Will there or won’t there be a rotation out of money market funds and into
Author: therealheisenberg
A Milestone Abstention
On Monday, Washington sent an unequivocal message about America’s commitment to safeguarding innocents caught in
Drill It Up, I Say
A couple of days ago, over a french press (mine) and a Mich Ultra (his)
New US Home Sales Slip, Prices Fall Amid Signs Of Normalization
New home sales unexpectedly fell last month, the first of this week’s notable data out
Stop Me If You’ve Heard This Before
Markets, and particularly equities, built in “great expectations” over a five-month rally that found global
Corporate Bid Still Only Game In Town For US Equity Demand
Who’ll be the biggest buyer of US equities in 2024? If you said “Well corporations,
US Inflation Update To Show Stalled Progress In Holiday Week
It’s a holiday week in the US, but the schedule’s pretty full and includes an
Goldman: S&P Could Soar To 6,000 This Year. Or Dive To 4,500
The S&P hit Goldman’s year-end target last week. So, nine months early. The (very short)
Escape To Ukraine?
As with anything that happens inside Vladimir Putin’s Russia, the March 22 massacre at Crocus
In Moscow: Murder
On March 7, the US Embassy in Moscow issued a security alert. “The Embassy is
After Attack On Ukraine Energy Infrastructure, Russia Issues Thinly Veiled Threat
Russia’s “in a state of war,” according to Vladimir Putin’s long-time spokesman. No sh-t, you
Cash For Stocks!
One of the pressing questions headed into 2024 was this: What’ll become of the $6
Leave The Stocks, Take The Gold
On the heels of a blockbuster inflow the prior week, US equity-focused ETFs and mutual
The ‘DNA’ Of The ‘New Everything Bull’
Global equities were on track for their best week of 2024 and it was no
Money Market Funds Bleed $62 Billion
Money market funds hemorrhaged cash in the week to March 20, according to the latest
SocGen’s Kabra Dethrones Subramanian As Wall Street’s Biggest Bull
Move over, Savita. For nearly a month, BofA’s 5,400 year-end target for the S&P counted
Albert Edwards Says Yield-Curve Control Inevitable For Western Central Banks
Yield-curve control may be over in Japan, but it’s coming soon to a central bank
Is America’s Housing Market Starting To Thaw?
Don’t look now, but existing US home sales surged last month, according to data released
US Economy Boasts Another Strong Quarter While France, Germany Struggle
Survey data released on Thursday suggested private sector economic activity in the US held steady
Global Dovish Pivot Takes Shape As SNB Cuts, BOE Hawks Give Up
The SNB’s not waiting around. Switzerland became the first G10 country to cut rates in
A Word On Jay Powell’s ‘Failure’ To Arrest The Stock Rally
Following his press conference on Wednesday afternoon, Jerome Powell caught some criticism from the peanut
Bumpy Road
The Fed will almost surely cut rates “at some point this year,” Jerome Powell told
Convoluted Fed SEP Tips Three 2024 Cuts, Higher Core Inflation, Higher Neutral
The Fed kept rates on hold Wednesday. Obviously. I say “obviously,” but it’s worth recalling
Dodging Recessions, Ducking Molotovs
Whatever the Fed suggests about the macro outlook at the March FOMC meeting, the US
UK Inflation At 2 1/2 Year Low Sets Up Summer Rate Cut
Rejoice: Inflation in the UK came in below estimates in key data released on Wednesday.
Can Vol Stage A Comeback?
They’re hedging downside again. A little bit anyway. For months, the options space was defined
Enjoying US Economic Exceptionalism? Thank Immigration
This scarcely needs reiterating, but just in case: It’s tragically ironic that America, a nation
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