Earlier this week, Elon Musk told Tesla employees they needed to get back to the
Author: therealheisenberg
Services Firms ‘Exhausted’ By ‘Relentless’ Distortions
The last of this week’s top-tier US data came in soft. Not soft enough to
It’s (Still) The Economy, Stupid
On Thursday, I channeled a popular derivatives strategist in describing the idea of a Fed
Everyone Can’t Be Rich. Sorry
As Americans stare down the highest inflation anyone under 40 has witnessed in their lifetimes,
When Doves Fry: Why A Fed Pivot Is ‘Wishful Thinking’
“I think it’s a good tale on some level for story books, but it’s not
US Small Business Hiring Plunges Again In Big ADP Miss
US private sector employers added far fewer jobs than expected in May, data out Thursday
Oil Crisis, China Recession In Focus As World Worries
News flow felt sparse Thursday, as global markets “struggled for direction,” to employ the boilerplate
Jamie Dimon, ‘Red-Blooded Capitalist,’ Braces For ‘Superstorm Sandy’
“Right now, it’s kinda sunny, things are doin’ fine,” Jamie Dimon mused, gesticulating at a conference
Kolanovic: Stocks Will Recover Losses, End 2022 Flat
“During the month of May, bearish investors took victory laps — until the last week
Canada’s ‘No. 1 Gatekeeper’ Threatens Massive Rate Hike
Tiff Macklem needed to send a message on Wednesday. Like other developed market central bank
Layoffs Fall To Record Low As US Labor Shortage Persists
US job openings fell in April, closely-watched data out Wednesday showed. Unfortunately, at 11.4 million,
We’re Witnessing Commodities’ ‘TINA-Moment,’ Goldman Says
When it comes to hedging macro risks, there is no alternative. To commodities. That’s one
‘No Relief’: Acute Pipeline Inflation Seen In US Factory Surveys
There are two ways to look at solid US economic data. One way is to
‘Pure Blackmail’: Russia Escalates Energy War
The energy wars were above the fold again on Wednesday. Not that they ever retreated
Biden Respectfully Reminds You Inflation Is Fed’s Thing
Over the last 48 hours, Joe Biden made it pretty clear who voters should blame
Only A Ukraine Cease Fire Can Stop Stock Bear Market
If you’re betting on anything more than a short-lived bounce in US equities, an end
US Home Prices Stage ‘Final Parabolic Spurt’
The historic surge in US home prices took another dramatic leg higher in what may
Europe’s Ban On Russian Oil Isn’t ‘Maximum Pressure’
Europe stumbled towards a modified embargo on Russian oil Tuesday, after Brussels agreed to ban
In Europe, Depressing Data Suggests Die Is Cast
“The latest inflation figures… confirm the necessity of a gradual but resolute monetary normalization,” Francois
US Consumer Confidence Holds Up. With Caveats
Optimists claimed a small victory in the tug of war for control of the macro
Inflation Isn’t Done With Us Yet
Markets pull forward expected future outcomes, so there’s a sense in which you could argue
Hedge Funds Face The Music After Historic ‘VIP’ Drag
Hedge funds may be hit with $20 billion in redemptions during the remainder of this
Stock Rebound Gets Test From US Jobs Report, Data Deluge
The holiday-compressed US trading week features a daunting data docket that’ll test investors’ mettle after
Normal. With Chinese Characteristics
Investor sentiment was a semblance of buoyant to start the new week as China eased
Billions At Stake As Bored Ape Battles Crypto Bear
I’ve welcomed quite a few new readers this year, and particularly over the past few
Is Decentralized Finance Imploding?
“You can’t issue unlicensed securities and use your friends as the underwriters,” I told someone
‘The Market Is Always Embracing The Worst Possible Scenario’
“What if the curve has been right all along?” Deutsche Bank’s Aleksandar Kocic wondered, in
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