The US economy added 199,000 jobs in November, Friday’s hotly-anticipated government release showed. That was
Author: therealheisenberg
Hartnett Spots Animal Spirits As Sentiment Gauge Jumps Most Since 2012
The animal spirits are stirring. That’s according to BofA’s Michael Hartnett who, in the latest
Money Market Fund AUM Swells Further. RRP In Focus
Money market fund assets ballooned by another $61.7 billion over the latest reporting period, data
Kolanovic Sees ‘Worry Or Perhaps Even Panic’ In 2024
“We think that the decline in inflation and economic activity that we forecast for 2024
McElligott On 2024’s ‘Big Macro Mystery’
There’s a “big mystery” about 2024. It’s related to the “one question” I posed previously
Bank Of Japan Speculation Reaches Fever Pitch
There’s something amusing about employing the term “early” to describe a prospective Bank of Japan
Claims And Cuts
For the better part of two months, recurring jobless claims in the US served as
Market Fears Melt-Up More Than Selloff
Despite the ongoing rally at the long-end of the Treasury curve (which was risk asset
‘Tectonic’ CTA Shift Drove Rates Reversal, Bond Rally
Two months ago, the US long-end couldn’t sustain a bid to save its life and
Populist Wave Claims Last ‘Young Gun’ As McCarthy Quits Congress
“My work is only getting started,” Kevin McCarthy said Wednesday, in a Wall Street Journal
Italy Says Addio To Xi’s Belt And Road
G7 or Belt and Road. That was the choice for Italy. When push came to
A Hill To Die On
There’s no connection between the conflict in Ukraine and America’s southern border. Either it’s in
US Private Hiring Cools, Wage Growth Slows
Private sector employers in the US added 103,000 jobs in November, ADP said Wednesday. That
With Apologies
Part of writing about macro and markets in the post-Lehman world is coping with the
Immaculate Disinflation Lives In Favorable JOLTS
There were more than half a million fewer US job openings on the final business
Resilient Goldilocks Meme Bedevils Pessimists
If job openings overshot in this week’s closely-watched JOLTS report, an upbeat read on services
‘Tactical Specialist’ Says Rally Drivers ‘Absolutely Out Of Gas’
I spent a lot of time last week discussing the flow drivers behind November’s historic
US And China Find Common Ground. In A Moody’s Outlook Cut
Beijing is “disappointed.” With a lot of things and also with a lot of people,
Perfect Storm, Imperfect Union
“I think that over the past few years, Americans have been feeling increasingly insecure about
SOFR Spike: What To Know
A SOFR spike! Who’s excited?! I don’t know how much attention this’ll garner among casual
‘No Meaningful Conviction’
Market observers employed hopelessly outdated colloquialisms to describe subdued sentiment at the beginning of the
Stocks’ Fate Seen Hinging On Cycle Runway
US rates bear flattened ahead of this week’s key macro data, perhaps not surprising on
Rate Cuts And Profit Growth? History Says No
“From where we are sitting, the market remains clueless about where 10-year bond yields or
I’m Sorry, Wilson!
“I’m sorry, Wilson!” (Who’s seen Cast Away?) If you’re looking to trade the early-year bullish
Are Stocks Too Calm For Comfort?
“It’s quiet. Too quiet,” as the old cliché goes. As the new week dawned, some
US Jobs Report Takes Center Stage As Fed Goes Quiet
A raft of top-tier US economic data due this week will help traders refine Fed
Record Highs Or Santa Crash? Wall Street Looks Ahead After Historic Rally
It’s rational to ask if asset prices are destined to buckle under the weight of
You must be logged in to post a comment.