The Fed hiked rates by the most since 1994 on Wednesday, in a decision that
Author: therealheisenberg
Everywhere You Look, Markets Are Breaking
Traders are learning to live with outsized moves and pervasive cross-asset volatility. Or, if they
US Retail Sales ‘Unexpectedly’ Fall Amid Consumer Angst
US retail sales unexpectedly fell in May, data out Wednesday showed. The 0.3% decline from
ECB Panics Four Business Days After Confirming Policy Pivot
The ECB has seen enough. Already. Just four business days after confirming the imminent onset
Key Data Shows Chinese Economy Stuck In Neutral
Chinese economic activity perked up in May, crucial activity data out Wednesday suggested, but the
Coinbase Is Losing A Few Team Members
If it seems like less than two weeks ago when Coinbase’s Chief People Officer, L.J.
What Could Force A Fed Pivot? $800 Billion Sees Five Catalysts
The “Bostic pause” story was a cruel canard. That much is now clear. In a
US Producer Prices Notch Sixth Straight Double-Digit Increase
US producer prices rose at a double-digit 12-month rate for a sixth consecutive month in
Fed Spiral: 50 Was The New 25. Now 75 Is The New 50
75bps Fed hike increments would’ve sounded positively ludicrous a mere six months ago. Now, they’re
US Small Business Outlook Hits Another 48-Year Record Low
Small business “optimism” looked suspiciously like pessimism in May, the latest NFIB survey, released on
Sentiment ‘Dire’ As Growth Outlook Collapses In Key Investor Survey
Global growth optimism fell to its lowest levels on record and sentiment is “dire.” That’s
Markets Brace For Impact As Fed Whisperer Tips 75
Headed into the new week, I suggested on multiple occasions that the market was on
The Crypto Universe Is Imploding
Bitcoin, and cryptocurrencies more generally, were in all kinds of trouble at the beginning of
Kolanovic Says Rates ‘Went Too Far,’ Fed May ‘Surprise Dovishly’
“We believe rates market repricing went too far and the Fed will surprise dovishly relative
‘That Light At Tunnel’s End Was Actually A Train’
“Now, [it’s] clear that light at the end of the tunnel was actually an oncoming
Crisis-Battered Bank Of England Stares Into Dark Abyss
The UK economy shrank in April from the prior month, data out Monday showed. It
Panic Returns To Markets As Fed Fears Crescendo
Risk sentiment was severely impaired Monday, when acute angst about the outlook for Fed policy
Traders Get No Respite From Data During Fed Week
The June FOMC meeting isn’t the only notable event on the docket this week, although
Volcker Or Bust: What To Expect From June’s Fed Meeting
The June FOMC meeting will dominate the news reel this week. Let’s be clear about
America Needs To Rediscover Sacrifice In Inflation Fight
The Fed needs to show some conviction this week. The June FOMC meeting is an
Euro Fragmentation Demons Haunt ECB’s Rate Hike Dreams
Time and again over the past several years, I’ve suggested that absent the ECB backstop,
You Still Owe The Fed $38.6 Trillion
Let’s start with a simple premise: The Fed now realizes that the massive windfall from
The Math Just Doesn’t Work For US Stocks
It’s still not a real selloff. US equities suffered their second worst week of a
Traders, Fed Confront ‘Utterly Mad’ Reality
“Where’s my bear market rally gone?” BofA’s Michael Hartnett wondered, somewhat sarcastically. The bank’s semi-famous
Wall Street Gripped By Policy Panic, Stagflation Fears
Friday brought gloom and doom aplenty for the US economy, where price pressures continue to
‘Dismal’: US Consumer Sentiment Collapses To Record Low
US consumer sentiment collapsed to a record low in early June, the preliminary read on
Unmitigated Disaster: US Gets Worst Inflation Report Yet
Consumer prices in the US accelerated more rapidly than expected in May, crucial data out
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