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Day: September 27, 2022

Sabotage

September 27, 2022October 3, 2022

If there were any lingering doubts as to whether something akin to a worst-case scenario

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15 Comments on Sabotage

US New Home Sales Stage Black Swan-Style Surge

September 27, 2022September 30, 2022

Markets were treated to another black swan-type event Tuesday, courtesy of a wholly anomalous beat

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11 Comments on US New Home Sales Stage Black Swan-Style Surge

Pace Of US Home Price Gains Downshifts Most Ever

September 27, 2022September 28, 2022

Home prices posted a smaller-than-expected annual gain in July, according to one closely watched gauge,

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1 Comment on Pace Of US Home Price Gains Downshifts Most Ever

Summers On UK: ‘I’m Surprised We Haven’t Heard From The IMF’

September 27, 2022September 30, 2022

Don’t give Larry Summers an easy target. In the immediate (and extremely chaotic) aftermath of

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2 Comments on Summers On UK: ‘I’m Surprised We Haven’t Heard From The IMF’

Pressure Cooker

September 27, 2022September 28, 2022

“You’re not leaving much time to sort of look at each monthly release,” Charles Evans

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11 Comments on Pressure Cooker

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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  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is 'American Utopia' A Macro Illusion?
    Is 'American Utopia' A Macro Illusion?

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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