Delinquencies And Financial Death Sentences
The latest installment of the NY Fed’s monthly consumer poll was released on Tuesday. Who’s
‘Evil, Clever Things’
Goldman Sachs. What can you say about it? A lot! If you’re David Solomon, you’ll say
Bank of America Still Going Concern, Q3 Results Suggest
Bank of America’s still a going concern, if you had any doubts. I mean, banks
How Many Comrades Does It Take To Screw Up A Stimulus Unveil?
Six trillion yuan. That’s the number. Or maybe it’s seven trillion. Or eight trillion. Don’t
Another Modern Market Melt-Up?
If US equities felt melt-up-ish to you midway through Monday’s bond market holiday, it wasn’t
History Doesn’t Support Cash-To-Stocks Rotation Narrative
Will record-high money market fund AUM be deployed into equities now that the Fed’s cutting
Exports, Imports And The China Bloc
What happens if export growth falters? That’s a question Chinese officials — and particularly Beijing’s
US Spending Update, ECB Rate Cut Headline Macro Docket
The US data docket’s pretty light this week. If there’s a highlight it’s plainly retail
Lackluster Price Data Underscores China’s Deflation Risk
If authorities in Beijing weren’t already under enough pressure to revive domestic demand, Xi’s statisticians
America’s Sad Political Economy
Without wanting to take anything away from a Fed which, if nothing else, did demonstrate
Brass Tacks. Or A Lack Thereof
Phrases like “without specifying an amount” and “without specifying a time frame” are prevalent in
China Stimmy Flows And SPX 6666
Investors put nearly $40 billion to work in global equities over the last week. The
News Flash: People Hate High Prices
Consumer sentiment undershot expectations in early October, according to the preliminary read on the country’s
JPMorgan Tops Estimates As Dimon Stares Down ‘Treacherous’ World
Jamie Dimon’s hoping for the best, but as ever, his bank’s prepared for the worst.
PPI Plays Along, But Won’t Quash November ‘Skip’ Chatter
The Fed welcomed some incrementally encouraging news on the inflation front Friday, when US producer
Prepping The Pause
If nobody else gets it, Raphael Bostic does. Four hours or so after BLS data
Are America’s Magnificent Mega-Caps Losing Their Luster?
Are they tired of tech? I suppose it depends on who “they” are and also
Hedge Funds ‘Rapidly’ Sold Chinese Stocks This Week
I’ve cautioned recently against reading too much into a monumental rally in Chinese shares. My
Hurricanes And Suicide Missions
On Thursday, a Fed pondering the outlook for the US economy received two potentially impactful
This Was Not A Good Inflation Report
“US CPI data will likely show further disinflation in September,” read the headline on one
Promises, Promises
At the September FOMC meeting, “many” Fed officials said the rekindled inflation impulse observed over
Are We Still In A FOMO Regime?
Are we still living in a FOMO regime? How would one go about determining such
Iran Spy Chief Qaani ‘Perfectly Healthy.’ Will Get Medal
“Esmail Qaani is, unfortunately, alive,” someone joked on social media Wednesday. I actually don’t know
US Mortgage Rates Inflect, Rocket Higher
Damn you jobs! Mortgage rates in the US jumped sharply over the last week and
Chinese Stocks Crash On Botched Stimmy Reveal
If at first you don’t succeed. Beijing on Wednesday said Finance Minister Lan Fo’an will
So Long, Safieddine
The world knew Hashem Safieddine’s name for exactly a week before the IDF buried him
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