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Day: January 15, 2021

Leaving Washington

January 15, 2021January 17, 2021

What a week it was. US equities fell Friday, amid dour retail sales and doubts

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4 Comments on Leaving Washington

Can Economies Be Both Too Hot And In Recession?

January 15, 2021January 18, 2021

Joe Biden’s stimulus proposal “is a big package,” the Boston Fed’s Eric Rosengren said Friday.

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10 Comments on Can Economies Be Both Too Hot And In Recession?

A Deadly Cocktail (But The Factories Are Ok)

January 15, 2021January 15, 2021

At least the manufacturing sector is holding up. On a day when retail sales posted

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1 Comment on A Deadly Cocktail (But The Factories Are Ok)

Surprise! Retail Sales Are Total Debacle

January 15, 2021January 17, 2021

Late last week, when December payrolls showed the leisure and hospitality industry shed nearly a

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3 Comments on Surprise! Retail Sales Are Total Debacle

What, No Champagne? Markets ‘Remarkably Indifferent’ To $2 Trillion Biden Plan

January 15, 2021January 16, 2021

As soon as Joe Biden finished speaking on Thursday evening (and even before he started),

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3 Comments on What, No Champagne? Markets ‘Remarkably Indifferent’ To $2 Trillion Biden Plan

JPMorgan Beats Helped By Reserve Release, But Dimon Delivers Caveats, Warnings

January 15, 2021October 13, 2021

JPMorgan kicked off earnings season Friday, with Wall Street’s five largest banks on track to

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1 Comment on JPMorgan Beats Helped By Reserve Release, But Dimon Delivers Caveats, Warnings

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 7, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

Most Read

  • Terminal Correction
    Terminal Correction
  • Three Stories For 2023's Everything Rally
    Three Stories For 2023's Everything Rally
  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is The Dow Trying To Tell Us Something?
    Is The Dow Trying To Tell Us Something?
  • 'Nuanced'
    'Nuanced'

Monthly Letters

Exiles On Main Street

February 4, 2023February 4, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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