Article Date | Article Title |
Oct 04, 2024 | Seasonal Noise Unlikely to Derail Fed Easing |
Oct 03, 2024 | Biden`s Foreign Policy, Netanyahu and Iran`s Oil |
Oct 02, 2024 | Walz vs. Vance: A Clash of Unequals |
Sep 23, 2024 | Sep. 2024 BWR Macro Review & Forecasts: Gold, Geopolitics, and Dollar Decline; Unintended Rate Cut Risks; Japan`s PM Race |
Sep 18, 2024 | Fed Ease as Powell’s Commitment to "Not Fall Behind" Disappoints |
Sep 16, 2024 | 50BPS or More?; Another ActBlue Shooter; Other Global Macro Dates |
Sep 12, 2024 | Gold, Geopolitics, Sinking Dollar Demand? |
Sep 11, 2024 | Harris Exceeds Expectations, Trump Fumes at Debate |
Sep 08, 2024 | Market Signals as the Fed Allows Contraction |
Sep 03, 2024 | BWR Pol Report: Post-Labor Day Realities of 2024 Elections |
Aug 30, 2024 | Cooler PCE, Cooler Growth, and Market Strains |
Aug 24, 2024 | BWR Pol Report: Democratic Convention Post-Mortem & RFK JR |
Aug 22, 2024 | Aug. 2024 BWR Macro Review & Forecasts: Global Equity Volatility & Reluctant Fed Dovishness |
Aug 22, 2024 | BLS Revision & Fed Technocrats |
Aug 20, 2024 | Last Chance to Buy Bonds? |
Aug 10, 2024 | Factors on the Margin: Negative Data, Consumer Concerns, Yen/Carry, Reluctant Dovishness, Geopolitics & Dashboard Signals |
Aug 05, 2024 | Big Boy Panic Amid a Leaderless Unipower |
Aug 02, 2024 | The R Word & September 18th: Scoping the Downside |
Jul 31, 2024 | FOMC Confidence & Financial Easing; Trump’s Pitch to Blacks on Rates; Israeli Strikes |
Jul 26, 2024 | Obamas Now Back Kamala & FOMC Next Week |
Jul 22, 2024 | Brief: Implications of the "Great Reset" of the Democratic Presidential Underway |
Jul 21, 2024 | Brief: Biden Passes the Torch & Open Convention Prospects |
Jul 20, 2024 | Trump-Vance: Review of the Republican National Convention |
Jul 14, 2024 | Attempted Assassination of Trump & Revolution |
Jul 11, 2024 | Easing Financial Conditions, Rising Gold & Political Uncertainty |
Jul 06, 2024 | Nominal Market Rally & a Caretaker President Harris Scenario |
Jul 01, 2024 | Rising Trifecta Odds, Oil & 10Yr Hawkishness |
Jun 26, 2024 | BWR Pol Report: Debate Runup; Tariff Strategy; SCOTUS Decisions; Lawfare Blowback, Inflation, Polls & More |
Jun 24, 2024 | Thursday’s Biden-Trump Slugfest & Friday’s PCE |
Jun 13, 2024 | Fed Complacency & Data Dependent Dovishness |
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