Sitemap - 2022 - The MacroTourist
OPTION WHALE: AT-THE-MONEY EDITION
TRYING TO FIND THE RIGHT LEVEL
THE MOST ANTICIPATED (IN A YEAR'S TIME) RECESSION
TIME FOR AN INFLATIONARY SURPRISE TO THE DOWNSIDE?
CANADA STOPS ISSUING INFLATION-LINKED BONDS
CHANGING THE PIVOT TO 'STEP-DOWN'
THE CANADIAN REAL ESTATE CORRECTION
GETTING READY FOR THE LAST FED HIKE
JOLTS: FIRST STEP TOWARDS A PAUSE?
UK LONG-END DEBACLE IS JUST THE BEGINNING
FOMC DRIFT IN THIS TIME OF TIGHTENING
THE LAST "SOFT LANDING" HOPEFUL THROWS IN THE TOWEL
RUSSIA'S REAL-WORLD ECONOMIC CONSTRAINT
JOHN WILLIAMS OFFERS SOME CLUES
QE ≠ STOCKS UP AND QT ≠ STOCKS DOWN
BROKEN WING AWARD FOR THE FED?
RIDING INFLATION FROM THE LONG SIDE
INFLATION AND THE STOCK MARKET
FINANCIAL ASSET DECLINE WORSE THAN THE GFC
CONSUMER SENTIMENT AND OTHER INDICATORS
THIS TIME IS DIFFERENT (FOR QT AT LEAST)
IT'S 2022, AND IT'S COMPLETELY DIFFERENT
WAS THAT THE (SHORT-TERM) BOTTOM?
HOMEBUILDERS: GRABBING A STACK OF BLUE TICKETS
DEMAND FOR LIQUIDITY PRESENTS SOME OPPORTUNITIES
CONSIDERING THE BORING OUTCOME
LEVERAGED ETFS: NEVER FOR THE LONG-RUN
REPRICING GROWTH STOCKS FOR THE NEW MACRO ENVIRONMENT
THE BOND MARKET HAS ALREADY CRASHED
THE ELEPHANT SITS WHEREVER IT WANTS
SLEEPWALKING INTO THE NEXT CRISIS
YIELD CURVE INVERSIONS AND OTHER MUSINGS
GETTING THE BALANCE SHEET INTO THE POLICY MIX
MOVING FROM THE LEDGER TO THE REAL WORLD
HEDGIES STILL BUYING TECH AND SHUNNING ENERGY
SCRAPING WEB GRAPHS FOR DATA TUTORIAL
THE NEXT INFLATIONARY INFLECTION POINT
PRICE ACTION AROUND FIRST RATE HIKES
FED HIKES AND THE STOCK MARKET
CREDIT SPREADS ARE NOT CONFIRMING
THE ONGOING (VIOLENT?) ROTATION
GETTING AHEAD OF THE DISINFLATIONISTS
THE BOND MARKET REFUSES TO ACCEPT ECONOMIC REALITY