It wasn’t what he said. It was what he didn’t say. Jerome Powell had an
Author: therealheisenberg
What Kashkari Knows For Sure That Just Ain’t So
Fed officials are uncomfortable with the combination of easier financial conditions and a red-hot US
What’s Really Behind The Tech Layoffs?
Much has been made recently of the apparent disparity between layoffs in the tech sector
An Atypical Development
I doubt markets will make much of this, but it was worth noting on Tuesday
Chasing The Price And Forgetting The Fundamentals
I’ve mentioned this on several occasions of late, but it’s worth repeating: Career risk is
No Pausing Down Under
Last week, the ECB and the Bank of England both tipped pauses in their respective
Japanese Workers See Biggest Pay Gain In Quarter Century
Early last month, I asked if the “permafrost” was finally thawing in Japan. Fast Retailing
Goldman Cuts US Recession Odds To 25%
Goldman was already on the low end of the range when it comes to recession
JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
“Chaotic.” That’s how JPMorgan analysts led by Marko Kolanovic described last week’s price action, torn
Terminal Correction
I have some potentially distressing news for those who might’ve gone all-in on the notion
Rally Music Or Siren Song?
Investors are getting “drawn in.” So said JPMorgan’s Mislav Matejka on Monday. “Drawn in” has
Is The Dow Trying To Tell Us Something?
Is the Dow’s relative underperformance versus the S&P in 2023 trying to tell us something
Chinese Aid For Russia Suggests Ukraine Is Deadly Dress Rehearsal
One — perhaps the — key geopolitical question in 2023 is whether Moscow is overplaying
2001, 2015, 2008, 2020 And Right Now
It’s not over yet, but with 70% of S&P 500 market cap having reported earnings,
