Albert Edwards’s tech “crash” call isn’t looking too shabby three weeks later. Or not too
Author: therealheisenberg
Remain Calm: Buffett Goes To Cash
Regular readers know I have a hard time feigning interest in what Warren Buffett’s doing
Shell-Shocked Stocks Confront 2024’s First Real Deleveraging Event
Weary market participants hungover from one of the more rollicking stretches in recent memory get
Wilson Flags Consumer Strains, Stock Downside On Revisions Disconnect
Just how weak is the American consumer? That’s what Morgan Stanley’s Mike Wilson wants to
#Sahm Sparks Market Pandemonium
If there was a silver lining in an otherwise bad week for equities and risk
Buy The Dip Or Sell The Cut?
Did you buy the dip? US equities will head into a very challenging seasonal down
Vol Complex Goes ‘Bonkers’ Into Stock Plunge
“Vol of vol never lies,” Nomura’s Charlie McElligott said Friday, as the VIX squeezed higher
Stark Raving Mad: US Rates Go Wild On Fed-Cut Bets
As you might imagine given the mood (read: blood) on Wall Street and the blaring
Catastrophizing Begins As Wall Street Bleeds Out
Stocks suffered some — ummm — losses in the wake of Friday’s US jobs report.
Trigger Warning! Sahm Siren Blares Across Markets
The US economy added far fewer jobs than expected in July and the unemployment rose,
Japan’s Epic Stock Rally Collapses In $600 Billion Wipeout
$600 billion. That’s how much value disappeared into thin air in Japan over the past
Amazon Comes Up Short. Apple’s Fine
Amazon reported sales for Q2 that missed estimates on Thursday afternoon in the US. The
Bad News Is Bad News
Bad news was just bad news on Thursday in the US. A jump in jobless
Should’ve Cut! US Manufacturing Waylaid As Jobs Gauge Plunges
The Fed should’ve cut rates this week. I’m just kidding. But that’s what some folks
Fed Doves Get More Evidence As Jobless Claims Jump, Labor Cost Growth Slows
Market participants already convinced of a September rate cut from the Fed were handed more
Bank Of England Turns The Page
The Bank of England turned the page on an extraordinary (and extraordinarily painful) chapter in
Zuckerberg Sells The AI Dream
Mark Zuckerberg knew just what to say to placate investors concerned about the temporal gap
Nvidia Gets Weird
On several occasions this year, I suggested we may be approaching a kind of market
A Balanced Assessment
“A cut could be on the table at the September meeting,” Jerome Powell said Wednesday,
Fed On Hold, Nods To Softer Jobs Market, Inflation Progress
The Fed kept rates on hold as expected Wednesday. Notwithstanding the exhortations of Bill Dudley
False Dawn? US Pending Home Sales Jump
Guess what? Contract signings in the US housing market picked up smartly last month. That’s
Fed Gets More Good News As Key Comp Cost Measure Recedes
The rate of compensation cost increases was slower than expected in Q2, a closely-watched update
Labor Market ‘Playing Along’ With Fed, ADP Update Suggests
Private sector employers in the US added 122,000 jobs in July, ADP said Wednesday. That
In Wild Escalation, Israel Assassinates Ismail Haniyeh In Iran
When an Israeli airstrike killed high-ranking Hezbollah commander Fuad Shukr in a Beirut suburb on
Japan Braves Another Rate Hike
Well, they did it: The Bank of Japan hiked rates for the second time in
Fuad Shukr, Signing Off
Defiant rhetoric and obstreperous threats aside, Iran can’t go on like this. On Tuesday night
‘Inline Is Not Good Enough’: Microsoft’s ‘Solid’ Quarter Scrutinized
Microsoft reported overall sales and cloud revenue that basically matched estimates on Tuesday afternoon in
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