If you’re curious — and I know you were! — global equity funds just enjoyed
Author: therealheisenberg
Rate Cuts Are Coming
Jerome Powell’s keynote address in Jackson Hole was overtly — unequivocally, deliberately — dovish. No
Powell Emphatically Dovish: Fed Now Focused On Protecting Labor Market
“The time has come for policy to adjust,” Jerome Powell said Friday, during a hotly-anticipated
Big Box Sales Boom
Sales of newly-constructed, cookie cutter, Hardie board boxes rose sharply in America last month, volatile
Rate Cut Parties, CRE Slow-Burns And Recession Canaries
The Fed’s “loath to impose” reality on liquidity takers. So said BofA’s Jared Woodard, channeling
Money Fund Assets Scale New Peak Amid $100 Billion Month
US money market funds took in another $25 billion in the week to August 21,
A Big Source Of Systematic Stock-Buying Is Back. Will It Matter?
This’ll seem a bit repetitious to some readers, but it’s worth another mention: Vol control
Nobody’s Selling, Nobody’s Buying In America’s Frigid Resale Housing Market
Sales of previously-owned US homes rose for the first time in months, but the pace
Fed’s Soft Landing Story ‘Less Convincing’ Under The Surface, Uneven PMIs Suggest
US services sector activity expanded at a solid pace while manufacturing contracted early this month,
US Jobless Claims Unmoved Amid Labor Market Quandary
US jobless claims were a non-event. Again. If you were looking for evidence to shift
Is ‘The Whole Economic Edifice’ About To ‘Fall Apart’?
There’s something a bit strange about suggesting market participants are nervous. After all, we’ve just
‘Several’ Fed Officials Would’ve Supported A Rate Cut Last Month: FOMC Minutes
“Many participants noted that reported payroll gains might be overstated,” an account of the July
US Jobs Growth Hit With Huge Downward Revision
US jobs growth was likely far weaker than originally estimated in the year to March,
Mortgaging Millions
The rate America’s legions of frustrated renters would hypothetically pay to finance homes that’ve shot
Are Stocks Primed For A New ‘FOMO Chase Melt-Up’?
Wall Street snapped its best win streak of 2024 on Tuesday, when the S&P slipped
Are Betting Markets Mispricing The September FOMC Meeting?
The size of next month’s rate cut from the Fed depends almost entirely on the
The Mechanics Of A History-Making Market Turnaround
By now, regular readers are well apprised of the extent to which the August “whiplash”
China’s Property Crisis Reaches Tipping Point As Xi Green-Lights Price Wars
China’s letting the market determine the clearing price for new homes. That’s a new idea
‘Straight Cash Homie’
As anyone who keeps tabs on markets is aware, inflows to cash are largely unabated.
Sequencing S&P 6,000
There’s a tactical opportunity to buy the dip between now and the September FOMC meeting.
Goldman’s Rubner Sees Dip-Buying Window In ‘RINO’ US Equities
“This is a no rules market,” Goldman’s Scott Rubner said Monday, writing from West Palm
‘Bad Is Bad,’ ‘Good Is Good,’ Mike Wilson Says
Bad news became bad news early this month. Maybe you noticed. In a world where
Aftershocks: Crowded US Tech Stocks, Yen Still Pose Risk To Markets
Is it over? The (growth) scare and the (vol) shock, I mean. In some respects
What Usually Happens When Fund Managers Are This Worried About Fed Policy
Pros are more convinced than ever that monetary policy’s too restrictive. That was one of
JPMorgan Identifies ‘Point Of No Return’ For Stocks After Selloff ‘Dress Rehearsal’
When should you throw in the towel on the equity rally? Not on August 5,
There’s One Helluva Disconnect Buried In Wall Street’s 2025 Profit Forecasts
A few days ago, I revisited “the enduring paradox” of an equities bull case built
Eyes On Jackson Hole As Powell To Confirm First Fed Cut
Jackson Hole’s on deck. That’s pretty much all you need to know about the third
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