Ahead of the Herd Archives - Page 5 of 19 - Intelligence Quarterly

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WELCOME TO THE NEW AND IMPROVED INTELLIGENCE QUARTERLY

Both stocks and bonds are fighting the Fed – this could end in tears

August 4th, 2022 by Nicholas Glinsman

Don’t forget QT, which is about to get a whole lot more interesting

August 3rd, 2022 by Nicholas Glinsman

The Fed pushback has begun – forget pivot

August 2nd, 2022 by Nicholas Glinsman

The market is behaving like a bottom is in

August 1st, 2022 by Nicholas Glinsman

Sometimes, it is simply all about market positioning and the flows

July 29th, 2022 by Nicholas Glinsman

Hawks versus Doves – I saw the former, the market saw the latter

July 28th, 2022 by Nicholas Glinsman

Could the bond market blink before the Fed? Yes!

July 26th, 2022 by Nicholas Glinsman

A history of hubris at the Fed for which everyone pays the price

July 25th, 2022 by Nicholas Glinsman

Bonds remain bid

July 22nd, 2022 by Nicholas Glinsman

The ECB says goodbye to forward guidance & FOMC preview for next week

July 21st, 2022 by Nicholas Glinsman

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