Is It Over Yet?
This could be irrelevant by the time you read it. Armageddon’s always just one errant
US Wholesale Inflation Much Cooler Than Feared
Wholesale inflation in the US ran at just half the expected monthly rate in March,
Iran War Blows Up Professional Investor Sentiment
Donald Trump’s war with Iran triggered a surge in a survey measure of professional investors’
JPMorgan Beats. Dimon Flags Risks, Says He’ll Manage Them
JPMorgan beat estimates on more or less every key line in Q1 results released Tuesday.
Bonds Are In 2026 What Stocks Were In 2008
Who wants bonds? Still nobody. They don’t work in the “new” old normal. War, macro
Stocks Are The ‘Vigilantes’ Now
It used to be the bond market that bullied politicians and policymakers into pivots. Now,
Existing Home Sales Crumble, Outlook Cut On Higher Rates
Not surprisingly, existing home sales in the US posted a meaningful decline in Monday’s lonely
Blockade Day
“Since this war started, nothing makes sense.” So said Margarita Robles, the Spanish defense minister
Viktor Orban Ousted In Stunning Hungary Landslide
Ladies and gentlemen, it’s over for Viktor Orban’s “illiberal democracy” in Hungary. On Sunday, Orban’s
Trump Announces Naval Blockade Of Iran, Strait of Hormuz
Donald Trump has an idea. When that’s the starting point, things tend to get dicey
‘Buckle Up’
The official macro docket’s pretty light in the US this week, but the next several
When In Pakistan…
This weekend, a US delegation led by ostensible “America First”er JD Vance had an opportunity to
Weekly: All Eyes On Islamabad
Generally speaking, it’s not a good bet that benchmark US equities will fall six weeks
The Home Sellers Are Desperate
In the US housing market, sellers are desperate. Amid an enormous imbalance favoring buyer leverage,
15 Months Into ‘Golden Age,’ American Mood Hits Record Low
Congratulations to Donald Trump: He’s now the proud owner of the lowest consumer sentiment readout
Trump Makes History With Near-Record Energy Cost Surge
Headline inflation in the US jumped sharply last month, as surging oil prices pushed the
Confusion Reigns As Netanyahu Sends Mixed Signals On Lebanon
Now we’re gettin’ somewhere! Or not. Under what I imagine was intense pressure from The
Fed’s Favored Inflation Measure Warm Again. GDI Rescues Q4 Growth
Underlying US inflation on the Fed’s preferred measure was uncomfortably warm for a third month
Lebanon As Linchpin
“Israel’s right to defend itself does not justify inflicting massive destruction.” So said Kaja Kallas,
Day One Violations
If you were still unclear as to who’s actually in charge in Iran — and
Iran’s MIA Uranium And A ‘Beautiful Thing’
We’ve all heard enough from Pete Hegseth, but considering he’s America’s war czar and the
Mechanical Stock-Buying In Play On ‘Face-Ripper’ Rally
By now, all regular readers should be able to write their own script re: mechanical
V-Day (Everybody’s A Winner!)
Risk sentiment was predictably buoyant Wednesday, as markets around the world cheered a two-week ceasefire
Apocalypse Later
Donald Trump’s a peacemaker at heart. No, he never won a Nobel Peace Prize, but
‘Genocidal Lunatic’: Did Trump Finally Go Too Far?
“This is sickening.” So said UN High Commissioner for Human Rights Volker Turk on Tuesday
You must be logged in to post a comment.