Two Things, Three Charts
When we channel James Carville to declare “It’s the economy, stupid,” what we’re really saying
Greg Abel Has $400 Billion
I’m won’t lie: I stopped caring about Berkshire when Warren Buffett said he’s passing the
Weekly: Higher Learning
What have we learned over the past week or two or four? For one thing,
Factory Price Index Continues Skyward On Energy Crisis
US manufacturing activity spent a fourth consecutive month in expansion territory, helped along by an
The Yen Has An Oil Problem
“Who knows better about surprise than Japan?” Donald Trump joked, while hosting his “friend” Sanae
All Hail ‘The New 60/40’
It’s all about “the new 60/40.” A few days ago, I cited Nomura’s Charlie McElligott
Apple Beats, Raises Dividend, Boosts Buybacks
Apple beat on both the top and bottom lines in its first earnings report since
‘Labor Crisis’? Someone Forgot To Tell Jobless Claims
So, US jobless claims. I’d be remiss not to mention them this week. This series
US Consumer Resilient, AI Spending Robust, GDP Release Shows
The US economy rebounded in Q1 following a slowdown associated with the prior quarter’s government
Iran War Puts BoE, ECB Back On The Hot Seat
Both the ECB and the BoE held rates steady Thursday, as expected, with policymakers at
Back To Bombs?
It might be time for the US to resume major combat operations in Iran, Donald
Powell To Stay On Fed Board Indefinitely In Rebuke To Trump
Must-watch television. Jerome Powell on Wednesday hosted his final press conference as Fed chair following
$12 Trillion In Market Cap Just Reported…
Nearly $12 trillion in market cap reported earnings in the space of just a couple
Powell Era Ends With Subtly Intriguing Fed Statement
The Fed kept rates on hold Wednesday, as expected, amid ongoing uncertainty around the war
US Business Investment, Residential Construction Soar
Macro watchers were treated to a double dose of upbeat reports on the state of
Trump Bets Iran’s Generals Will Fold Under ‘Extended Blockade’
“The newly-minted supreme leader has followed along, rarely if ever objecting to the generals.” Such
Real US Housing Wealth Contracts Ninth Month
Annual US home price growth slipped below 1% and prices are falling in more than
The UAE Finally Goes Its Own Way
The first thing to know or, more aptly, to recall, is that The United Arab
Smile. It’s Just A War.
Somewhat surprisingly, the US consumer mood held up in April despite what Conference Board chief
Is OpenAI’s Reported Sales Miss A Canary?
Nobody panic. It’s not as if the accuracy of Sam Altman’s back-of-the-envelope revenue projections is
Temperature Rises In Unsustainable US-Iran Stalemate
Donald Trump’s not enamored with the idea of postponing negotiations around Iran’s nuclear program as
Semi ‘Mania’ Triggers Familiar Warnings
A corollary of the wild surge in semiconductor stocks is an equally enthusiastic bull market
‘The New Oil’
Semis are the “new oil.” That’s according to a PM who spoke last week to
Who Has The Cards?
Iran’s prepared to stop impeding maritime traffic through the Strait of Hormuz. If the US
The Melt-Up, The Ugly Truth And The New 60/40
Did you miss the equity melt-up? And are you worried that getting in now is
Data Deluge Meets Tech Earnings, FOMC In Blockbuster Week
This has the potential to be a lively week on the macro-market front, even without
What To Expect From Powell’s Fed Chair Swan Song
This week may be the last time we hear from Jerome Powell as Chair of
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