Eliant’s Exploits

Eliant’s Exploits

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Sitemap - 2025 - Eliant’s Exploits

The Week Ahead 12/7/25

An Easier Fed Era

The Year Ahead '26

The Week Ahead 11/23/25

Another Policy Mistake Looms?

The Week Ahead 11/16/25

Boomers Over Beta

The Week Ahead 11/9/25

Brace for the Reopening Flood

The Week Ahead 11/2/25

Rhetoric Without Restraint

The Week Ahead 10/26/25

Factor Unwind or Something More?

The Week Ahead 10/19/25

It's All About Leverage

The Week Ahead 10/12/25

Running Hot in Denial

The Week Ahead 10/5/25

Fiscal Stimulus Derby

The Week Ahead 9/28/25

Cycles Write Their Own Script

The Week Ahead 9/21/25

Growth Support vs. Political Pressure

The Week Ahead 9/14/25

Cutting at Full Speed

A Blip or Here to Stay?

The Week Ahead 9/7/25

Fiscal Runs the Show

The Week Ahead 9/1/25

Independence on the Line

The Week Ahead 8/24/25

A Balancing Act

Squaring Up Ahead of Jackson Hole

The Week Ahead 8/17/25

Inflation Flare or Slow Burn?

Chasing the Pivot

The Week Ahead 8/10/25

Giants Drink First

Rate-Cut Fever

The Week Ahead 8/3/25

Where breadth goes to die

Educational Piece Part: Trois

The Week Ahead 7/27/25

Detente in Motion

The Week Ahead 7/20/25

Rate-Cuts or You're Cut

A Turning Point

The Week Ahead 7/13/25

To Cut or Not To Cut?

Position of Weakness

The Week Ahead 7/6/25

The Real Pain Trade

The Week Ahead 6/29/25

When Doves Cry & Fed Independence Wobbles

Hawk Talk to Dovish Whispers

The Week Ahead 6/22/25

Dovish Words, Hawkish Patience

The Week Ahead 6/15/25

Downturn to Overheat

The Week Ahead 6/8/25

Slim Beautiful Bill

Running on Goldilocks

The Week Ahead 6/1/25

Tariffs on Trial

The Week Ahead 5/25/25

Big Beautiful Deficits

Run it Hot

The Week Ahead 5/18/25

Pendulum Swings Once More?

Tariffs Tamed, But the Debt Beast Awakes

The Week Ahead 5/11/25

Powell Waits While Trump Pressures

The Week Ahead 5/4/25

Microsoft Soars, Funds Still Floor’d

Will the Hard Data Finally Crack?

The Week Ahead 4/27/25

Backpedal Diplomacy

Credibility Remains in Question

The Week Ahead 4/20/25

Hard Assets in an Era of Soft Money

De-Sinicization

The Week Ahead 4/13/25

90 Days of Relief

The Week Ahead 4/6/25

Liberated Shock

Global Trade at a Crossroads

The Week Ahead 3/30/25

Retaliatory or Nearing the End?

Continued Walkbacks

The Week Ahead 3/23/25

Next Up, Liberation Day

Which Way Powell?

The Week Ahead 2/16/25

A Breaking Point

The Flip-Flopping Continues

The Week Ahead 3/9/25

Overdone or Warranted?

Germany’s Transformative Fiscal Plan

Walked Back Again?

The Week Ahead 3/2/25

Continued Bloodshed

Make or Break

The Week Ahead 2/23/25

Slow Grind

The Week Ahead 2/16/25

Climbing The Wall of Worry

A blip or continued trend?

The Week Ahead 2/9/25

Resolve is Near

Bend the Knee

The Week Ahead 2/2/25

Wait & See

Trump's Puppet or Political?

The Week Ahead 1/26/25

Trump Frenzy Underway

The Week Ahead 1/20/25

Dovish Skew

Relief or More to Come?

The Week Ahead 1/12/25

Climactic Tantrum

Educational Piece Part: Deux

The Week Ahead 1/5/25

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