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Markets Have Bought The Fed’s Transitory Narrative Hook, Line And Sinker, Part Deux Blog Posts

Markets Have Bought The Fed’s Transitory Narrative Hook, Line And Sinker, Part Deux

"April’s inflation figures came in hotter than expected and there are plenty of signs suggesting…

Jesse FelderJune 15, 2022

Inflation And The $64(0),000 Question Blog Posts

Inflation And The $64(0),000 Question

The following is an excerpt from a recent report featured on The Felder Report PREMIUM.…

Jesse FelderJune 8, 2022

Are Big Tech Stocks Following In The Footsteps Of Their Chinese Counterparts? Part Deux Blog Posts

Are Big Tech Stocks Following In The Footsteps Of Their Chinese Counterparts? Part Deux

Back in January, I drew attention to the dramatic divergence between US and Chinese tech…

Jesse FelderJune 1, 2022

How Goodhart’s Law Can Help Us Understand How We Got Here Blog Posts

How Goodhart’s Law Can Help Us Understand How We Got Here

One of the most important concepts in the realm of finance and economics is succinctly…

Jesse FelderMay 25, 2022

An Epic Set Of ‘Alligator Jaws,’ Part Deux Blog Posts

An Epic Set Of ‘Alligator Jaws,’ Part Deux

Exactly a year ago I shared a chart here that represented "An Epic Set Of…

Jesse FelderMay 18, 2022

Markets Are At Risk Of Another Major Deleveraging Event Blog Posts

Markets Are At Risk Of Another Major Deleveraging Event

“Even the most circumspect friend of the market would concede that the volume of brokers’…

Jesse FelderMay 4, 2022

The Trouble For Big Tech Stocks In Two Charts Blog Posts

The Trouble For Big Tech Stocks In Two Charts

This month (so far) has been the worst for the Nasdaq since the stock market…

Jesse FelderApril 27, 2022

The Fed Just Disengaged Its Volatility Suppression Machine Blog Posts

The Fed Just Disengaged Its Volatility Suppression Machine

The Fed minutes released today reveal the central bank intends to start reducing its balance…

Jesse FelderApril 6, 2022

Why You Should Look At Markets Like A Martian Blog Posts

Why You Should Look At Markets Like A Martian

The following is an excerpt from a Market Comment recently featured on TFR Premium. I think…

Jesse FelderMarch 23, 2022

Are The Bond Vigilantes Back? Blog Posts

Are The Bond Vigilantes Back?

The long-term chart of the 30-year treasury yield may now be the most important chart…

Jesse FelderMarch 16, 2022