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Day: July 27, 2022

You Have One Job

July 27, 2022July 28, 2022

“Restoring price stability is something we have to do,” Jerome Powell said Wednesday, during remarks

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6 Comments on You Have One Job

Trapped Fed Goes Big Again With Recession Looming

July 27, 2022August 2, 2022

The Fed hiked rates by the most since 1994 for the second consecutive meeting on

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15 Comments on Trapped Fed Goes Big Again With Recession Looming

A Sturdy Corporate America Defies Doomsayers. So Far

July 27, 2022July 27, 2022

The “profit reckoning” thesis is in jeopardy. Although a tsunami of key reports, including results

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2 Comments on A Sturdy Corporate America Defies Doomsayers. So Far

‘Tumbling Down’: Pending Home Sales Plunge, Mortgage Activity Evaporates

July 27, 2022August 1, 2022

Another day, another dour read (or two) on the US housing market. Pending home sales

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5 Comments on ‘Tumbling Down’: Pending Home Sales Plunge, Mortgage Activity Evaporates

Bear Market Rally: Who’s Buying And Who’s Not Selling

July 27, 2022July 28, 2022

Capitulation in equities is “only partial.” That was the message from Barclays at a critical

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11 Comments on Bear Market Rally: Who’s Buying And Who’s Not Selling

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  • What’s Behind The Bond Bear?

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  • Devil’s Bargains

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Week’s News

September’s Twin Stock, Bond Selloff Is Bitter Pill For Fed-Weary Markets

September 28, 2023September 30, 2023

Marko Kolanovic Conjures 2008 Crash With Striking Reprint

September 27, 2023September 28, 2023

China Has Evergrande, And Its Billionaire Founder, Under Control

September 27, 2023September 28, 2023

American Consumer Seen Stretched With Two-Thirds Of COVID Savings Gone

September 25, 2023September 28, 2023

What If Bonds Don’t Rally In A Recession?

September 23, 2023September 26, 2023

Most Read

  • Reading History
    Reading History
  • Fed's Core Inflation Gauge Cools Further As US Braces For Shutdown Data Blackout
    Fed's Core Inflation Gauge Cools Further As US Braces For Shutdown Data Blackout
  • September's Twin Stock, Bond Selloff Is Bitter Pill For Fed-Weary Markets
    September's Twin Stock, Bond Selloff Is Bitter Pill For Fed-Weary Markets
  • Wall Street Navigates Unfamiliar Waters In 'Higher-For-Longer' Regime Shift
    Wall Street Navigates Unfamiliar Waters In 'Higher-For-Longer' Regime Shift
  • Europe Gets Good Inflation News. With The Usual Caveats
    Europe Gets Good Inflation News. With The Usual Caveats

Recent Comments

  • WMD on Higher Interest Expense Finally Bites For Corporate America
  • derek on Higher Interest Expense Finally Bites For Corporate America
  • Mr. Lucky on Reading History
  • Mr. Lucky on September’s Twin Stock, Bond Selloff Is Bitter Pill For Fed-Weary Markets
  • WMD on Reading History

Monthly Letters

Devil’s Bargains

September 1, 2023September 1, 2023

Oblivion

July 30, 2023September 23, 2023

Holistic People

June 30, 2023July 30, 2023

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