The Weekly Look at the Global Economy and Markets | Metals Mine

  • The Weekly Look at the Global Economy and Markets

    From substack.com

    What was a relatively quiet week for major economic data releases ended up being overwhelmed by policy announcements. The result was significant market volatility that, interestingly and except for some specific idiosyncratic cases, was concentrated mainly in stocks with relatively limited spillovers to global currencies and bonds. This sets a fascinating configuration for the weeks ahead with so much on tap: the post-shutdown flood of US data, the Federal Reserve policy meeting, US and UK fiscal developments, and, in the marketplace, the behavioral tug-of-war between the FOMO “buy-the-dip” reaction, which has ... (full story)

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Trader#57B9
Nov 16, 2025 4:12pm
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powell is too cautious (and who can blame him), but his reading of situation is sometimes erratic. remember when el erian called the inflation caused by excessive pandemic spending too high, but powell said it was transitory? i couldn't help myself laughing so hard months later when powell refused to cut the rates because of inflation a bellicose trump doesn't help.

we are supposed to be pumping in 4q. instead we have chaos. the market is fake and gay
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