Category Archive

Cookies? Cakes? Meat? We don’t have that luxury anymore

Keith GrindlayFebruary 23, 2023Commodities, Consumer, Corn, Currencies, Energy, Food, Global Instability, India, Inflation, Japan, oil, Producer Inflation, Shipping

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Tsunami of market positioning risks a wave of disappointment

Keith GrindlayFebruary 8, 2023bonds, Commodities, Consumer, Dollar, Equities, European Central Bank, EURUSD, Federal Reserve, fixed income, Food, GDP, germany, Inflation, oil, Producer Inflation, Property Markets, Retail Sales, Shipping, Trade, Trucking, UK, unemployment

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Mr Powell, you wanted higher unemployment……

Keith GrindlayJanuary 25, 2023bonds, Commodities, Consumer, Currencies, EURUSD, Federal Reserve, fixed income, Foreign Exchange, GDP, Inflation, Manufacturing, oil, Producer Inflation, Property Markets, Rates, Retail Sales, Trucking, unemployment, USD

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What good is production without consumers? Part one: USA

Keith GrindlayJanuary 3, 2023Biden, bonds, Commodities, Consumer, Credit, Currencies, Dollar, Federal Reserve, Inflation, Producer Inflation, Property Markets, Trucking, unemployment

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Finding Norm

Keith GrindlayDecember 11, 2022bonds, China, Commodities, Consumer, Credit, Currencies, Dollar, Emerging Markets, Equities, European Central Bank, EURUSD, FDI, Federal Reserve, fixed income, Foreign Exchange, GDP, germany, Global Instability, India, Inflation, italy, Japan, Manufacturing, Peoples Bank of China, Producer Inflation, Property Markets, Rates, Recession, Retail Sales, Shipping, spain, SPX, SupplyChain, Trade, UK, unemployment, USD, Volatility

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