Bernanke blowing bubbles

SVB bailout – failing the smell test!

SVB failure – Moral Hazzard? Yellen Says No Bail Out

A very odd recession!

Will the Fed repeat the mistakes of the 1970’s by easing too early?

US employment data yet to support an early easing in monetary policy

Asset allocation for 2023 – first pick your macro scenario

Europe can’t take the pain, but ensuring more to come!

Bond yields are rising, but more importantly normalising