The rebound on Wall Street dodged a bullet Friday, when stocks managed to avoid losses
Month: December 2022
What One Popular Strategist Sees For 2023
I’ve said it before, and there’s no telling how many more times I’ll say it
Payback And Back Pay
Big tech isn’t the US economy, folks. A few ostensible “experts” seemed surprised Friday by
Jobs Report Is (Very) Bad News For Fed
The US economy added more jobs than economists anticipated in November and wage growth rose
Macro Riddle Has Just One Solution
The recent rally in equities in part reflects the market front-running an eventual negative payrolls
This May Be Fed’s ‘Final Phase Shift’
On Thursday, in “Powell Didn’t Try To Kill The Rally. And That’s Notable,” I contextualized
Powell Didn’t Try To Kill The Rally. And That’s Notable
There wasn’t much America’s beleaguered technocrat in chief could’ve said differently this week to short
Good. Bad. What’s The Difference?
Bad news. Good news. What’s the difference these days? It’s hard to say in an
Same Picture, Different Data
The BEA handed markets a generally cooperative set of data on Thursday, one session on
Beloved Comrades
There’s a raging bull market in news out of China. Every day brings a new
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