We were looking for higher volatility in last week's piece and got it all in one serving. Risk/reward is tricky across asset classes now. This week we have a look at what might be next.
BY ERIC FILL
After the bull market in everything we have had the plunge. Now what?
Oh My! Trump Tariffs, State of the Union, ISM Services Data
BY TEMATICA
What will Fed Chair Powell say on Friday?
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January 18: This Week’s Thematic Reads
BY TEMATICA
If you missed out on this week's signals, we've got you covered
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Thoughts From The Divide: The Undead
BY JON WEBB
“Why is it people got so incensed about the reason why inflation might be happening?” Happy Halloween! Tis the season for ghouls, gremlins and zombies, so perhaps we should not be so surprised that even President Biden has gained a taste for flesh! (Though it’s not the first time?) We kid of course, but one might be forgiven for suspecting “Irish Alzheimer’s”, given the latest “garbage” gaffe/misstep. Of course, Trump is not one to miss an opportunity. This comes at an inopportune time as the election heats up with various election-related stories battling for headlines. Voter fraud! Early voting shenanigans! Election market manipulation! Some might joke that POTUS himself would be hard to pick out among the ranks of the undead (we would never stoop so low …), but the more intriguing zombie speculation is the election. It wouldn’t be the first time the lawyers have found ways to keep the monster alive. This got us thinking about the economic issues which just refuse to give up the ghost and have yet to be settled: “undead” topics that just won’t die!
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