Bill Englis

Articles by: Bill Englis

“All Along the Watchtower”

“All Along the Watchtower”

Weekly Summary: August 8 - August 12, 2022   Key Observations: U.S. inflation most likely peaked in July. Although we...

“Cold Heart”

“Cold Heart”

Weekly Summary: August 1 - August 5, 2022 Key Observations: A critical component of our “soft” pivot narrative for the...

“The Scientist”

“The Scientist”

Weekly Summary: July 25 - July 29, 2022   Key Observations: We characterize the Federal Reserve’s (Fed) latest policy...

“Handle with Care”

“Handle with Care”

Weekly Summary: July 18 - July 22, 2022   Key Observations: All of the U.S. housing surveys disclosed this week...

“Every Breath You Take”

“Every Breath You Take”

Weekly Summary: July 11 - July 15, 2022   Key Observations: Financial markets continue to price in a greater...

“Sympathy for the Devil”

“Sympathy for the Devil”

Weekly Summary: July 4 - July 8, 2022   Key Observations: In general, the financial markets continued to reflect...