Article Date | Article Title |
Jun 05, 2023 | Mixed Data Signals, But “Skip” Outlook Unchanged |
May 31, 2023 | May Macro Review: Low Intensity Hawkishness, Debt Ceiling Deal, Turkey & Germany |
May 25, 2023 | BWR Pol Rpt: Debt Ceiling Drama & DeSantis |
May 19, 2023 | Powell Inadvertently Pumps Pause |
May 11, 2023 | Slowcession Market & Low Intensity Hawkishness |
May 04, 2023 | Rate Cuts to Follow Death of Regional Banks? |
Apr 29, 2023 | April Macro Review - In Focus: Beige Book Gloom, Bullard’s Sanguine Scenario, Japan & Germany |
Apr 27, 2023 | Sideways With a Fed Slowcession |
Apr 24, 2023 | Carlson`s Exit at FoxNews |
Apr 20, 2023 | BWR Pol Rpt: Gold; De-Dollarization; Trump & Ukraine; Discord Leaks; GOP Hopefuls; Biden & RFK Jr |
Apr 19, 2023 | Sectors & Commodities Amid Open Mouth Hawkishness & Beige Book Gloom |
Apr 07, 2023 | BWR Pol Rpt: Social Fissures; Elections Watch; Trump Indictment; MTG; Biden`s Corporatism, Debt Negotiations; TikTok Comes to DC |
Apr 05, 2023 | Treasury Market Unconvinced by Fed Hawks |
Apr 03, 2023 | This Week’s Indicators of Slowdown |
Mar 28, 2023 | March Macro Review - In Focus: Until Something Breaks, Let’s Watch How Credit Tightening Plays Out |
Mar 22, 2023 | Fed Brief: Let`s Watch How Credit Tightening Plays Out |
Mar 13, 2023 | Until Something Breaks |
Mar 09, 2023 | What`s the Trouble With Regional Banks? |
Mar 07, 2023 | FedWatch: Powell`s Senate Testimony, More Than Just a Bumpy Ride |
Mar 03, 2023 | BWR Pol Rpt: Presidential Race Already Underway as Domestic Issues Return |
Mar 01, 2023 | 10-Year Treasury of 6+%? |
Feb 15, 2023 | Higher Yields & the Fed’s Slow Reveal |
Feb 08, 2023 | Biden’s Effective SOTU Contrasts With Huckabee Sanders’ Culture War |
Feb 04, 2023 | BWR Political Report: Biden Coming in Hot for Feb. 7 SOTU |
Feb 02, 2023 | Are Hard Landings Softer With a Floating Dollar? |
Feb 01, 2023 | Fed Brief: Early Stages of Disinflation, Waiting for Labor to Drop |
Jan 28, 2023 | Jan. Macro Review - In Focus: 2023 Outlook, Moderate Hawkishness & Risk, Ukraine |
Jan 23, 2023 | Ukraine, Waller & Pause, Gold, Japan |
Jan 19, 2023 | Decelerating Rate Hike Campaign for Decelerating Economy |
Jan 11, 2023 | Fed Credibility & Fed Futures |
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