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Month: March 2022

US Housing Bubble Tested As Mortgage Rates Go Vertical

March 31, 2022April 6, 2022

A few days ago, one regular reader ventured a quip about my (admittedly repetitive) characterization

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12 Comments on US Housing Bubble Tested As Mortgage Rates Go Vertical

Cartoon Tyrant

March 31, 2022April 1, 2022

One problem with spending decades cultivating fear among friends, foes and everyone in-between, is that

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7 Comments on Cartoon Tyrant

Goldman Has 7 Reasons Why Stocks Didn’t Crash

March 31, 2022April 1, 2022

Although the S&P just logged its first losing quarter since the onset of the pandemic,

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2 Comments on Goldman Has 7 Reasons Why Stocks Didn’t Crash

Biden’s ‘Shock And Awe’ Oil Gambit Faces Long Odds

March 31, 2022April 1, 2022

Frustrated by a recalcitrant OPEC and wary of ongoing, energy-driven inflation ahead of the US

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14 Comments on Biden’s ‘Shock And Awe’ Oil Gambit Faces Long Odds

America’s Spendthrifts Stare Down Inflation Dragon

March 31, 2022April 3, 2022

Real personal spending fell twice as much as expected in the US last month, underscoring

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8 Comments on America’s Spendthrifts Stare Down Inflation Dragon

Bassman: Fed ‘Backed Into A Corner’

March 30, 2022March 31, 2022

Long-term US rates at ~2.50% are not consistent with ~5% inflation unless the Fed invokes

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6 Comments on Bassman: Fed ‘Backed Into A Corner’

These ‘Crucial’ Levels Matter Most In News-Driven Market

March 30, 2022March 31, 2022

In early February, one bank’s equity derivatives team suggested market participants were assigning too much

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1 Comment on These ‘Crucial’ Levels Matter Most In News-Driven Market

In Germany, Inflation Just Flew Off The Charts

March 30, 2022April 3, 2022

German inflation accelerated at the fastest pace in decades in March, preliminary figures released on

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1 Comment on In Germany, Inflation Just Flew Off The Charts

US Private Sector Hiring Was Robust In March

March 30, 2022April 3, 2022

Private sector US employers added 455,000 jobs in March, ADP said Wednesday. It was a

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6 Comments on US Private Sector Hiring Was Robust In March

‘No Breakthrough’

March 30, 2022March 31, 2022

Peace talks in Istanbul yielded “no breakthrough,” the Kremlin said Wednesday. Lots of work remains

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8 Comments on ‘No Breakthrough’

Revenge Of The Meme Stock Mania

March 29, 2022March 30, 2022

Late last week, Goldman noted that retail investor activity was picking back up, with animal

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7 Comments on Revenge Of The Meme Stock Mania

As 2s10s Inverts, Dudley Says US Recession ‘Inevitable’

March 29, 2022March 30, 2022

Two days ago, in “Fatalism Sets In As Curve Starts Recession Clock,” I wrote that

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16 Comments on As 2s10s Inverts, Dudley Says US Recession ‘Inevitable’

Wage-Price Spiral Beckons As Americans Quit By The Millions

March 29, 2022April 13, 2022

Job openings barely budged and the quit rate rose in February, closely watched data out

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7 Comments on Wage-Price Spiral Beckons As Americans Quit By The Millions

Inflation Goes From ‘Nonissue’ To National Obsession In Six Months

March 29, 2022April 3, 2022

A gauge of US consumer confidence improved in March despite — and I don’t know

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3 Comments on Inflation Goes From ‘Nonissue’ To National Obsession In Six Months

McElligott On ‘Burning’ Macro And Stocks ‘Just Winning On All Fronts’

March 29, 2022March 30, 2022

“Stuff is breaking,” macro assets are chaotic and “burning,” but “goofy-ol’” stocks continue to press

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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

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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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