“Even though consumers remain relatively positive about the labor market, they still appear to be
Author: therealheisenberg
Bartender, Waitress Hiring Plunges In Otherwise Constructive US Labor Market Appetizer
Job openings fell in the US last month, but not by as much as economists
Former Bond Fund Manager Wonders Why Americans Don’t Just Buy A House Already
If you’re sitting on your hands waiting for a better time to buy a home,
‘Sick Man’ Germany Blights Decent Eurozone Growth
The sick man’s still sick. Europe’s largest economy contracted on both a QoQ and YoY
Treasury Cuts Borrowing Estimate Amid QT Taper: A Quick Word
The US government will sell less debt than expected during the current quarter, the new
America As Bizarro Iran
Two months ago, Samuel Alito was approached at a gala by a woman who suggested
Wilson Sticks To Big-Cap Bias Amid History-Making Small-Cap Rally
The dramatic rotations in US equities witnessed over the past couple of weeks are primarily
About China’s Silly Bond Bubble
China has a bond bubble on its hands. I’m not sure how interesting that is
‘Allocations Are Full’: Stocks Face End Of $300 Billion Money Spigot
Stocks might’ve stumbled recently, but inflows continue unabated. On net, anyway. Global equities headed into
Buckle Up: A Monumental Week For Macro Watchers Looms
This’ll be a huge week on the macro-market front. There’s a Fed meeting, of course,
BoE And BoJ In Focus On First Cut, Second Hike Speculation
The Fed’s not the only central bank game in town this week. In fact, the
What Not To Expect From The July FOMC Meeting
With apologies to Bill Dudley, the Fed isn’t going to cut rates this week. Dudley
Who’s Afraid Of The Big, Bad Tech Mini-Correction?
It says a lot about market psychology, and maybe even more about the generational composition
What The Vol Shock Hath Wrought
A couple of days ago, I noted that the reset higher in vol surely meant
It’s Nice To Own Stocks
If you were wondering, the final read on University of Michigan sentiment for July (released
As Obama Endorses Harris, Trump Struggles For New Attack Strategy
It took a while, but the Obamas got around to endorsing Kamala Harris. The five-day
Fed’s Preferred Inflation Gauges Generally Cooperate Ahead Of FOMC Meeting
The Fed’s preferred price gauges came in mostly as expected in this week’s final top-tier
Uncharted Territory
So… market concentration. It’s topical. And it’s extreme. It’s topical because it’s extreme. At this
Dog Days, August Bears
If you think flows, liquidity, market depth and positioning matter, the outlook for US equities
Return Of Yen-Sanity Sparks Chaos
The yen. It’s never complicated, but somehow it never ceases to confound. If it seems
Recession Spotters Frustrated Again As US Economy Outperforms
The US economy expanded at a much brisker pace than expected in Q2, according to
They’re Starting To Panic In China
There’s a little bit of panic going on in Chinese policy circles. When the PBoC
Wall Street’s Worst Day Of 2024 Could Be The Start Of Something
The Nasdaq 100 just had a very, very bad day. July 24 counted as the
‘Anything Can Happen’: Magnificent 7 Plunges
Big-cap US tech came into this week squarely on the back foot having traded meaningfully
Why Bill Dudley’s ‘Cut Rates Now’ Call Is A Non-Starter
You can’t say Bill Dudley wasn’t direct. “I changed my mind,” Dudley said Wednesday. “The
Netanyahu’s Election Interference
Accounts of Benjamin Netanyahu’s trip to the US this week were couched in uncomfortably similar
New US Home Sales Fall Again As ‘Skittish’ Buyers Balk
A day on from another lackluster read on existing home sales in the US, government
You must be logged in to post a comment.