Did the Fed just kickstart Paradigm D?

Is today’s likely “hawkish cut” by the Fed already priced in?

Will the Fed sacrifice Main Street to save Wall Street (again)?

How will markets navigate a divided Fed?

What did the delayed September PCE Report signal about the health of the US consumer? What did it signal about the Fed’s current policy setting?

What do the latest key high-frequency economic data signal about the health of the US and global economies?

Will the intensifying debate over the level of r-star disrupt timing Fed liquidity?

Will the BOJ spoil the widely anticipated Santa Claus rally?

What are “Reserve Management Operation Purchases,” and when will investors be gifted this latest form of socialism for the rich?

How is the US economy performing?

Will the Fed engineer the Santa Claus rally that everyone is already positioned for?

Is the US labor market getting better or worse?

Why are crypto and commodities breaking down?

Why are risk assets correcting?

Will this week’s key macro and micro data derail asset markets?

Is the global liquidity cycle rolling over?

Why is Rick Rieder the best person to replace Jerome Powell?

The shutdown is ending; why aren’t risk assets appreciating?

Will reopening the US gov’t spur a Santa Claus rally?

Is the US government shutdown exacerbating the Powell Fed’s policy mistake?