5 min read

The No Normal

By: Altegris Research (Curators) on 11/18/22 2:00 PM

Weekly Round-Up

Weekly Round-Up: Issue 111822

ENERGY POLICY

UK Expands Windfall Tax on Energy Firms to Fund Bills Cap | Bloomberg

DON’T GET FOOLED AGAIN

History Lessons: How “Transitory” Is Inflation? | Research Affiliates

AGENCY MBS

Agency Mortgage-Backed Securities: No Pain, No Gain | DoubleLine

FTX

CEO in Charge of FTX Restructuring Calls Case an ‘Unprecedented’ Mess | WSJ

KEN GRIFFIN

In Conversation with Ken Griffin | Bloomberg News YouTube Channel

COMMODITIES

China mulls importing soybean meal from Brazil as supply shortage bites | S&P Global Platts

Energy Demand

US EIA cuts forecast for 2023 global liquids production, demand | EIA

Liquid Trend Following Hedge

2022 Global Risk Report: Tail Risks | PGIM

LISTED INFRA

Investing in infrastructure amid soaring inflation | IFA

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