Even after the worst week for US equities since early December, it’d be hard to
Author: therealheisenberg
‘Furious Invincibility,’ Furious Inflation
We withstand all threats, shelling, cluster bombs, cruise missiles, kamikaze drones, blackouts, and cold. We
US Inflation Accelerates, Spending Surges In Nightmare For Fed
Surprise! Americans spent more than economists anticipated last month, and inflation ran hotter than expected.
New US Home Sales Soar As Prices Plunge Most Ever
New US home sales surged in January and supply shrank, according to volatile data released
Junk Exodus!
If those calling for recession in the US economy are correct, it’s likely that high
The ‘Great Irony’ Of The Inflationary 2020s
“War, protectionism, de-globalization… higher inflation, higher rates,” BofA’s Michael Hartnett wrote. In the latest installment
China Releases Ukraine Peace Plan After Envoy’s Moscow Visit
Beijing has a plan. Just a day on from Wang Yi’s overtly cordial face-to-face meeting
What 0DTEs Are Doing To Markets
When I talk about “brave new markets,” I’m generally referring to market microstructure in general,
Why McElligott Doesn’t Fear ‘Volmageddon 2.0’ — Yet
Last week, one of the most recognizable names on the sell-side weighed in on the
Liquidity, Earnings And One Bear’s Big Disconnect
Over the past week (or two or three) market participants latched onto a narrative about
Meanwhile, Inside The Housing Bubble…
How large was the correction in the US housing market during 2022’s rapid run-up in
Cruel US GDP Revisions Are Cause For Angst
Historically, I haven’t spent a lot of time covering GDP revisions for the US economy,
Albert Edwards Echoes Wilson: Stocks In ‘Death Zone’
SocGen’s Albert Edwards agrees with Morgan Stanley’s Mike Wilson: US stocks are indeed in the
Overhyped Fed Minutes Fail To Impress
“Almost all” Fed officials backed a step-down to 25bps rate hike increments at this month’s
Zuckerberg To Cut ‘Thousands’ More Jobs: Report
Mark Zuckerberg’s “year of efficiency” is proceeding apace, apparently. Meta is gearing up for more
Comrades In Moscow
Wang Yi got his meeting with Vladimir Putin on Wednesday. Or perhaps it’s more accurate
The Search For Peak Rates Continues
Have “oblivious” US equities finally woken up to what’s going on in the rates complex
What The Fed Whisperer Is Reading This Week
I’ve said it before, and I’ll say it again: In my opinion, it’s not ideal
‘No Limits’
Just days after using the Munich Security Conference as a forum to deride the White
Why The Risk Of Profit Letdowns Has Never Been Higher
Never has the risk of downside earnings surprises from corporate America been greater. Or at
What Walmart And Home Depot Said About The Economy
Nearly two years on from the last round of stimulus checks, the US consumer has
Head-Spinning Regime Shift Feeds US Stock Fund Exodus
It’s always an open question whether flows follow performance or vice versa, but the prospect
US Home Sales Fall 12th Month. Prices Near Milestone Drop
Recently awakened animal spirits aren’t showing up in existing home sales just yet. A week
Putin Gives No Ground In Key Speech As War Enters Second Year
“They were the ones who started the war,” Vladimir Putin said Tuesday, during a marathon
Upbeat US PMIs Come With Ominous Warning For Fed
Economic activity in the US picked up markedly in early February, preliminary PMIs for this
Bears Pile On As Calls For Selloff Reach Fever Pitch
The vast majority of bank clients are confused about the resilience of stocks in 2023,
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