There were “a range of views” among the seven Bank of England officials who voted
Author: therealheisenberg
Buy Gold To Hedge Republican Election Sweep, One Bank Says
Naturally, the GOP would have you believe that if Joe Biden’s reelected, or if Democrats
Roast Peasant
I suppose this goes without saying, but if you find yourself in Pyongyang begging for
Rate Cuts To Cool Inflation? Home Builders Say Yes
US home builder sentiment deteriorated to the worst levels of 2024 in June, according to
Rishi Gets 2%
Say congratulations to the UK: Inflation’s back to 2%. Headline CPI matched the Bank of
Jensen’s Juggernaut
Two sessions, two new all-time highs. In the first two frames of a split week,
Solving The Mystery Of America’s Dueling Jobs Surveys
There are any number of burning questions one could pose vis-à-vis the US labor market,
Goldman’s Hatzius Sees Tipping Point For US Labor Market
Everyone was wrong except Goldman. Goldman and Chris Waller. That’s not exactly how Jan Hatzius
US Shoppers Balk At High Prices
Retail sales in the US rose less than expected last month, this week’s only top-tier
$640 Billion Is Most Bullish Since Peak ‘Everything Bubble’
Fund managers are the most bullish since the height of the so-called “everything bubble.” That’s
‘Haves’-‘Have-Nots’ Divide Reaches Tipping Point, One Bank Warns
There’s a vociferous debate raging in the macro community where economists, technocrats and economists employed
Soft Landing Strip Now Very Narrow, Kolanovic Says
The landing strip’s narrow for Jerome Powell. That was one (familiar) message from JPMorgan analysts
De-Dollarization Delayed
The funny thing about the de-dollarization story is that it’s unequivocally false. I tried to
Rainbow Sprinkles
Morgan Stanley’s Mike Wilson sees a worrying sign. I suppose this goes without saying by
It’s (Still) Not Going Well In China
It’s not going well in China. Still. It’s still not going well in China. Beijing
Mega-Cap Versus Median
Mega-cap exceptionalism’s admittedly a tired topic by now, but then again, it’s the defining characteristic
France To The Right, UK To The Left
Two of the world’s preeminent democracies will hold pivotal elections in a mere three weeks’
Two Weeks In One
One way or another, this’ll be a two-day week for a lot of US market
Goldman Unveils Five New Scenarios For US Equities
In a best-case scenario, US equities could rise another 16% through year-end. That’s according to
A Tale Of Two Markets
US equity funds took in another $6.3 billion on net over the latest weekly reporting
France Staggers Toward Political, Financial Crises
Bruno Le Maire’s concerned. During an interview with Franceinfo radio, Emmanuel Macron’s finance minister took
America’s New Sales Pitch
Americans tend to take US “exceptionalism” in all its various manifestations for granted. Rarely do
Bad Vibes Continue In America Despite Record Stock Prices
US consumer moods deteriorated a third month in early June, the preliminary read on America’s
Summer Vol Bleed?
It’s probably fair to say US soft landing odds increased materially over the past several
We Have Your Money. And We’re Giving It To Ukraine.
On Thursday, G7 leaders agreed to a plan that would use investment returns on frozen
Fed Hawks Frozen As Producer Prices Fall, Jobless Claims Leap
There was more favorable inflation news out of the US on Thursday. 24 hours after
Six Reasons To Doubt The Fed Dots
The market doesn’t believe the Fed’s new dot plot. At the June FOMC, the Committee
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