Summer days tend to run together, but there’s enough in the way of idiosyncratic news
Author: therealheisenberg
Bill Ackman Takes Lead In Redefining ‘Recession’
For months, I’ve suggested the only way for the US economy to avoid a recession
‘Grizzly Bear’ Has One Question: ‘Is It Done Going Down?’
“The question is whether it’s done going down,” Morgan Stanley’s Mike Wilson, who Bloomberg hyperbolically
‘Not A Lot To Cling To’
Risk sentiment faltered and the euro slipped to a two-decade low Tuesday, as recession worries
China Tariff Rollback Is Too Little, Too Late For Inflation Fight
Desperate times, desperate measures. The Biden administration may soon announce targeted rollbacks of some US
Another Ominous Sign: Germany Logs First Trade Deficit Since 1991
Call it yet another sign of the times. And, perhaps, another ominous sign for the
Turkey Or Zimbabwe? Erdogan’s Inflation Crisis Spirals
Whenever you’re inclined to lament high inflation exacerbated by a legacy of too-loose monetary policy
US Jobs Market Takes Center Stage Amid Macro Angst
If the Fed’s goal is to engineer a reverse wealth effect by tightening financial conditions
This Bear Market Still Has Teeth
“Despite recession fears, S&P 500 consensus 2022 and 2023 EPS estimates have both been revised
‘A Real Emergency’: German Economic Collapse May Be Biggest Tail Risk
Although consensus is coalescing around the idea that the next shock to markets will come
Hell Or High Recession
I don’t like the phrase “something’s gotta give.” It’s overused even as clichés go. Just
The Most ‘Obvious’ Recession In History
“Obviously unsustainable.” That’s how one market participants described the dynamic whereby purported savings “buffers” and
Cash And Commodities Reign As ‘Everything Bubble’ Implodes
Cash is trash. Just ask Ray Dalio, he’ll tell you. That’s one of his favorite
The Worst Year For Stocks Since 1872?
Last year, when it became apparent to everyone that inflation might be on course to
Recession Panic Crescendoes With Trio Of 2023 Fed Cuts Seen
The US is “perilously close to a recession,” JPMorgan’s Michael Feroli said Friday. The bank
America Heads For ‘Industrial Downturn’
US factory activity cooled more than expected last month, hotly anticipated data out Friday showed.
Nomura Calls For Recessions In US, EU, UK, Japan, Australia, Canada
“Downgrading global growth,” reads the title of a July 1 anchor piece from Nomura’s economics
ECB Doomed As Inflation Hits New Record, Growth Slows
A week of disconcerting inflation data out of Europe culminated Friday in another record high
Summertime In The 70s
The good news is, it’s difficult to imagine the back half of 2022 being worse
US Recession Die NowCast
The world’s largest economy is in a recession. Sort of. The Atlanta Fed’s GDPNow tracker
A ‘Brutal,’ ‘Pick Your Poison’ Moment
The market knows. Traders are wise to the unenviable task confronting monetary policymakers, who, lacking
Soft Landing Odds Slip Away As Consumer Spending Fades
Personal spending rose half as much as expected in the world’s largest economy last month,
Germany Faces Full-On Crisis As Uniper Looks At Bailout
Germany’s worsening energy crunch was back above the fold on Thursday, after Uniper withdrew its
Wages, Prices And A System In Crisis
Alarmist “wage-price spiral” rhetoric is a fixture of the economic news cycle in 2022. Scarcely
The Scientists Of Sintra
The world’s most powerful central bankers traveled to Portugal this week for the ECB’s annual
‘Actual Damage’
There was a “clear change of heart” among G10 central bankers late last month, TD’s
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