Weekly: A Wildfire On Wall Street
You wouldn’t know it from the main index levels (“The Dow is over 50,000 dollars!
US Inflation Benign With One Glaring Caveat
Friday’s inflation report out of the US looked like a non-event at first blush, with
Strategist Spots ‘Next Great Market Rotations’ For A ‘New World Order’
It was Walter — not Wayne — Gretzky who coined the maxim, “Skate to where
Putin Seeks Dollar Club Readmission, Secret Memo Says
Russia wants back in. To the club of US dollar users. There are two main
Corporate Bond Market Faces Sea Change In Hyper-Scaler Debt Spree
If you own an equity index fund that tracks a cap-weighted, large-cap benchmark which doesn’t
Home Sales Crash And Burn. Ice Storm Blamed
America’s foremost housing cheerleader is “disappointed.” It’s hard to blame him. At the (considerable) risk
The American (Pipe) Dream
Good news for America’s 45 million renter households: Thanks to lower mortgage rates and, secondarily,
‘Stunning’ Stock Dispersion Echoes Lehman, Dot-Com Crash
If it feels to you like a lot’s happening across US equities in 2026 to
New CBO Forecasts Suggest Little Hope For Bessent’s Fiscal Targets
Remember when Donald Trump and the GOP were going to cut the deficit, pay off
China’s Still A Snowball
The Party in Beijing still has a lot of work to do warding off the
What To Make Of A Wild Jobs Report
Somehow, the US economy added 130,000 jobs in January, a veritable miracle relative both to
Americans’ Credit Card Balance Hits $1.3 Trillion
Congratulations to Americans: They managed to score new records both for overall credit card debt
China’s ‘Powerful’ Yuan Quietly Strengthens Amid De-Dollarization Innuendo
Xi Jinping wants a “powerful” currency. Just ask him. He’ll tell you. In January of
US Employment Costs Are Still Falling
Don’t look now, but US labor costs just decelerated again, where “again” means that for
American Consumers Slam On The Brakes
The US consumer’s stumbling. Or at least that was the message from the Commerce Department
Is Alphabet’s 100-Year Bond The Bell At The Top?
Maybe the investment grade primary market will eventually balk at absorbing a deluge of big-tech
Will Job Losses Spoil America’s ‘Goldilocks Plus’ Economy?
Who’s bearish on the world’s largest economy? Overtly bearish, I mean? Nobody. The answer’s nobody.
The Biggest Buyer Of US Stocks Isn’t Going Away
Given how ubiquitous the hyper-scaler capex debate is in 2026, it’s probably dawned on a
Xi Tells Chinese Banks To Cut US Treasury Exposure
It’s not just Danish pension operators. More often than not in recent years, the de-dollarization
In Japan, The Stocks Are Happy
Spend it if you got it! Or hell, spend it even if you don’t. Lord
America’s Tarnished Statistics Agency Takes Center Stage
Barring another US government shutdown (don’t laugh: the situation inside the Beltway’s even more dysfunctional
Takaichi Landslide Spotlights Japanese Assets Amid Spending Worries
Sanae Takaichi’s gamble paid off. When Japan’s first female prime minister called a snap legislative
Wall Street Thinks Main Street Might Win In 2026
In August of 2020, amid a late-summer melt-up in high-flying US tech stocks (remember “The
Weekly: The All-Crushing Claude
This was the week Anthropic took the lead in the AI race. Or at least
Big Tech Bets Its Balance Sheet On History’s Most Expensive Moonshot
“Way back” Tuesday, I noted that street forecasts for full-year hyper-scaler spending on the AI
Fear The Steepener?
Don’t fear the inversion, fear the steepener. Although a bit “inside baseball” vis-à-vis the casual
Happy Or Sad? It Depends On The Size Of Your Portfolio
The Trump administration enjoyed some additional, minor relief on the consumer sentiment front Friday, when
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