Subjective market review (15-Feb-2024). At least in the case of stocks (S&P500 e-mini futures), this is what it looks like two days after...

Subjective market review (14-Feb-2024) and my key takeaways from the hot US CPI print: 1) in the optimistic variant, hot inflation moves...

Subjective market review (13-Feb-2024). In the US we got the January federal budget numbers (in line with expectations) and NY FED survey...