To the extent markets needed an “offset” for a hot NFP print and a commensurately
Author: therealheisenberg
Annoyingly Noisy Jobs Beat Dents Case For March Fed Cut
Hiring accelerated across the world’s largest economy last month, the most important US jobs report
2024’s Most Important Market Events By Month
Just two things matter for asset prices, BofA’s Michael Hartnett reminded investors, in the first
MMF AUM Surges, RRP At 31-Month Low, Free Money Fed Arb Still Enticing
Money market funds took in more than $78 billion in the week to January 3,
It Was ISIS, In Iran, With The Explosive Belts
It was Colonel Mustard, in the library with the candlestick. In the immediate aftermath of
US Sends Abu Taqwa To Meet The General
Fire at will, apparently. A PMF leader was killed in Baghdad on Thursday, the latest
Janet Yellen, Not Jay Powell, Triggered Historic ‘Everything Rally’
What (or who) turned the tide nine weeks ago for markets? Put differently, what was
US Jobs Market Declared Normal. Wage-Price Spiral Risk ‘All But Disappeared’
Americans are still finding plenty of work across the world’s largest economy and wage growth
Twin Blasts At Soleimani Grave Kill Dozens On Assassination Anniversary
Four years ago today, a very strange thing happened: Donald Trump killed Qassem Soleimani. That
Fed, Like The Rest Of Us, ‘Perceives’ Lots Of Uncertainty
The December FOMC minutes were hawkish. Sort of. Maybe. At the margins. That’s probably how
Market Fireworks After New Year’s?
A week ago (maybe two, I can’t remember), one reader suggested that tracking vol dynamics
Macro Amuse-Bouche Is Snoozer As Markets Look To Payrolls
The first of this week’s top-tier US macro data was profoundly uninteresting, where that means
If You Need A Communist Publicist, Feng Shixin Needs A Job
Feng Shixin’s looking for a job if you’re hiring. His resume includes a long stint
Stock Gains Still Possible In 2024 Despite One Down Day, Bulls Argue
It’s still possible that US equities could log gains for 2024. The implication is completely
Saleh Al-Arouri, Pals Blown Apart In Beirut Drone Strike
Saleh al-Arouri is all over Beirut. Literally. He was blown apart on Tuesday evening, likely
China Deploys 350 Billion Yuan In ‘Not QE’ To Halt Property Slump
Don’t call it “QE.” The Party doesn’t like that. In a testament to ongoing concerns
Biden Strong-Armed Dutch Government, ASML On China Sales: Reports
How many times have Biden administration officials suggested, implicitly or otherwise, that the goal of
5 Dead In Tokyo Plane Collision. 48 Dead In Earthquake. South Korean Opposition Leader Knifed In Jugular
“Plane bursts into flames while landing at airport in Tokyo.” That was the first headline
Chaos Looms In Israel As Court Rebuffs Netanyahu
If you’re an authoritarian, an aspiring autocrat, a power-hungry head of state or, frankly, just
Israel To Withdraw Some Troops As Half Of Gaza Starves
They’re leaving. Some of them, anyway. Israel said Monday that reservists from two brigades deployed
Massive Earthquake In Japan Is Disastrous Start To 2024
“Resolve to survive in 2024.” That was my exhortation to readers on New Year’s Eve.
Jobs, Death And White (Collar) Privilege: 2024 Set For Launch!
The white collar world will begrudgingly start pretending to work again this week after taking
Chinese Economy Ends Year On Sour Note. Foreign Stock-Buying Plunges
The Chinese economy closed out a bad year with a fittingly lackluster read on factory
Houthis Killed By US Navy In Botched Pirate Mission
Well, they had it coming. Four small boats full of armed, irascible Houthis decided to
A Hopeless Species
More than a dozen people were killed Saturday in Belgorod, where local officials described a
Are Emerging Markets A Lost Cause?
Occasionally, someone’ll ask for my opinion on emerging markets, where that almost always means EM
Putin Pummels Ukraine With ‘Every Type Of Weapon In His Arsenal’
“We must continue to stand with Ukraine — for as long as it takes,” Rishi
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