Article Date | Article Title |
Sep 22, 2023 | BWR Pol Rpt: Striking Auto Workers, Trump UAW Address, Biden`s Capacity |
Sep 21, 2023 | Powell`s Long Pause Begins & Long Bond Yields Rise? |
Sep 07, 2023 | 4.5% UST 10YR Yield Scenario With Outlooks on Yen, Yuan & Oil |
Aug 31, 2023 | August Macro Review: In Focus - 4 Against Ukraine War & Biden, The Case for Long Bonds, Yen-Yuan Matters |
Aug 24, 2023 | First GOP Debate Twofer: Trump Calmly Defiant, Vivek Soars, DeSantis Drops |
Aug 05, 2023 | BWR Pol Rpt: GOP Debates, Trump Trial Dates, Biden-Harris Playbook |
Jul 31, 2023 | July Macro Review: In Focus - Resilience of US Economy & the Biden Bull Market, Bullard’s Exit, France’s Riots |
Jul 30, 2023 | Unpacking the Resilience of the US Economy & the Biden Bull Market |
Jul 20, 2023 | Bullish as We Approach the Fed’s Last Hike of 2023 |
Jul 13, 2023 | Sub-3% CPI & Bullard’s Exit |
Jul 06, 2023 | Rate Expectations, Unemployment, & the Pain Trade in Treasury Yields |
Jun 28, 2023 | June Macro Review: In Focus - Biden’s Bull Market, Seven Allies of the Fed, Spain’s Elections |
Jun 23, 2023 | BWR Pol Rpt: Summer Fireworks on Affirmative Action, Biden, Trump, RFK Jr., Newsom, and DeSantis |
Jun 20, 2023 | Biden’s Bull Market on Eve of Powell’s Capitol Hill Testimony |
Jun 09, 2023 | The Sullivan Doctrine: A Different Brand of US Diplomacy? |
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 |
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