Manish Kabra’s reign as Wall Street’s biggest stock bull lasted as long as Savita Subramanian’s.
Author: therealheisenberg
What The Hell’s Going On With Gold?
Gold was in the headlines on Monday. Still. It was still in the headlines. Atahualpa’s
Who’s Winning The 2024 Flows Race?
2024’s on track to be a banner year for money market fund inflows. But you
US Inflation Cliffhanger Headlines Big Week For Markets
It’s CPI week in the US. [Insert ominous cliché] Wednesday’s release isn’t the last inflation
ECB, China, Bernanke BoE Review Top Global Macro Agenda
An update on US inflation and the start of earnings season for corporate America will
Bits, Bytes And Bubbles
A few days ago, I explained why the AI “bubble” label may be a misleading
Earnings Season’s Here! What To Expect From Corporate America
Earnings season’s here! Who’s excited? If your hand’s raised, you need to get out more.
Behold: The Great Golden Disconnect
Gold’s an inverse real yields play. Everyone knows that. It’s axiomatic. If you’re not enamored
Trillions Sits Out Stock Rally As Money Fund AUM Balloons
When will money market funds start to drain? I’m a little weary of that question
Another Barnburner: US Labor Market Steams Ahead
Stop me if you’ve heard this intro before: The US economy added far more jobs
I Thought I Saw A Terrorist
The Israeli military’s “deeply” sorry for killing seven food volunteers in Gaza earlier this week.
Money Market Fund Assets Surge Back To Record High
Money market funds snapped a “streak” of redemptions in the week to April 3. Emphatically.
Not Cutting It?
The Fed may not cut rates this year. So intimated Neel Kashkari on Thursday, when
Why The ‘AI Bubble’ Label Is Misleading
Given the ubiquity of the “Magnificent 7” in market discourse, the prevalence of bear narratives
Searching For America’s Missing Recession
It’s hard to make a recession case for the US economy. Mostly because the US
Netanyahu’s An Intolerable Liability. Biden Should Cut Him Loose
I’m sure it occurred to Benjamin Netanyahu that bombing the Iranian embassy in Damascus had
Immigration, Inflation And R-Star
Walling off America to immigrants is a bad idea. Unless you’re a Native American in
Powell Says Neutral Rate Doesn’t Matter Today. He’s Wrong
The r-star discussion, which is to say the debate about where interest rates should be
Fault Lines
I’m not a seismologist. In fact, I’m not a scientist of any kind, unless you
Key US Services Price Gauge Falls To Four-Year Low
Markets needed an offset on Wednesday. According to ADP, the annual rate of pay growth
Uh-Oh: Job-Switcher Pay Explodes Higher In Hot ADP Report
US private sector employers added 184,000 jobs in March, far more than expected, ADP said
Tesla Delivers A Buzz Kill
Reluctant as I am to chase Tesla headlines, I’m compelled to mention the company’s delivery
If Past Is Precedent
In light of equities’ stellar YTD performance, and considering rampant speculation that a correction’s not
Stocks May Face Come-To-Jesus Moment In US Jobs Report
Early this week, I suggested US equities might be disquieted by a backup in rates
Israel, US Dismantle Soleimani Network In Shadow War With Iran
Even before this week’s strike on its embassy in Damascus, Iran’s losses were mounting. Beginning
Fed’s ‘Immaculate Disinflation’ Intact, But Stalled
There were 8.756 million open jobs across the world’s largest economy on the last business
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