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Your guide to a disrupted world
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Too much money was tied up in the safe hidey hole of cash before stock prices bounced back
Powell comments on the interest rate outlook lift sentiment but markets should not ignore everything else
With inflation high, Lagarde does not have the same leeway as Draghi
It is hard to imagine what form online cheerleading for the stock market might now take
Finally, corporate debt is looking a more attractive alternative for investors
Aeroplane metaphors do little to disguise the fact that central bankers are struggling with the inflationary overshoot
Some believe that if pain is to come, it is better for it to hit sooner than later
Market mood may be shifting from fear of missing out to fear of holding on
The misallocation of capital is not just down to freakish monetary policy
Slower pace of GDP expansion could mean a slower pace of monetary tightening by central banks
Investors are in an extremely unforgiving mood if companies disappoint on earnings
Even veterans accept we are at a historic juncture as inflation surges
Disrupters of the global financial system have been disrupted as the Fed removes punch bowl of stimulus
Years of overblown asset prices and mispricing of risk may be giving way to more normal conditions
Central bank choices will always help some people more than others
The path back to tighter monetary policy is unavoidably messy
Loading up with tail risk hedges is one option as uncertainty about inflation and future Fed decisions grows
Russia’s war in Ukraine has revived the market preoccupation with central banks’ foreign reserves
Natural resources are the outlier in the reaction to the invasion of Ukraine
March is shaping up to be the worst month for US Treasuries since at least 2016
Strong week for equities as investors look past Ukraine war, China’s Covid outbreak and Fed rate rise
Markets take their cue from hawkish central banks rather than fears over Ukraine fallout
International diversification did not work for US investors
Following initial shock of Ukraine invasion, markets take their direction from Fed officials’ reassurance
Investors look for safe space to hunker down and see out the global inflation surge
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