The Economy

• 1/3/2024

  A Market Priced For Perfection Faces An Imperfect World: The Big Point

• 1/2/2024

  Iran Ratchets Up The Political Risk

• 1/2/2024

  Iran Ratchets Up The Political Risk: The Big Point

• 1/1/2024

  Red Sea Risks Are Being Mitigated, Not Eliminated

• 1/1/2024

  Red Sea Risks Are Being Mitigated, Not Eliminated: The Big Point

• 12/28/2023

  Bank Lending Disorder?

• 12/27/2023

  So, This Is What Political Risk Looks Like!

• 12/27/2023

  So, This Is What Political Risk Looks Like! (The Big Point)

• 12/24/2023

  The Consumer Has Entered Happy-Land

• 12/22/2023

  PCE Christmas Present