The UK will hold general elections on July 4 which seems — I don’t know
Author: therealheisenberg
Rejoice. Despair. The Homes Keep Appreciating
Rejoice current US homeowners: Median home prices hit a new April record last month, near
A Nasty Inflation Surprise
There was “nasty” inflation news on Wednesday and it prompted a “huge” move in bond
There’s More To The Nvidia Story Than Nvidia
On the eve of Nvidia’s Q1 report, billed as another “make or break” moment for
The Macro-Policy Path To SPX 6350
Everybody knows what could go wrong, right? If not, allow me. Monetary policy’s “long and
‘Something Far More Convex’
Hopefully, most readers can recite some version of the flat skew narrative from memory by
Palace Intrigue And The Khamenei Succession Question
I harbor a deeply-ingrained aversion to conspiracy theories. By nature, conspiracy theories are wrong far
Nosebleed Risk Appetite May Impose ‘Speed Limit’ On Stocks: Goldman
“Maybe.” “Might.” “Possibly.” “Could.” And especially “in our view.” Every sell-side research note contains one
Marko Kolanovic Isn’t Budging
On Monday, Wall Street’s most prominent bear adopted a relatively constructive take on US equities.
Stocks Could Soar, Might Plunge, Will Probably Stay Put: Wilson
If you ask me, the most interesting aspect of Mike Wilson’s 48-page mid-year US equities
For Iran, What Now?
“All the bodies were recognizable despite their burns,” Mohammad Hassan Nami, head of Iran’s Disaster
Arresting Developments
“Are you Benjamin Netanyahu?” “Maaaaybe. Who wants to know?” It’s not funny. But on the
Breaking Bear News…
I’m supposed to make a big deal out of Mike Wilson’s new price target for
Ebrahim Raisi, Iranian President, Killed In Helicopter Crash
Deservedly or not, the Iranian government’s suffered its share of high-profile casualties over the past
Fate Of The World, Weight Of The Rally Rests With Nvidia
A dearth of top-tier US data releases and the proximity of Memorial Day could make
‘The Path Of Zealots’
Call it a power play, opportunism or whatever you want to call it, but Benny
Fed Chatter, UK Inflation In Focus Amid Sparse Macro Calendar
The first thing you should know about the week ahead is that the list of
‘Magnificent 7’ Nickname ‘Needs To Be Retired,’ Goldman Says
Earnings season’s all but over in the US with a notable exception: Nvidia. So, reporting
Who Wants These Bonds?
Bonds. Nobody wants them. I shouldn’t say nobody. Maybe Lacy Hunt wants them. Or Albert
Inflows To US Stocks Accelerated During S&P’s Summit Push
Four straight weekly gains, four straight weeks of inflows. That was the story for US
Xi’s ‘Two-Speed Recovery’ Is Another Geopolitical Flashpoint
The Chinese economy’s in a pretty tough spot. Maybe you noticed. Sweeping measures unveiled Friday
China Drops Mortgage Rate Floor, Rolls Out Home-Buying Scheme
China’s finally getting serious about rescuing the country’s beleaguered property market. On Friday, more than
Money Fund AUM Rises Further Above $6 Trillion, Nearing Record
US money market funds saw inflows for a fourth consecutive week, pushing total assets further
‘A One-Way Equities Index Vol Destruction Event’
It doesn’t pay to be long vol. The opposite, in fact. For a fleeting moment
Approximations And Abstractions
By now, most regular readers know how I feel about macro aggregates: They’re largely meaningless.
Pet Appreciation Day
“We are working in solidarity on the formulation of a more just and democratic multipolar
US Homebuilders Are Out Of Patience
Given the trajectory of US homebuilder sentiment (which stalled in April and deteriorated in May),
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