Lundy Wright

Portfolio Manager, Weiss Multi-Strategy Advisers @weissmultistrat
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[Weiss Multi-Strategy @WeissMultiStrat]

Another preview of this week’s In Search of Green Marbles Podcast episode with our bond expert, @lwright_weiss , sharing his thoughts on the impacts that the digital age and instantaneous repricing of the #market had on the collapse of #SVB. The full episode will drop tomorrow.

[Lundy Wright @lwright_weiss]

Powell Ready for House Testimony

[Lundy Wright @lwright_weiss]

February Data Has Flipped The Narrative

[Lundy Wright @lwright_weiss]

Markets will consider ignoring the very stale Fed minutes this afternoon, given the data that has followed.

[Lundy Wright @lwright_weiss]

With three weeks until the March NFP, five weeks until the next FOMC meeting, and the President’s Day Holiday on deck, markets are searching for direction.

[Lundy Wright @lwright_weiss]

Sellers Closing as Retail Sales Come In Strong

[Lundy Wright @lwright_weiss]

Nothing is ‘just right’

[Lundy Wright @lwright_weiss]

After a blowout NFP, Powell will likely walk back his comments from the press conference when he speaks next Tuesday

[Lundy Wright @lwright_weiss]

Yet again, I raised rates while I eased effective policy via the financial conditions channel ….. am I playing with fire?

[Lundy Wright @lwright_weiss]

Markets contort to connect the dots

[Lundy Wright @lwright_weiss]

CPI Headline and Core Will Tell Different Stories This Week

[Lundy Wright @lwright_weiss]

Fed’s hands are full trying to weaken employment and wages

[Lundy Wright @lwright_weiss]

After a hawkish Dec FOMC, investors will search today’s minutes for dovish clues

[Lundy Wright @lwright_weiss]

Employment must weaken for the Fed to stop tightening, but so far jobs and wages remain strong

[Lundy Wright @lwright_weiss]

Bond market reacts to FOMC

[Lundy Wright @lwright_weiss]

Powell at this afternoon’s press conference: “We’re done when I say we’re done.”

[Lundy Wright @lwright_weiss]

Headline CPI will be lower, but Core CPI will be higher… Pass it on

[Lundy Wright @lwright_weiss]

Markets tip-toeing around next week’s data, into year-end