Isaac Eisenhauer
The Fed vs Inflation Part 2 of 3
In part 2 we peel back the layer of the importance of the balance sheet and what we think the largest risk is to financial markets.
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Weekly Market
Insights
April 2023
OPEC+ announced surprise production cuts
Mar 27 - April 7
Record Drop in U.S. Bank Lending in March's Final Weeks
April 3 - April 14
CPI Drops and Money Market Demand Continues to be Strong
April 10 - April 21
Bank Earnings Beat Expectations Despite the Crisis
April 17 - April 28
Market & Economic Articles
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