Simon White

Hardly Anyone Is Short Treasurys. Perhaps They Should Be

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There is a yawning disconnect between inflation volatility and bond volatility.

U.S. Stocks Will Confront An Earnings Recession By The End Of 2022

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The backdrop for equities is set to get worse before it gets better.

Shipping Slowdown Exposes Vulnerability Of U.S. Economic Growth

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A sharp decline in vehicle sales shows slowing growth is "in the mail" and stagflation is a possibility.