EM debt is one of the worst-performing asset classes so far this year. In my latest Forbes article, I highlight the external forces that are responsible for the majority of the pain. Click here to read the entire post on Forbes
(FORBES) (Published Works) Over Confident Markets Anticipate Steep Drop In Inflation
Markets were surprised by how quickly inflation accelerated and were late in abandoning the “transitory” narrative. They may be early in their prediction for disinflation. Click here to read the entire story on Forbes
(FORBES) (Published Works) Latest Inflation Surprise Sends Treasury Curve And U.S. Dollar To Record Levels
Rising inflation and worries of an economic slowdown caused a severe flattening of the yield curve and propelled the U.S. dollar to new highs against several major currencies. Click here to read the entire post on Forbes
(BLOG) (FORBES) Russia’s Failure To Reopen Nord Stream Pipeline Would Cripple Germany’s Economy
Russia has found alternate demand sources for its oil & gas faster than Europe could find new sources of supply. It may use its leverage to extract additional pain in the West by refusing to reopen the Nord Stream 1 pipeline that is currently shut down for “scheduled maintenance.” Click here to read the entire …
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(BLOG) (FORBES) (Published Works) Tech Rebound Drives Equity Advance As The Dollar Hits New Highs
Technology shares staged a huge rebound last week. The next round of earnings releases may determine whether the gains will hold. Click here to read the entire story on Forbes.
(FORBES) Forward Prices In Commodity And Bond Markets Consistent With Rapid Slowdown In CPI
Forward markets predict a rapid decline in energy prices and inflation, which is good news for the economy and asset prices. The bad news is that such a decline will likely come at the expense of global growth. Click here to read the entire post on Forbes
(FORBES) (Published Works) U.S. Retailers Deploy Creative Tactics In Battle To Win Global Supply Chain War
With the critical holiday shopping season rapidly approaching, retailers are scrambling to get products on their shelves due to the ongoing chaos along global supply chains. U.S. importers are getting creative, deploying new tactics to keep merchandise moving.
(FORBES) (Published Works) Logistics Study Reveals Three Potential Cures To Global Supply Chain Problems
NTT Data’s annual study on the current state of the global supply chain offers clues into how the logistics industry is managing through the worst crisis in decades.
(FORBES) (Published Works) Supply Chain Chaos Spreads To Inland Waterways
The inland waterways system plays a vital role in trade and is a critical component in the U.S. supply chain. Similar to other parts of the supply chain, signs of stress are emerging.
(FORBES) (Published Works) Democrat Tax Proposals For Retirement Accounts Will Affect More Than The Wealthy
House Democrats proposed sweeping changes to retirement accounts on Monday as part of a restructuring of the tax code designed to target the wealthy. Average investors are caught in the crosshairs.