US housing starts fell more than expected in June, data out Tuesday showed. Last month’s
Author: therealheisenberg
The Next $20 Billion In Systematic Stock Buying
“Active managers have generally moved to the sidelines [leaving] inelastic model-based players and passives chasing
Remember: Slower Hiring Is Actually A Good Thing
There are too many unknowns to embolden dip-buyers. That was one generic explanation offered early
Who You Gonna Believe, Economists Or Those Lyin’ CEOs?
When it comes to forecasting, no year is a truly good year for economists. And
‘Make No Mistake’: Popular Strategists Warn Against Complacency
“Make no mistake, we don’t believe this bear market is over,” Morgan Stanley’s Mike Wilson
‘Priced Out’: Builders Fret As Reality Sets In On US Housing Bubble
In a development that should surprise exactly no one, homebuilder sentiment plunged this month to
‘What If The Future Isn’t So Tidy?’ McElligott Asks
Reduced to the basics, market participants harbor a somewhat binary outlook on inflation and monetary
Goldman Trades Its Way Through ‘These Challenging Markets’
“We delivered solid results in the second quarter as clients turned to us for our
BofA Enjoys 22% NII Boost, Debit Card Spend Hits Record High
Bank of America delivered a characteristically “meh” set of results on Monday. Revenue of $22.7
‘Very Unusual’ Times
“Very unusual-looking.” That’s how one rates strategist described the trajectory of the implied path for
Awaiting ‘Proper Capitulation’
A tsunami of corporate earnings will wash over markets in the weeks ahead. Generally speaking,
Quiet Please
It’s all housing on the data front in the US this week, and with Fed
BĂŞte Noire
A few days ago, a reader suggested the Fed, having woefully miscalculated while appraising both
Interstellar
A never-ending deluge of headlines touting the developed world’s worsening cost of living crisis belies
Citi Saves Stocks
Citi to the rescue, apparently. I, for one, didn’t have “Citi saves stocks” on this
Chickens, Eggs, Hawks And Doves
Add SocGen to the list of banks expecting the Fed to go big — very
Good News! Also, Bad News!
Market participants and Fed officials enjoyed a reprieve of sorts on Friday, when the preliminary
Chinese Stocks Suddenly Crumble As Mortgage Boycott Adds To Woes
For a few weeks, it appeared as though Chinese equities might serve as a storm
US Retail Sales Data Complicates Already Fraught Fed Calculus
US retail sales rose more than expected in June, key data out Friday showed. Market
Chinese Economy Flatlines, Further Imperiling Full-Year Target
The Chinese economy barely grew during the second quarter, data out Friday showed. At 0.4%,
Jamie Dimon Has Some Things On His Mind
Jamie Dimon is no stranger to storms. He’s been through large ones, in open seas,
Hubris And ‘Dangerous Groupthink’
Christopher Waller wasn’t prepared to unequivocally endorse a 100bps rate hike at this month’s FOMC
Wall Street Goes 0-2 As IB Slump Dents Results
With two reports on the books for second quarter earnings, Wall Street was 0 for
Fed, Politicians, Economists Are Gaslighting Americans On Inflation
Markets scarcely needed another reason to fret about inflation after June’s harrowing CPI report, but
JPMorgan Comes Up Short As ‘Hurricane’ Looms
Meteorological phenomena got short shrift in JPMorgan’s second quarter earnings materials, but Jamie Dimon did
‘Everything’ Means Everything
At this point, it’s scarcely worth mentioning how far we’ve come on the monetary policy
The Worst Inflation Report In Modern US History
US consumer prices rose 9.1% from a year ago, blazing-hot data released on Wednesday showed.
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