“I am the house.” - Sept 8 “I can’t control the bond market.” - Oct 3 @bloomberg.com www.bloomberg.com/news/article...

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"Conventional wisdom says that interest rate cuts help Main Street and rate increases hurt them. Conventional wisdom is wrong." - oped from @sheilabair.bsky.social here as.ft.com/r/11676212-2...

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Sometimes it feels like I've spent the last two months talking about not much other than the oil price. And then I look at a chart like this and I understand why.

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another motherlode as new lows push above new highs immediately after a 52-week high - and all the warning flags with sinister names kick in together not a forecast, not a market call, just FYI

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