The 'tourist examines why the Fed will take longer to raise rates, but ultimately end up higher than the market expects
34
35
The 'tourist discusses the possibility the Fed follows the ECB
43
24
The 'tourist highlights a short-term trading phenomenon
30
2
The 'tourist fades the idea that the FOMC board members are complete idiots
57
43
The 'tourist explains why this is like the post-1982 period in reverse
34
23
The 'tourist explores the market's expectations for future inflation
39
21
And why the 'tourist thinks we are close to peak Fed hawkishness
42
14
Why the 'tourist is changing his investing stance
54
32
The 'tourist returns to his familiar position of long energy
32
43
Why the 'tourist thinks we are getting closer to a "Fed slowing of tightening"
35
24
What the 'tourist is watching for clues about where stocks could be heading
43
20
Why the 'tourist is short JGBs and looking to add
42
28