Sitemap - 2022 - The GRYNING Times
"I don't want to over tighten." - Powell
Inflation & Fed Rates - a doozy of a week.
China - the exporter of deflation - opening up.
Is the 10yr signaling an over-restrictive Fed?
Market Musings | Nov'22 Update
Will the Fed will be forced to take its foot off of the brakes?
Oil & Jobs factor into lower Inflation
What has Jerome Powell (Fed Chair) told us, explicitly, about jobs?
Giving Thanks for What is Offered
Monetary & Fiscal Dominoes at the ready.
A dissenting voice from the Fed.
Russia/NATO: Has the figurative line been crossed?
Student Debt Cancellation - Struck Down - and Inflation.
The tide has gone out; Tech companies, SPACs, Cryptos
Falling dollar, rising gold & crypto blow up.
A power shift in Congress and dollar's decline.
Part China, Part Midterms, Bulls Abound
Can the midterm's prevent another Uncle Point?
Rates rising slower, but higher.
Intervention induced stability.
Will Value to Continue lead Style Factors?
Republicans Sweep: House & Senate
Split Congress & Seasonality - both Bullish.
3 Uncle Points followed by a Commodities Cycle?
Should this Inflation be Unwelcome by Policymakers?
Inflation Manipulated Down. Activity?
Underestimating Risk or Underestimating Intervention
Inflation measures: Unemployment & Wages.
Central Bank Coordination is Bullish
The Month What Was | September
The Crushing of Inflation Expectations
Recent Guidance a Step Too Far?
Forward Guidance & Demand Destruction
Fed's Quarterly Economic Projections!
Central Bank's Lacking Firepower
A Look Ahead: Fed & Nov Elections
Bond & Yields . . . US, ECB & BOJ
Inflation Suprise, Positions Unwound.
Controlling Inflation or Inducing Deflation
ECB Preview & the Role of Energy
A Sovereign Debt Crisis (pending) in Europe...
Interest Rate Hike Cycle at an End?
Jobs Report Preview; "Bad News is Good News".
Did August form an Inflation Top?
The Tough Talk of Central Bankers
Central Bank Digitial Currency in Q2-23.
Negative Earnings Without Energy
Hawkish Powell...I dont think so.
More Fuel on the Inflation Fire
Jackson Hole & Quantitive Tightening?
FOMC Minutes - High Inflation & Hyper Growth
Hotel California Guests - QE & Low Rates
The Significance of Wednesday (27/07/22).
Pelosi...will she Deter or Provoke?
Will Growth Outpace Inflation?
H2 Bullish Catalyst… …Tomorrow?
FED 750bp Under, ECB 860bp Under.
Which Sectors are Under Valued?
Financials Delivered. Energy...
Banks (Financials): Healthy & Cheap
Big Four Banks - In Good Shape.
Primer: Inflation Data Tomorrow
The Fed's thinking on Wage Growth
A primer to today's Job's Report
Still a liquidity-fueled strong economy?
H2 2022 - Can it be about Recovery?
G7 to NATO - more fiscal spending?
BOJ-devlauing the worlds worst debt burden.
BOJ - the finance shock absorber.
Fed - all about the Tightening...
Fed's MO: Tough (but empty) Talk
ECB & global sovereign debt default contagion.
Zombie Economies keeping Rates Down?
High Oil & Stocks on the Bounce
"Better align demand with supply"...
Higher Prices, not Higher Value
Playing the "forward guidance" game...
Terra, Tether & the Vulnerability to Runs.
Gold, Bitcoin and the tide going out.
You can check out, but you can never leave...
Waiting on BOJ for Price Stability
Higher Wages = Inflationary Pain = Build Back Better
Down Market on 80% Earning's Beat
Central Bank Coordination - Yen Devaluation
Rising Dollar Intensifying Inflation
Strains in the Market & $TSLA $TWTR
Polarity: West tightening, China easing.
Interest Rates are a Market Mechanism
$JPM - healthy activity, same playbook.
Managing "inflation expectations."
+1% Interest Rate = +1.25% Fiscal Deficit
Fed: Reversing the Balance Sheet
Wage Growth - Inflation - Wage Growth
The race to Double Digit Inflation
Political Appetite: Lockdowns > War
Oil Rationing ... potentially, maybe...
Yield Curve Reversal...pending
Is China the catalyst to Buy the Fact?
Sold the Rumour, are we Buying the Fact?
Unanchoring of Inflation Expectations
Is there a Food Crisis coming?
Oil on a tear, Fed to not Surprise.
"Never let a crisis go to waste"
Illiquidity - swings become exaggerated
Market Rates vs Interest Rates
Risk Aversion: $GOLD $BTC $WTI & $US10Y
$FB - Growth play at low Valuation
Central Bank Agression - not anytime soon
Volatility, Cash and it's future location.
Redemptions & Forced Liquidations
This was expect...This is good
$BTC - where are the Shock Absorbers?
Post-Financial crisis is not an analog for Post-Pandemic.
Putin and the Useful Idiots of Europe