 2022 – 09:20 AM … One year ago in keeping with its annual tradition, Goldman’s economics team published a list of 10 questions and answers for 2022 and while the end results was a mixed bag (professional subs...
by oaktree | Dec 12, 2022 | Market Acorns
BY TYLER DURDEN … MONDAY, DEC 12, 2022 – 06:55 AM … In keeping with the holiday spirit, and while previewing the main events of the week, the last full trading week of 2022, DB’s Jim Reid writes that if he were to return to the spirit of...