Just Another Magnificent 7 Article
If it’s a slow news day and you’re the financial media, you can always compel
Pirate Treasure And ‘Unwanted Circumstances’
Lebanon’s still a melee, on the off chance you haven’t checked the news. Early this
Say Less. Dear God, Say Less
I’m not someone who engages in gratuitous Fed criticism for the sake of it, and
It’s The Liquidity!
I have a love-hate relationship with liquidity-based explanations for risk-asset behavior. It’s self-evidently the case
Release The Animal Spirits?
Wall Street strategists — as a group, I mean, I’m not singling anyone out —
100-Year Market Concentration Is Huge Risk To Long-Term Stock Returns
When it comes to predicting stock returns, about the best you can do is present
China To Consumers: Please Borrow This Cheap Money!
There were rate cuts in China on Monday. String pushin’. If you long ago gave
How Corporate America Will Spend $4 Trillion In 2025
Money. Companies exist to make it. Or at least that’s the way it is in
Stocks, Bonds And Presidents
This’ll be a pretty slow week on the data front, at least in the US.
Soul Reaper
“Agents of Iran tried to assassinate me.” That sounds like something Donald Trump might’ve said,
Red Ink, Red Sweep
“It would just be remarkable if what came out of the tax debate next year
Corporate Equity Bid May Hit $1 Trillion In 2025
Who’s going to buy the stocks? Or, put differently, who’s going to buy stakes in
Bearish Tyranny
People think I’m a China bear. I’m not. I mean, I am in the sense
Inflows To Global Stock Funds Officially Surpass Half-Trillion For 2024
Last week’s equity flows story was all about emerging markets and, more to the point,
Mixed Signals From Xi’s Struggling Economy
There was good news and bad news for the Chinese economy on Friday. Let’s start
‘Everybody’s An Economic Populist Now’
I don’t want to dwell too much on hypothetical US election outcomes given the myriad
The End Of Yahya Sinwar
Three years ago, following nearly two weeks of intense clashes between Hamas and the IDF,
Spend It If You Got It!
Surprise! Americans are still spending. Or at least they were last month. A key underlying
Better Safe Than Sorry: ECB Delivers Third Rate Cut
As expected, the ECB cut rates for a third time on Thursday. The move, 25bps,
‘The Stock Selloff Is Canceled,’ Rubner Says
Looking for a simple bull case? Of course you are. Who’s going to turn down
Inequality’s A Very Big Problem, Albert Edwards Reckons
Albert Edwards suspects there may be “a big problem brewing for investors.” That’s not unusual.
Buckle Up For A 2.5% Stock ‘Crash’
It’s probably fair to suggest the unofficial “consensus” on Wall Street is year-end stock rally.
Smart Money Rules Out Recession. (SELL!)
If it’s contrarian “sell” signals you’re after, you could do a lot worse than professional
UK Catches Inflation Break, Teeing Up More BoE Cuts
There are fantastic things happening in the UK macro space. Did you hear? Headline inflation
‘A Falling-Rates Environment’
Should’ve bought last month! There’s a misconception out there among a lot of would-be American
Trump And I
Every now and again, I try to reason with readers who’re supporters of Donald Trump.
Delinquencies And Financial Death Sentences
The latest installment of the NY Fed’s monthly consumer poll was released on Tuesday. Who’s
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