Sitemap - 2022 - The Key Signals Report
"11/30" Epilogue: Still Stuck Between a BlackRock and a Hard Place
"Geoeconomics" (A Christmas Tale): “Friends of Ours” - Two Nations Once Again
Das Zeitenwende: Fail To “Friend-Shore” In 2023, Prepare For Gotterdammerung In 2024
Orthodox 11/30 Advent: Dial 911, For The 11/30 Global Response Team
“11/30”: The Ducklings And The Plot Begin To Hatch
“11/30”: Something Damned Strange Is Going To Happen In New York (And the Eurozone) On November 30th
The Fed Is Not Alone In the Rumsfeld Quadrant
From Front Loading To Incremental Systemic Inertial Policy Error
The Hunger Games: Silently Mocking Jay Powell
Stabflation and the Incremental Deathly Hallows of the Free-Loaders
Stagflation Becomes Stabflation
The Fed Listens To Mr. Real Economy And Mr. Market Eventually Listens To the Fed
Dope Inc’s White Lines Have “White Labels” And Red (BRIC) Lines
Dimon’s Hurrikraine Is The Global Blair Inc. Witch Project Tailwind
The FOMC Gets a C+ and Dope Inc. Gets an A*
There’s A Black Hole (At Jackson Hole) In Speaker Pelosi’s Bottom
“Techno-Economic War”, Today, To Avoid The Real Thing In 2026
The Soft Landing Is The LZ For MMT
The “Friend Shoring” Washington Consensus Is That The “Sputnik Moment” Is A Dish Best Served Cold
The “Sputnik Moment”, In Speaker Pelosi’s Bottom, Is A Global War Zone And A US Soft Landing Zone
The Fed’s Credible Commitment Point Will Be The Last One To Tip
To Be Cruel, Policymakers Will Have To Be Kind To Those That They Cancel
The B3W Biden Slam Dunk Slipped At G7 And Got Bullwhipped At Speaker Pelosi’s Bottom
Biden “Slam Dunks” In “Speaker Pelosi’s Bottom”
Dimon’s Hurrikraine Is The Summers’ Curse And The Biden Slam Dunk
History Is Kindest To Those Who Sanitize It
Villeroy and The Bosch : A Multipolar Bretton Woods II Moment
The Unholy Trinity of Hyperbolic Inflation, Oligopoly and Hyperbole: A Bretton Woods Moment
Beggar Thy Neighbour Friend-Shoring, From Behind The Curve: Federal And Commonwealth Games
Q1: Stagflated By Oligopolists
The Global Economy Diverges At Friend-Shoring Junction
The Global Economy Approaches Friend-Shoring Junction
“TMI”: Diverse G7 Domestic Economic Tributaries Converge Into The Global Macklem Doctrine Rubicon
It’s The Global Economy, Not The Global Regime Change, Stupid!
No Time Like The Present (and the 1990s) To Build Back A Better New World Order
An Awkward Time To Admit That Inflation Is Everywhere A Monetary Policy Phenomenon
@G7 #Cancels @G20 And @1970s, But @1990s Still Has Zero Likes
“SWIFTLY” Building Back A 1990s Better Inflation And Growth Story Than The 1970s And 1980s Models
“Unlearning Helplessness” With Macklem Doctrine Is The Best Hedge Against World War III
A Multi-Polar World Order Was Born At G20 Indonesia 2022
The FOMC Two Step: This Is How We Roll
Famous Last Words: Discount Me, I’m A Central Banker!