Longer-term inflation expectations are rising, and the Fed can’t afford to be complacent about it.
Author: therealheisenberg
Pollyannas Vs Chicken Littles: The Great American Profit Debate
Are company analysts Pollyannas or are macro-minded strategists Chicken Littles? That’s becoming one the most
Under The Shadow Of Stagflation
America is experiencing an acute crisis of confidence. As discussed here at some length last
‘Inflation Isn’t A Random Walk,’ Popular Strategist Reminds You
“We all get the joke,” Nomura’s Charlie McElligott wrote Tuesday. He was referring to the
US Home Prices Refuse To Cool
The annual pace of US home price appreciation hit a new record in April, according
One CIO Is ‘Horrified’ At Analysts’ Profit Complacency
“Economists have begun to cut their top-down economic forecasts for GDP, and yet fundamental company
Bull In A China Shop
“This sends the signal that the economy comes first,” a Guangzhou-based investor said Tuesday. “This”
Why The Stock Selloff Will Resume
Be careful, it could be a trap. That’s one way to read the latest from
Stubborn US Economy Won’t Go Gentle Into That Good Night
Every day it’s the same story. Or, rather, the same question: Is good news bad
Bear Market May Take Short Summer Vacation
If this week turns out to be anything like last week for US equities, it’ll
Inflation Blame Game: Whose Fault Is This Really?
There’s no shortage of debate around the relative wisdom of deploying draconian rate hikes to
Russia Defaults. Nobody Cares
Three years ago, when Donald Trump sanctioned Ayatollah Khamenei, I described the decision as “about
Crisis-Weary Fed Has 9%-Tall Mountain Left To Climb: Quant
Jerome Powell is a victim of circumstance, a golfer who “can’t putt,” a professional fall
2022 Rivals 2008 For Suddenly Wild Bond Market
“Keep those seatbelts fastened,” TD’s Priya Misra said, in a note documenting this year’s fireworks
‘All That Matters’
A raft of data and a dash of Fedspeak should help traders refine the macro
The Stark Reality Of Modern Stock Market Rallies
If you’re concerned that households, by far the largest owners of the US equity market
America Has An Existential Credibility Problem
The Supreme Court overturned Roe v. Wade on Friday, exacerbating a national firestorm and deepening
Kolanovic Says Stocks May Soar 7% Next Week
Could rebalancing flows help US stocks log their largest weekly gain since November of 2020?
New Home Sales Jump As Average Prices Drop Third Most Ever
Reports of the housing bubble’s demise were greatly exaggerated. Or at least that’s what a
Hard Landing Panic Has Markets Rethinking Central Bank Bets
Central banks have succeeded. In engineering a recession scare. Rate hike bets were trimmed again
150 Years Of History Says S&P Falls Another 15%. At Least
It’ll seem obvious in hindsight, as all things do. If the post-pandemic rally in equities
US Economy Witnessing ‘Remarkable’ Drop In Demand
The US economy is downshifting in real time. On the heels of similarly underwhelming anecdotal
2022 Is Worst Year For US Bonds Since George Washington
The first five months of 2022 were cruel for bonds. That much you probably know.
ECB Nightmare: Europe Sees ‘Most Abrupt’ Slowdown Since 2008
The ECB is in a real bind. European economic activity decelerated markedly in June, PMIs
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