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Day: September 19, 2022

Good Things Gone Bad

September 19, 2022September 21, 2022

For the longest time, the case for a “soft landing” in the US revolved around

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6 Comments on Good Things Gone Bad

JPMorgan, Kolanovic Still ‘Cautiously Optimistic’

September 19, 2022September 20, 2022

The run up in terminal rate pricing and accompanying increase in US real yields are

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Paulie Walnuts And The Triumphant Return Of Cash

September 19, 2022September 20, 2022

I left the car running. I always do. It’s still scorching hot around here, and

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15 Comments on Paulie Walnuts And The Triumphant Return Of Cash

US ‘Housing Recession’ Rolls On As Sellers Lose Stranglehold

September 19, 2022September 21, 2022

There’s “no sign” that America’s “housing recession” is abating. That’s according to Robert Dietz, chief economist

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4 Comments on US ‘Housing Recession’ Rolls On As Sellers Lose Stranglehold

Taiwan ‘Strategic Ambiguity’ Is Less Ambiguous All The Time

September 19, 2022September 26, 2022

I don’t know when “strategic ambiguity” turned into an unambiguous defense commitment, but the latter

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12 Comments on Taiwan ‘Strategic Ambiguity’ Is Less Ambiguous All The Time

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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

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June 30, 2023July 30, 2023

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