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WELCOME TO THE NEW AND IMPROVED INTELLIGENCE QUARTERLY

How much confidence should we have in Powell’s Fed?


April 18th, 2022 by Nicholas Glinsman

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The 4 market questions for Passover


April 14th, 2022 by Nicholas Glinsman

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Asset allocation for an era of high inflation


April 13th, 2022 by Nicholas Glinsman

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There is no imminent Fed put to save the stock market, & who’s going to buy bonds when QT starts


April 12th, 2022 by Nicholas Glinsman

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What is the Fed’s preference for earnings?


April 11th, 2022 by Nicholas Glinsman

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The earning season devil will be in the detail


April 8th, 2022 by Nicholas Glinsman

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The Fed wants to get to neutral fast – best not to get in the way


April 7th, 2022 by Nicholas Glinsman

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Do not underestimate the impact of a bond market shock


April 6th, 2022 by Nicholas Glinsman

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A noted dove, Brainard, displays her new hawkishness


April 5th, 2022 by Nicholas Glinsman

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Make contingency plans for something somewhere in the financial system to break within the next year


April 4th, 2022 by Nicholas Glinsman

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Authors

  • Albert Marko (22)
  • Alessandro Ponzetto (115)
  • Giovanni Battista Ponzetto (4)
  • Joseph Wang (1)
  • Leo Nelissen (79)
  • Nicholas Glinsman (148)
  • Patrick Perret-Green (7)
  • Editorial Team (277)
  • Tracy Shuchart (26)
  • Velina Tchakarova (1)

Recent Posts

  • US & Americas Political Macro Commentary – December 14, 2021
  • A dive into the commodities markets, upon which we have been bullish since April 2020
  • The Pacific Influence War – Part 5
  • Europe Macro & Geopolitical Commentary – May 27, 2022
  • Asia Pacific Macro – May 27, 2022
  • Mr Market is punishing those growth companies that did well in the pandemic

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