Morning Update – May 20, 2022

Morning Update

Macro Update: Food riots are starting, Sri Lanka is already facing serious unrest, Pakistan and Iran are looking to be next. Instability in Iran would compound the energy supply issues we’re already facing. Commodities deals are bypassing the US Dollar,

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Morning Update – May 2nd 2022

Morning Update

I’ll put out a longer update later, but remember this week on May 4th Ka-Powell has a press conference, and on the 5th we have Jobless claims and non-farm productivity comes out, and Friday the 6th NY Fed, ATL Fed,

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