Bonds At The Breaking Point
Have we given up trying to call the top in G7 bond yields? Because if
The Only Certainty Is Chaos
It’d be too strong to say investors were “on tenterhooks” ahead of Thursday’s update on
Laying Claims
“No hiring, no firing.” That’s the macro refrain in America, and it was underscored Thursday
Holiday Hiring Off To Slowest Start In 15 Years
Good news, bad news. Which do you want first? I’ll go bad. Seasonal hiring was
¡Viva La Revolución!
Long live the revolution! If there were any doubts as to whether memory will remain
1999, 2007 And 2026?
Albert Edwards thinks the equity bull market’s reached “peak nonsense.” Critics would tell you Albert’s
Cool Revisions, Man
Consumer spending in America was faster than expected and inflation slower last month, according to
Down, Set, Hike?
“A strong report.” That’s how ADP chief economist Nela Richardson described Wednesday’s nonfarm payrolls appetizer,
This Is What Policy Failure Looks Like
I haven’t checked Donald Trump’s TruthSocial feed on Wednesday, and inshallah I won’t have to,
The Real Debate
10-year real yields in the US are flirting with 3%, which is… I don’t know.
Anthropic IPO Prospectus: Taking An ‘Existential Risk’
“Hello, I represent a privately-held company that intends to offer shares to the investing public
‘Timberrrr!’
“It’s goin’ down, I’m yellin’ timber!” Who remembers that song? If your hand’s not raised,
Now Hiring?
Notwithstanding the 22% of respondents who described jobs as “hard to get” in this month’s
‘The Macro Backdrop’
The bad news is, pervasive uncertainty around “the macro backdrop” — a polite euphemism for
Former Bear Sees A Potential Problem For Stocks
The outlook for US equities remains constructive, but a veritable collapse in a key measure
Warsh’s Position Is Untenable Already
Kevin Warsh is between a rock and a hard place. I’d say I feel bad
Oil Boils The Frogs
No respite. For besieged US Treasurys, I mean. Yields rose across the curve in the
High Macro Drama
This’ll be a busy week on the US macro front, where a packed data docket
For Treasurys, A Month To Remember. And Forget.
One way or another, September will be remembered as a pivotal month for US government
Here’s Hoping Past Isn’t Precedent
With allowances for the pressing nature of concerns about the next phase of the Iran
After The Midterms, Fire And Fury?
When Donald Trump addressed the UN General Assembly this week, he was adamant that the
Weekly: Playing Politics
A diesel crisis, an unpopular war in the Mideast (is there another kind of Mideast
What Bursts The Bubble: Democrats And Bonds
How does it all end?! Spoiler alert: You get diagnosed with a terminal disease. Or
Ok, Seriously: How Long Before Bonds Break Stocks?
Color me amazed (and grateful as a long-only investor) that US equities continue to hold
Force Majeure For The AI Era
I wouldn’t have been surprised to see “force majeure” in the news this week, assuming
May As Well Buy New
Well, at least the new homes are selling. Sort of. Volatile government data released on
Since 2004…
Forget “since 2007.” That’s so, um, so earlier this month. It’s all about “since 2004”
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