The good news is, it’s difficult to imagine the back half of 2022 being worse
Month: June 2022
US Recession Die NowCast
The world’s largest economy is in a recession. Sort of. The Atlanta Fed’s GDPNow tracker
A ‘Brutal,’ ‘Pick Your Poison’ Moment
The market knows. Traders are wise to the unenviable task confronting monetary policymakers, who, lacking
Soft Landing Odds Slip Away As Consumer Spending Fades
Personal spending rose half as much as expected in the world’s largest economy last month,
Germany Faces Full-On Crisis As Uniper Looks At Bailout
Germany’s worsening energy crunch was back above the fold on Thursday, after Uniper withdrew its
Wages, Prices And A System In Crisis
Alarmist “wage-price spiral” rhetoric is a fixture of the economic news cycle in 2022. Scarcely
The Scientists Of Sintra
The world’s most powerful central bankers traveled to Portugal this week for the ECB’s annual
‘Actual Damage’
There was a “clear change of heart” among G10 central bankers late last month, TD’s
Between The Lines
Longer-term inflation expectations are rising, and the Fed can’t afford to be complacent about it.
Pollyannas Vs Chicken Littles: The Great American Profit Debate
Are company analysts Pollyannas or are macro-minded strategists Chicken Littles? That’s becoming one the most
Under The Shadow Of Stagflation
America is experiencing an acute crisis of confidence. As discussed here at some length last
‘Inflation Isn’t A Random Walk,’ Popular Strategist Reminds You
“We all get the joke,” Nomura’s Charlie McElligott wrote Tuesday. He was referring to the
US Home Prices Refuse To Cool
The annual pace of US home price appreciation hit a new record in April, according
One CIO Is ‘Horrified’ At Analysts’ Profit Complacency
“Economists have begun to cut their top-down economic forecasts for GDP, and yet fundamental company
Bull In A China Shop
“This sends the signal that the economy comes first,” a Guangzhou-based investor said Tuesday. “This”
Why The Stock Selloff Will Resume
Be careful, it could be a trap. That’s one way to read the latest from
Stubborn US Economy Won’t Go Gentle Into That Good Night
Every day it’s the same story. Or, rather, the same question: Is good news bad
Bear Market May Take Short Summer Vacation
If this week turns out to be anything like last week for US equities, it’ll
Inflation Blame Game: Whose Fault Is This Really?
There’s no shortage of debate around the relative wisdom of deploying draconian rate hikes to
Russia Defaults. Nobody Cares
Three years ago, when Donald Trump sanctioned Ayatollah Khamenei, I described the decision as “about
Crisis-Weary Fed Has 9%-Tall Mountain Left To Climb: Quant
Jerome Powell is a victim of circumstance, a golfer who “can’t putt,” a professional fall
2022 Rivals 2008 For Suddenly Wild Bond Market
“Keep those seatbelts fastened,” TD’s Priya Misra said, in a note documenting this year’s fireworks
‘All That Matters’
A raft of data and a dash of Fedspeak should help traders refine the macro
The Stark Reality Of Modern Stock Market Rallies
If you’re concerned that households, by far the largest owners of the US equity market
America Has An Existential Credibility Problem
The Supreme Court overturned Roe v. Wade on Friday, exacerbating a national firestorm and deepening
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