for Wednesday, January 26th, 2022
The 'tourist reviews Fed policy
The 'tourist expands on a great chart
Why the 'tourist is erring on believing this is a run-of-the-mill correction (for now)
The fourth and final piece in the ROTATION series
The 'tourist explains what the inflation swap market is forecasting
And the 'tourist's plan to prove his pal wrong
The 'tourist argues this isn't a dramatic shift at the FOMC
The 'tourist has another trade for the "real economy" shift
The return of Main street and why Boring is Beautiful (part 3)
The dangers from the Top 8 Basket (part 2)
Setting the stage (part 1)