💵 Oooh Look At Those Curves!
Market peeps love talking about yield curves, steepeners and flatteners and pretending they're real things. Most people don't know this, but they're fake. Totally made up...
💵 The Big Scary Bear That Kills Goldilocks
Markets love Goldilocks. Everything just right. Not too hot, not too cold. Not too hard, not too soft. Just... Optimal. Stock markets head higher, bulls make money and all is right with the world. Until the bears come home and eat Goldilocks (or set her on fire)...
💵 Sweden's Down, Who's Next?
Sweden's GDP data was an absolute stinker. GDP fell by 2.4% YoY. So is this a big flashing neon warning sign for other countries, or unique to Sweden?
💵 No Longer Forecasting A Recession
The Fed no longer see a recession in our future, just a nice gentle slowdown. BlackRock's even entertaining the possibility of a 'full employment recession'...
💵 Saturation & Diminishing Returns
Barbie & Oppenheimer. Two huge blockbusters absolutely raking it in at the box office. Why? Saturation.
💵 Rational Imperfection
I can't believe this is happening, the market's so irrational! Nah. This imperfection is perfectly rational mate. Maybe you just need to cope a little harder...
💵 Back To China's 'Lehman Moment'
Lots of big, ugly numbers coming out of China this week. The economy's looking shaky, and the property market is still correcting. But is any of this *new* news?