It’s clear enough that previously “oblivious” equities reached the limit this month in terms of
Author: therealheisenberg
Israel Strikes Iran, Pushing Mideast To The Brink
Less than a week after intercepting an unprecedented barrage of drones and missiles launched by
Reserves Plunge, Money Funds Hit With Exodus On Tax Payments
I hesitate to offer a money market fund flows update this week for what I
Netflix Delivers Another Big Subscriber Beat, Will Stop Reporting Key Metric
The bar was high for Netflix headed into Q1 results this week. The stock was
Our Currency’s Still Your Problem
“The USD ‘wrecking ball’ is again the world’s problem,” Nomura’s Charlie McElligott said Thursday. A
US Home Prices Scale New March Record As Affordability Crisis Spirals
Existing home sales retreated as expected in March, snapping a two-month run of gains. That’s
Albert Edwards Says China’s Deflation Problem Needs More Attention
If you ask SocGen’s Albert Edwards — a man who knows a thing or five
The ‘Radical’ Economic Theory Taking Markets By Storm
Earlier this week, a reader asked for my opinion on a “heretical” notion: The idea
They Rang A Bell
I say this all the time and now seems like a good time to reiterate
Kolanovic, Fund Managers Share Bullish Commodities View, Bond Caution
They’re loving commodities these days. The bonds, not so much. “They” are fund managers. Specifically
Highest Mortgage Rates Of 2024 May Be Pulling Demand Forward
Earlier this week, while editorializing around what I (maybe hyperbolically, maybe justifiably) described as an
6% Services Inflation Vexes UK As Sunak Looks For ‘Feel-Good’ Rate Cuts
Sticky inflation’s not just a US problem. Services sector price growth in the UK remained
Powell Insists Fed Policy’s ‘Restrictive.’ Critics See A Man In Denial
The tedium of central banker soundbites on Tuesday was a bit grating. I wouldn’t call
Plunging Cash Levels Sound Alarm For Suddenly Shaky Stock Rally
Don’t look now, but fund manager cash levels are on the brink of triggering a
‘Fully Bully’ Fund Managers, Optimistic IMF Defy ‘Gloomy’ Global Prophecies
Fund managers were the most bullish in more than two years early this month. Just
Awful New Construction Data Underlines Enduring US Housing Dilemma
The US housing market remains stuck in a kind of limbo. The pace of new
Bank Of America’s Traders Boast Best Quarter In Years
Bank of America on Tuesday turned in decent results that beat where it counted, although
China GDP Beat Marred By Woeful Retail Sales Miss
The good news is, the Chinese economy expanded more quickly than anticipated in Q1, if
Wilson Sees Turning Point. Says ‘Rates Matter For Stocks Again’
Stocks are concerned about rates again. That’s according to Morgan Stanley’s Mike Wilson. Mike’s a
The Mighty Bull Staggers: War Worry, Fed Angst Undercut Rally
Markets were jittery on the heels of a weekend defined by terrifying headlines out of
Bear Spots ‘Classic Crowding Out’ In Juiced-Up US Economy
One of several recurring themes in this year’s notes from Morgan Stanley’s Mike Wilson is
Anatomy Of Wall Street’s ‘Full-Blown War Freakout’
Late last week, I noted that war risk became real for markets. Briefly. It became
US Economy Hot As A Pistol, Retail Sales Beat Suggests
The neutral rate’s higher! Shouted a very strong read on US retail sales to a
Goldman Remembers How To Mint Money
Did Goldman just rediscover the magic? Wall Street’s most “revered” firm turned in a set
China GDP Unveil Tops Macro Agenda As Traders Eye Geopolitics
Headlines will revolve around geopolitics in the days ahead for obvious reasons, but a crowded
Regime Maintenance
In the hours after Iran’s Monty Python French taunter-style “counterattack” against Israel, everyone with a
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