Article Date | Article Title |
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 |
Jun 12, 2024 | Bullish CPI Before the Main Event |
Jun 11, 2024 | Tomorrow’s CPI, Treasury Volatility & FOMC |
Jun 04, 2024 | Softening Labor & Unenjoyment Friday |
May 29, 2024 | More Flation Across the West Driving Yields Higher |
May 03, 2024 | The Next Phase of Slowdown? |
May 01, 2024 | FedWatch: Not Satisfied With Inflation, Focusing on Max Employment Goal |
Apr 25, 2024 | Core PCE Price Index Catapults 10-Year Yield Higher |
Apr 23, 2024 | Relief, Quiet Time, and PCE |
Apr 19, 2024 | Speaker Johnson`s Ukraine Gambit |
Apr 15, 2024 | Betting on More Biden Foreign Policy Chaos |
Apr 10, 2024 | CPI & Bond Market Rout |
Apr 08, 2024 | Geopolitics, Jobs & Oil at $100/bbl |
Apr 01, 2024 | Monthly Macro Review & Forecasts: Sideways Market, Ever-Vigilant Fed, Japan Exits NIRP |
Mar 30, 2024 | BWR Political Report: Donor Class vs Trump, Senate Developments, Biden’s Netanyahu Problem |
Mar 27, 2024 | Ready for a Sideways Market? |
Mar 20, 2024 | FedWatch: Powell’s “Careful” Pause Sparks Weak-Dollar Rally |
Mar 13, 2024 | Higher Than Expected CPI, High Gold, High Alert for a Cooling Labor Market |
Mar 08, 2024 | Biden’s SOTU Campaign Reset: Foreign Policy, Immigration, Economics |
Mar 06, 2024 | Trump or Bust for the GOP |
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