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Day: July 29, 2022

Squeezes And Pivots

July 29, 2022July 31, 2022

The nascent recovery in beleaguered stocks is rational, but if you ask one popular sell-side

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3 Comments on Squeezes And Pivots

Workers Drown Despite Hottest Wage Growth On Record

July 29, 2022August 1, 2022

Consumer psychology improved in the back half of July, a revised read on a key

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6 Comments on Workers Drown Despite Hottest Wage Growth On Record

Fed Losing Control, Unruly Wage, Price Data Screams

July 29, 2022August 5, 2022

A closely watched measure of worker compensation rose more than expected in the second quarter,

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7 Comments on Fed Losing Control, Unruly Wage, Price Data Screams

Disastrous Inflation Overshadows Stale European Growth Surprise

July 29, 2022August 1, 2022

Inflation in Europe rose more than expected in July, preliminary data out Friday showed. It

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3 Comments on Disastrous Inflation Overshadows Stale European Growth Surprise

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 6, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 6, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

Job Openings Surge In Body Blow To US Soft Landing Hopes

February 1, 2023February 4, 2023

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

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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