Call off the recession. Maybe. A key gauge of US services sector activity defied a
Month: August 2022
Fed ‘Will Get It Right,’ Bullard Says
The US isn’t in a recession, Jim Bullard told CNBC Wednesday. The labor market, he
‘You Are Here’: ‘Unstable’ Rally Confronts Perilous Seasonal
Fed officials put market participants on notice this week: There was no “dovish pivot” from
Pozsar: Powell Would Risk US Depression To Slay Inflation
Zoltan Pozsar has a subtle suggestion for those attempting to forecast inflation: Consider the possibility
‘Incredibly Uncomfortable’ Fed Hawks Circle Summer Stock Rally
“The Fed is in an incredibly uncomfortable position,” Nomura’s Charlie McElligott said Tuesday, amid a
The Kolanovic Factor
Whenever consensus turns even a semblance of cautious on equities and risk assets more generally,
US Job Openings Just Plunged. But Nowhere Near Enough
US job openings fell more than expected in June, but hires were mostly unchanged and
Zoltan Pozsar: ‘Welcome To The War Economy’
“Welcome to the war economy, where heads of state matter more than heads of central
A Bear Revisits August Of 2008
I think we all get the joke. Or jokes, plural. Earnings are managed, management isn’t
US Tech Rally Won’t Last, One Bank Suggests
If you’re searching for double-digit monthly rallies on benchmark equity indexes, a good place to
‘Wrong’ Trades And Bad Bets
We’ve done it. We’ve jettisoned the two-quarter recession definition. And it didn’t take very long,
If Goldilocks Were A Recession
Manufacturing activity expanded at the slowest pace in two years, the first of this week’s
China Is Probably In A Recession Too
The world’s largest economy is in a recession. Or not. It depends on who you
You must be logged in to post a comment.