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@MarketsPolicy

Recession fears remain as the Fed continues to tighten as inflation figures remain elevated. Russia's invasion continues to hit global energy and agriculture supply. Finally, Chinese Covid lockdowns persist, and this week brings a host of global PMI data
https://marketspolicy.com/?p=3233&preview=true

Fed tightening in the face of recession and inflation fears is keeping markets volatile as crypto remains in turmoil. China remains in lockdown and under pressure while the war in Ukraine keeps pressure on energy and agriculture markets. https://marketspolicy.com/five-minute-macro-5-16-2022/

We made it to Friday! Celebrate by listening to this week's episode of the #Macrocast where @BDeAngelis82 joins Brendan and John @MarketsPolicy, to discuss the topics moving the market this week, including tech, crypto, and inflation numbers: https://spoti.fi/38naDdE

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Morning Markets Brief 4-5-2022

Summary and Price Action Rundown  Global risk assets are moderately lower this morning as the US and EU add to their sanctions regimes against Russia and more central banks pivot to a tighter stance. S&P 500 futures indicate a 0.3% lower open after the index advanced 0.8% yesterday, paring year-to-date … Continue reading “Morning Markets Brief 4-5-2022”

Five Minute Macro 5-23-2022

Recession fears remain as the Fed continues its tightening path as inflation figures remain elevated. Russia’s invasion continues to hit global energy and agriculture supply. Finally, Chinese Covid lockdowns persist, and this week brings a host of global PMI data.

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Afternoon Markets Brief 4-7-2022

Summary and Price Action Rundown  Global risk assets are steadying this morning after two days of losses as Treasury market volatility eases in the wake of increasingly hawkish guidance from the Federal Reserve. S&P 500 futures indicate a 0.2% higher open after the index lost 1.0% yesterday, deepening year-to-date downside … Continue reading “Afternoon Markets Brief 4-7-2022”

Looking Ahead – The March of Folly 2-25-2022

Looking Ahead – The March of Folly   Prior to this week’s full-scale Russian invasion of Ukraine, plenty of global security experts (and many less erudite commentators) had predicted that the massive buildup of Russian troops and material on the border would serve as a show of might and warning … Continue reading “Looking Ahead – The March of Folly 2-25-2022”

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