Big things are happening in Japan. The ground’s shifting. And not because of any earthquakes.
Author: therealheisenberg
Charlie McElligott’s Unified Theory Of Everything
If you’re wondering why the risk-asset rally feels inexorable on most days — why the
Markets And The People Who Forecast Them
For what it’s worth — which could be a lot if the last several months
Asking Rents Jump Amid ‘Very, Very Difficult’ US Housing Situation
Earlier this month, during his testimony on Capitol Hill, Jerome Powell said the US housing
Inflation Report Hard To Square With Rate Cuts
Underlying US consumer prices increased more than expected in data released on Tuesday, again imperiling
Jamie And The Flood
Nearly two years ago, at a conference sponsored by AllianceBernstein, Jamie Dimon delivered a weather
Kolanovic Sees ‘Rally Exhaustion’ While Subramanian Says Bull Market ‘Has Legs’
JPMorgan analysts led by Marko Kolanovic are undeterred in their defensive model portfolio allocation. If
Did You Hear? The Short Vol Trade’s Back
The short vol trade’s back. Did you hear? You did?! That must mean you’re a
Inflation Expectations Jump Third-Most Ever In Fed Poll
Americans’ inflation expectations rose last month, according to the new vintage of the New York
It’s All Relative: Magnificent 7 ‘Not Overvalued,’ One Bank Says
Is the “Magnificent 7” overvalued? If you’re exhausted with that query, you’re not alone. I’m
One Bear, Two Words
“Ambiguity.” It’s pervasive. So said Morgan Stanley’s Mike Wilson on Monday, describing the macro-market backdrop.
Is The BoJ About To Spoil Japan’s Record-Setting Stock Rally?
Japanese equities have had a good run. And that’s an understatement. An entire generation of
It’s Not The Economy, Stupid. Not This Time
“As you can see, I’m African American.” So said a kindly gentlemen sitting next to
All Eyes Turn To US Inflation Report With Rate Cuts On The Line
Come one, come all! “Super users” and novices alike! It’s CPI week in the US.
‘Magnificent 7’ Performance Has Never Been This Uneven
Market commentary often treats the so-called “Magnificent 7” as a monolith. This year, it’s anything
Riding The Bubble
By the end of jobs week in the US, market participants were still asking the
Windfalls And Pitfalls
There’s no respite for bears. Headed into the US jobs report, there were any number
Global Equity Inflows Strongest In Two Years Amid Rally
Equity-focused ETFs and mutual funds saw a seventh week of inflows amid what some describe
US Jobs Report Offers Something For Everyone
The US economy added more jobs than expected in February, while revisions trimmed the prior
Jay’s Quotable
Jerome Powell’s timeline for Fed confidence in the durability of the disinflation trajectory, and thereby
Money Fund Assets Scale New Record. RRP Usage Falls Further
Money market funds raked in another $18.65 billion in the week to March 6, an
Bears Driven To Brink Of Extinction As Powell Promises Rate Cuts
“When we do get that confidence — and we’re not far from it — it’ll
CRE Slow Burn
America’s slow-burning commercial real estate crisis continues to produce a slow drip of headlines. Steve
ECB On Hold, Says Inflation, Growth To Slow Further
“Financing conditions are restrictive and the past interest rate increases continue to weigh on demand,
Dovish Data Turn Will Live Or Die By Payrolls
Anyone hoping for a dovish round of data out of the US was pleased Thursday,
‘Various Tricks,’ ‘Unimaginable Conflicts’
Markets heard from Wang Yi on Thursday. Wang can be a little — how should
A Word On America’s New Debt Milestone
The Fed keeps insisting, in some cases against the evidence, that rate hikes are working
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