By noon on Friday, Meta was on track for a record. Not just a record-high
Author: therealheisenberg
Blistering Jobs Report Blindsides US Rates
Needless to say, Friday’s astoundingly strong read on the US labor market rippled across the
Bubble Spotting
The price action in 2024 suggests we’re either coming out of a recession or in
MMF AUM Hits $6 Trillion Milestone. BTFP Borrowing Falls With Arb Dead
Money market funds emphatically snapped a two-week streak of outflows with a large haul that
Amazon, Apple, Meta Tout Results With Tech Rally On The Line
Amazon reported what the company described as a record-breaking holiday quarter in results released after
The Commercial Real Estate Reckoning Is Here
The best argument against the contention that the next financial crisis will be triggered by
America’s Factory Recession Likely Over. Cue Higher Prices
The marquee gauge of US factory activity printed well ahead of estimates on Thursday, suggesting
Fed Gets More Dovish Data As ULC Undershoots, Claims Jump Again
After rising the most in three years during the prior quarter, US labor productivity notched
BoE Projects Above-Target Inflation Through 2026 Even As It Softens Stance
The Bank of England kept rates on hold Thursday as expected, but the dissents included
‘Too Soon For All-Clear’ As European Inflation Comes In Slightly Warm
For what it’s worth — a mention, at least — inflation in Europe was a
Wanted: More Confidence
The Fed’s looking for “greater confidence” that inflation is moving sustainably down to 2%. That
Fed Pushes Back Against March Rate Cut Speculation
The Fed kept rates on hold Wednesday. Obviously. January’s gathering was a placeholder meeting as
What’s Behind New York Community Bancorp’s Very Bad Day
The Fed could’ve done without a flare-up in the heretofore dormant regional banking crisis ahead
Powell Gets Good News On Fed’s Favorite Pay Gauge
When it comes to measures of compensation watched closely by Fed officials, and specifically by
Treasury Refunding Event Risk Clears Without Drama
Janet Yellen surprised markets earlier this week when Treasury cut its borrowing estimate for the
Private Hiring Slows, But ADP Details Favorable For Soft Landing Crowd
US private sector employers added 107,000 jobs in January, ADP said Wednesday. That was far
Xi’s Stock Market Hits Five-Year Low As PMIs Trundle
It’s not working out for Xi Jinping. Not on the macro-market front, anyway. PMI data
Microsoft And Alphabet: Good Enough?
Microsoft and Alphabet delivered what looked to be decent results after the bell in the
Melt-Up Paranoia Manifests In ‘Incredibly Abnormal’ Dealer Positioning
For the better part of a dozen years, the implicit message from central banks to
Kolanovic Warns Stocks Now Price No Chance Of Recession
Equities and credit are pricing no risk of recession. And that could be problematic. So
US Homes Still Expensive, But Main Street Gains $40k In Purchasing Power
If you’re looking to buy a home in the US (or in any advanced economy,
US Job Openings Stop Cooperating, But Quits Hit Three-Year Low
Job vacancies across the world’s largest economy rose above nine million for the first time
Why Are The Saudis Canceling A Major Oil Expansion Plan?
The Saudis are worried about oil demand. Or maybe they’re trying something new to prop
European Economy Stuck In Doldrums For Fifth Quarter
Technically, Europe’s not in a recession. In every other sense, it is. The eurozone economy
McElligott Revisits The Thanksgiving Turkey Parable
“We all should understand that generic / naked vol-selling is the proverbial ‘picking up pennies
Yellen Comes Through, Cuts US Borrowing Estimate
Treasury’s quarterly financing estimate came in below the headline figure tipped three months ago, in
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