Thursday brought more tentative evidence to support the contention that the US labor market’s cooling.
Author: therealheisenberg
ECB Cuts Rates After Historic Hiking Cycle
The ECB on Thursday became the second G7 central bank in two days to cut
AI Isn’t A Bubble Yet, One Bank Says
There’s no shortage of bubble talk in 2024 and with Nvidia now more valuable than
Why A US Recession ‘Might Yet Arrive After All’
Albert Edwards suspects a US recession might be just around the corner. You could’ve written
Siren Songs Of Summer
“S&P 500 heads for record close as Nvidia soars, investors look for rate cuts,” read
Clandestine And Clumsy: Israel Botches Influence Operation Targeting Americans
Are you a prominent African American lawmaker on Capitol Hill? Are your social media posts
US Services Sector Heats Back Up, Defying Recession Narrative
Shelve the recession narratives: The linchpin of US economic growth held strong in May. A
‘Notable Pockets Of Weakness’ Spotted In US Labor Market
There are “notable pockets of weakness” in the US labor market, ADP said Wednesday, editorializing
American Middle-Class Abandons All Hope
I’m — umm — avowedly not a Republican. I assume most readers are aware of
Dead Canary
I don’t want to overstate the significance of any one data point or US macro
Modi Misses Mark
Markets, it would appear, are something less than efficient when it comes to pricing elections.
US Job Openings Tumble In Sign Of Labor Market Normalization
US job openings fell more than expected to reach a new three-year low in key
Here’s What Hedge Funds Are Up To
Regular readers are all too familiar with my opinion of hedge funds and active management
Biden Border Order Shows Politics Trumps Morality
It’s funny how all the high-minded rhetoric and pretensions to the moral high ground tend
Kolanovic: This Time’s Probably Not Different
JPMorgan’s Marko Kolanovic is… I don’t know, still bearish. Or still cautious. Not especially constructive.
Presidenta!
Continuity. For better or worse, that was the message from the largest election in Mexico’s
US Factory Surveys Diverge
The marquee gauge of US factory activity slipped further into contraction territory in May, the
War For Our Time
“You can sit somewhere in an office in Washington and have a cup of tea
US Jobs Report, ECB Rate Cut Take Center Stage
It’s a big week for macro. Fed officials and traders “flummoxed” by the US economy’s
Teflon Con
I was in a red state Costco when Donald Trump became a convicted felon on
US Stock Inflows Continue. Blue-Chip Debt Sales Near $800 Billion
If you were wondering — and I know everyone was edge of their seats —
Felonious Trump
Donald Trump’s guilty. Just in general, but also in the more narrow context of falsifying
Inflation Report Has Some Decimals
Not that anyone cared — caught up as the American media was Friday in a
The Regime Is Dead, Long Live The Regime
I’ve written voluminously on the growing impact of ballooning AUM for derivative income products. The
Is An Equities Vol Regime Shift In The Offing?
Don’t look now, but there’s a regime shift afoot in the equities index vol space.
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