In news that should surprise exactly no one, US housing starts fell sharply in July,
Author: therealheisenberg
Everyday Low Bar: Walmart Steps Over Twice-Cut Forecast
Walmart is “seeing more middle- and high-income shoppers,” CEO Doug McMillon said Tuesday. It was
‘Tail Risks Are Diminishing,’ Kolanovic, JPMorgan Say
There are three possible scenarios for US growth, according to JPMorgan. One involves the risk
The Elephant In The Room
What about QT? Has everyone forgotten about QT? That’s one (among several) questions BofA’s Savita
This Bear Isn’t Buying It
Mike Wilson was “surprised” by the “magnitude” of a bear market rally that propelled US
US Enters ‘Housing Recession’ As Sentiment Dives
The US is in a “housing recession.” That’s according to NAHB Chief Economist Robert Dietz,
One Bear Has Some Distressing Math For Bulls
“Why is everyone so happy about 8.5% inflation?” BofA’s Savita Subramanian wondered, adopting an incredulous
Bottom Falls Out With Shocking Drop In Empire Survey
I suppose I’m supposed to call it a “shocker.” Because that’d generate the most reader
Days Of Our Lives
Global growth concerns cast a pall Monday following another disappointing read on the Chinese economy.
China Cuts Rates In Surprise Move As Data Disappoints
In what could plausibly be construed as a somewhat desperate move, China cut two key
Which Way Is Up?
Markets may feel lackadaisical in the new week. It’s the middle of August, after all.
Heat Check
Market participants — those not on vacation, anyway — have busied themselves recently obsessing over
2022: The Most Bearish, Illiquid Year Since Lehman?
Over the years, I’ve dedicated quite a bit of coverage to the feedback loop between
Buybacks And Such
One consequence of the improved mood across risk assets was a resurgence in equity offerings.
‘Cash Is Oxygen’
You know it’s a slow news day when Peloton and Michael Burry compete for space
Party Crasher
Those hoping for one more dovish surprise on the inflation front before the weekend were
Credit Growth In China Just Plunged
Credit creation in China slowed dramatically last month, notable data out Friday showed. The figures,
Inflection?
Investors were “back in credit,” “back in tech” and “fading inflation” over the past week.
Wen Stock Record?
Does the equity rebound have legs? It’s probably time we stop asking that in favor
The ‘Then What?!’ Scenario
If you’re looking for a reason to worry (and who isn’t, right?) you might consider
‘Peak Inflation’ Camp Gets Another Win
The “peak inflation” crowd scored another win Thursday. 24 hours after warmly embracing a cooler-than-expected
America The Emerging Market
It’s no secret that the last four decades haven’t been especially kind to Main Street.
Stocks Send Fed A Message: Try Harder
Neel Kashkari isn’t about to let a recession stop him from bringing inflation back down
Define Irony: Market Reaction To CPI Undermines Inflation Fight
The knee-jerk reaction across assets to a cooler-than-anticipated read on inflation in the US was
Inflation Report Is False Dawn
US inflation moderated in July, handing relief to policymakers, even as households remained beset by
Summer Blockbusters
Wednesday was inflation day in the US and July’s CPI report was poised to rescue
Dandelion Seeds
This is a pretty tough spot to be in if your job is to make
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