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Posted on Aug. 14, 2022, 4:36 p.m.

Markets Move with Macro Expectations and Expectations Change | Top Things to Watch this Week

<h2><strong>Markets Move with Macro Expectations and Expectations Change</strong></h2> <p>&quot;At the stock exchange, 2x2 is never 4, but 5 minus ...

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Fed Inflation Fed Balance Sheet Money Flows Investor Sentiment Credit Card Delinquencies

Posted on July 24, 2022, 4:52 p.m.

The Withdrawal of Liquidity | Top Things to Watch this Week

<h2><strong>The Withdrawal of Liquidity</strong></h2> <p>&quot;Knowing yourself is the beginning of all wisdom.&quot; - Aristotle</p> <h3><stron...

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Chinese Yuan High Yield Japanese Yen Fed Balance Sheet Yield Curve Bond Volatility Korean Won

Posted on June 19, 2022, 4:47 p.m.

Global Central Banks At The Crossroads | Top Things to Watch this Week

<h2><strong>Global Central Banks At The Crossroads</strong></h2> <p>&quot;I&#39;ve made a lot of money over the years looking at things real simple...

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Central Banks Economy Credit Markets Money Supply Shipping Rates Fed Balance Sheet

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