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Priced, priced, baby
The market has spent the last two weeks pricing in the CPI and PPI data and at this point I think it’s fair to say that there has been a complete shift in sentiment and positioning. Most of my chats are now talking about a higher dollar and reasons to pay rates—a complete turnaround from where we sat pre war. The central bank rhetoric is necessarily following close behind because they look at the same stuff we do. Much of what I wrote in am/FX this week is relevant to this week’s Friday Speedrun. Portions cribbed from my daily notes this week are in a different font, starting in the next paragraph. If you are a ... (full story)
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From @FirstSquawk|May 22, 2026|28 commentsIRAN MILITARY PREPARING TO RESPOND TO ANY US MOVES: TASNIM
From scotiabank.com|May 22, 2026Even though it moderated over the back half of this past week, is this bond selloff for real with much further to sustainably run? Or is it a tactical buying opportunity for fixed ...
From @BarakRavid|May 22, 2026|21 commentsNEW: President Trump convened a meeting with his senior national security team on the war with Iran on Friday morning. My story on @axios
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From cbsnews.com|May 22, 2026|81 commentsThe Trump administration was preparing Friday for a fresh round of military strikes against Iran, according to sources with direct knowledge of the planning, even as diplomacy ...
From economics.bmo.com|May 23, 2026|1 commentThe FOMC Minutes from the April meeting fired a warning shot across the bow for bond investors and Fed Chair Kevin Warsh. Inflation concerns had already moved to center stage for ...
From finance.yahoo.com|May 23, 2026|8 commentsPersian Gulf nations and Pakistan stepped up efforts to transform a fragile truce in the Iran war into a permanent peace deal, with US President Donald Trump again signaling that ...
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- May 22, 2026 8:02pm Posted byFundamental Analysis12,538
