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Author: therealheisenberg

US Jobs Market Declared Normal. Wage-Price Spiral Risk ‘All But Disappeared’

January 4, 2024January 5, 2024

Americans are still finding plenty of work across the world’s largest economy and wage growth

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6 Comments on US Jobs Market Declared Normal. Wage-Price Spiral Risk ‘All But Disappeared’

Twin Blasts At Soleimani Grave Kill Dozens On Assassination Anniversary

January 3, 2024January 23, 2024

Four years ago today, a very strange thing happened: Donald Trump killed Qassem Soleimani. That

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9 Comments on Twin Blasts At Soleimani Grave Kill Dozens On Assassination Anniversary

Fed, Like The Rest Of Us, ‘Perceives’ Lots Of Uncertainty

January 3, 2024January 4, 2024

The December FOMC minutes were hawkish. Sort of. Maybe. At the margins. That’s probably how

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2 Comments on Fed, Like The Rest Of Us, ‘Perceives’ Lots Of Uncertainty

Market Fireworks After New Year’s?

January 3, 2024

A week ago (maybe two, I can’t remember), one reader suggested that tracking vol dynamics

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3 Comments on Market Fireworks After New Year’s?

Macro Amuse-Bouche Is Snoozer As Markets Look To Payrolls

January 3, 2024January 4, 2024

The first of this week’s top-tier US macro data was profoundly uninteresting, where that means

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2 Comments on Macro Amuse-Bouche Is Snoozer As Markets Look To Payrolls

If You Need A Communist Publicist, Feng Shixin Needs A Job

January 3, 2024January 4, 2024

Feng Shixin’s looking for a job if you’re hiring. His resume includes a long stint

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Leave a Comment on If You Need A Communist Publicist, Feng Shixin Needs A Job

Stock Gains Still Possible In 2024 Despite One Down Day, Bulls Argue

January 2, 2024January 3, 2024

It’s still possible that US equities could log gains for 2024. The implication is completely

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6 Comments on Stock Gains Still Possible In 2024 Despite One Down Day, Bulls Argue

Saleh Al-Arouri, Pals Blown Apart In Beirut Drone Strike

January 2, 2024January 23, 2024

Saleh al-Arouri is all over Beirut. Literally. He was blown apart on Tuesday evening, likely

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2 Comments on Saleh Al-Arouri, Pals Blown Apart In Beirut Drone Strike

China Deploys 350 Billion Yuan In ‘Not QE’ To Halt Property Slump

January 2, 2024January 2, 2024

Don’t call it “QE.” The Party doesn’t like that. In a testament to ongoing concerns

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1 Comment on China Deploys 350 Billion Yuan In ‘Not QE’ To Halt Property Slump

Biden Strong-Armed Dutch Government, ASML On China Sales: Reports

January 2, 2024January 3, 2024

How many times have Biden administration officials suggested, implicitly or otherwise, that the goal of

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11 Comments on Biden Strong-Armed Dutch Government, ASML On China Sales: Reports

5 Dead In Tokyo Plane Collision. 48 Dead In Earthquake. South Korean Opposition Leader Knifed In Jugular

January 2, 2024January 3, 2024

“Plane bursts into flames while landing at airport in Tokyo.”  That was the first headline

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5 Comments on 5 Dead In Tokyo Plane Collision. 48 Dead In Earthquake. South Korean Opposition Leader Knifed In Jugular

Chaos Looms In Israel As Court Rebuffs Netanyahu

January 1, 2024January 2, 2024

If you’re an authoritarian, an aspiring autocrat, a power-hungry head of state or, frankly, just

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3 Comments on Chaos Looms In Israel As Court Rebuffs Netanyahu

Israel To Withdraw Some Troops As Half Of Gaza Starves

January 1, 2024January 23, 2024

They’re leaving. Some of them, anyway. Israel said Monday that reservists from two brigades deployed

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4 Comments on Israel To Withdraw Some Troops As Half Of Gaza Starves

Massive Earthquake In Japan Is Disastrous Start To 2024

January 1, 2024January 2, 2024

“Resolve to survive in 2024.” That was my exhortation to readers on New Year’s Eve.

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9 Comments on Massive Earthquake In Japan Is Disastrous Start To 2024

Jobs, Death And White (Collar) Privilege: 2024 Set For Launch!

December 31, 2023January 6, 2024

The white collar world will begrudgingly start pretending to work again this week after taking

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16 Comments on Jobs, Death And White (Collar) Privilege: 2024 Set For Launch!

Chinese Economy Ends Year On Sour Note. Foreign Stock-Buying Plunges

December 31, 2023December 31, 2023

The Chinese economy closed out a bad year with a fittingly lackluster read on factory

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Leave a Comment on Chinese Economy Ends Year On Sour Note. Foreign Stock-Buying Plunges

Houthis Killed By US Navy In Botched Pirate Mission

December 31, 2023January 1, 2024

Well, they had it coming. Four small boats full of armed, irascible Houthis decided to

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6 Comments on Houthis Killed By US Navy In Botched Pirate Mission

A Hopeless Species

December 30, 2023January 1, 2024

More than a dozen people were killed Saturday in Belgorod, where local officials described a

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12 Comments on A Hopeless Species

Are Emerging Markets A Lost Cause?

December 29, 2023December 31, 2023

Occasionally, someone’ll ask for my opinion on emerging markets, where that almost always means EM

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10 Comments on Are Emerging Markets A Lost Cause?

Putin Pummels Ukraine With ‘Every Type Of Weapon In His Arsenal’

December 29, 2023December 31, 2023

“We must continue to stand with Ukraine — for as long as it takes,” Rishi

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3 Comments on Putin Pummels Ukraine With ‘Every Type Of Weapon In His Arsenal’

Trump’s Overdue Process: Calling Time On A Madman

December 29, 2023January 23, 2024

Shenna Bellows was sworn into her first term as Maine’s Secretary of State on January

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26 Comments on Trump’s Overdue Process: Calling Time On A Madman

Money Funds Close Out Trillion-Dollar Year With One Final Inflow

December 28, 2023December 29, 2023

Money market funds closed out a historic year on a strong note. After two consecutive

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1 Comment on Money Funds Close Out Trillion-Dollar Year With One Final Inflow

Any Idiot Could’ve Nailed Record Late-Year Bond Rally

December 28, 2023December 28, 2023

Earlier this week, I noted that any idiot could’ve made a killing betting on a

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4 Comments on Any Idiot Could’ve Nailed Record Late-Year Bond Rally

Since The Dot-Com Bubble…

December 28, 2023January 6, 2024

Guess what? It’s been a good year for US tech stocks. Especially large US tech

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2 Comments on Since The Dot-Com Bubble…

Year’s Final US Housing Market Release Shows Sales Stuck At Record Low

December 28, 2023December 29, 2023

There’s nothing worse for a macro documentarian than a boring, but nevertheless notable, data release.

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1 Comment on Year’s Final US Housing Market Release Shows Sales Stuck At Record Low

Xi’s Stocks Are A Bargain! Any Takers?

December 28, 2023December 29, 2023

Chinese equities staged a rousing rally on Thursday attributed rather generically to “bottom-fishing.” As the

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4 Comments on Xi’s Stocks Are A Bargain! Any Takers?

Historic Rally Leaves Benchmark US Yields Hilariously Unchanged For 2023

December 27, 2023December 28, 2023

Janet Yellen welcomed two consecutive favorable auction results during the final week of 2023. On

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3 Comments on Historic Rally Leaves Benchmark US Yields Hilariously Unchanged For 2023

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