New construction activity in the US rebounded last month from what, as initially reported anyway,
Author: therealheisenberg
‘Geopolitical Conflict’ Is Top Worry For Fund Managers
For the first time in six months, higher inflation and the monetary policy implications of
Iran Wanted To Assassinate Trump Too
Just after noon on November 2, 2018, Donald Trump did a silly thing. In what
In US Equities: Regime Change Or Positioning Squeeze?
The rotation hype escalated on Tuesday, when US small-caps yet again stole the show. I’ve
Melt-Ups, Crash-Downs And Close Calls
If you’re curious, the realization of a latent, mechanical equities bid from vol control cohorts
Reports Of American Consumer’s Demise Were Greatly Exaggerated
It was another rough day for macro forecasters. Actually, wait. The joke’s on me. And
BofA’s Equities Business Stands Out Again. NII To Rise In H2
Net interest income at Bank of America slipped on a YoY basis for the second
Is The Rotation For Real?
Is the rotation for real? That’s one key question for equity investors going forward. As
Heir Apparent
Trump-Vance. That’s the ticket. To where I don’t know. Like a lot of Donald Trump’s
Trump Dodges Another Bullet As Cannon Kills Documents Case
Donald Trump dodged a bullet. [Looks around at the audience. Waits. Crickets. Waits. Still crickets.]
Pointless Powell Cameo Produces Nothing Of Substance
A series of benign reads on price growth in the US added incrementally to the
Jury’s Still Out On David Solomon’s Goldman
Oddly enough, Goldman didn’t capitalize on the beginnings of an IB renaissance in Q2. Or
China’s ‘Shocking’ Domestic Slowdown Stuns Economists
When it comes to “strategic competition” between the world’s two largest economies, Xi Jinping’s doing
Trump’s Odds, Stocks And The Grover Cleveland Analogue
Prediction market odds took another turn in favor of Donald Trump in the wake of
Live By The Gun…
It’s “too soon,” I suppose, to state the obvious, but I’ll do it anyway: Donald
Crowded Macro Agenda Takes Backseat To US Political Melee
Needless to say, macro news and market coverage will take a backseat in the coming
‘Martyr’ Trump Survives Assassination Attempt
“Let me get my shoes,” said Donald Trump, calmly under the circumstances. His coiffed pompadour
Israel Takes Another Shot At Mohammed Deif
Israel tried to kill Mohammed Deif on Saturday. Again. It was unclear, initially anyway, if
Stock Funds Pass Quarter-Trillion Inflow Mark For 2024
If you’re keeping track at home, global equities just posted their sixth consecutive weekly gain.
Is It Time For The Long Bond?
The stars may be aligning for the unloved long-end. That’s according to BofA’s Michael Hartnett
US Consumer Sentiment Drops Again On Inflation ‘Objections’
Consumer sentiment in America “remains stubbornly subdued.” That’s how survey director Joanne Hsu described another
Reheat? US Producer Prices Unexpectedly Warm Up
Re-cork the champagne? 24 hours after blessing the Fed with the most favorable read on
Dimon Rings Up Record Profit On One-Off, Equities, IB Recovery
The IB slump’s over. I guess. JPMorgan’s dealmakers dialed up $2.46 billion in revenue during
Biden In The Balance
“He is our president, he is our nominee and he will be our president again
A Broader Bull May Be No Bull At All
I don’t know if I’d call it a “consensus” narrative exactly, but a popular take
Here Come The Cuts
In a mid-week note, BMO’s Ian Lyngen and Vail Hartman said Thursday’s US CPI report
US Inflation Finally Relents. September Fed Cut All But Assured
Jerome Powell and his colleagues had reason to celebrate on Thursday. US inflation came in
You must be logged in to post a comment.