If you were wondering whether familiar accelerant flows played a role in Thursday’s wild ride
Author: therealheisenberg
McElligott Explains The ‘Fixed Income Disaster’
The dramatic bond selloff that blindsided US equities less than 24 hours after Jerome Powell’s
US Jobs Report Sturdy, With Caveats
The US economy added 428,000 jobs in April, hotly-anticipated data out Friday showed. That was
Xi Pledges ‘No Retreat’ On COVID. Stocks, Yuan Retreat
Chinese shares tumbled Friday, amid ongoing concerns around the economic fallout of Xi Jinping’s strict
Why The Fed May Be Happy About Thursday’s Stock Crash
Two weeks ago (give or take), I detailed the “the simple reason” US equities needed
Explaining The US Economy’s ‘Since 1947’ Moment
In what I’d be inclined to call another blow to constructive takes on the outlook
A Very Bad Day On Wall Street
2022 has seen its share of harrowing sessions on Wall Street. But Thursday was bad
Abrupt Bond Selloff Sparks Mayhem
Things took a dramatic turn on Thursday, as a rapidly escalating US bond selloff undercut
Bank Of England Debacle: 10% Inflation, Recession Risk, Dissent
The Bank of England celebrated 25 years of independence by hiking rates 25bps on Thursday.
‘COVID Zero’ Untenable Amid ‘Severe’ Chinese Economic Drag
There was no respite from Chinese economic gloom on Thursday, as Mainland markets came back
Powell Shoots Down 75, But Talks Tough On Inflation
“In principle,” the Fed can cool the labor market and bring supply and demand back
Fed Delivers Largest Rate Hike In Two Decades, Unveils QT
As expected, the Fed delivered the biggest rate hike in more than two decades on
‘Buy The Dip’ Declared Dead As Margin Accounts Turn Negative
For the first time in nearly two years, investors are deleveraging. Despite a favorable seasonal
US Small Business Hiring Collapsed In April, Alarming Data Shows
US private sector employers added 247,000 jobs in April, ADP said Wednesday. That was far
US Services Sector Struggles With Pervasive, Familiar Constraints
The US services sector expanded at a slower-than-expected rate in April thanks to pervasive distortions
‘It Won’t Be Easy’: EU Proposes ‘Complete’ Russian Oil Ban
“This will be a complete import ban on all Russian oil, seaborne and pipeline, crude
The Stock Bubble Popped. Is It Safe Now?
Over the past several months, I’ve written voluminously about the ongoing de-rating in the most
Tudor Jones, Rogoff Deliver The Doom
The big names were out and about on the eve of what’s widely expected to
Americans Keep Quitting By The Millions
Anyone expecting signs of an abatement in America’s so-called “Great Resignation” was disappointed on Tuesday.
Roe V. Wade Through A Socioeconomic Lens
My raison d’être is documenting the intersection of geopolitics, macroeconomics and finance. That finds expression
Why Bulls ‘Have A Lot Of Explaining To Do’
Late last week, I noted that although stocks may be the best inflation hedge on
Unheeded Real Rate Warning Presaged Equity Selloff
In “Mispriced Duration And The ‘Otherside’ Of Rising Rates,” I talked quite a bit about
Stocks Have A ‘Real’ Problem
Mainstream media outlets leaned on old faithful to explain another dizzying session for US equities,
Mike Wilson’s Slowdown Call Plays Out To Perfection
Last week’s equity rout in the US was “especially vicious” and suggested stocks have entered
Key Factory Gauge Misses Badly, Perpetuating US Growth Panic
The first of this week’s top-tier US data disappointed. Traders and investors are on high
The Simple Case For A Near-Term Stock Bounce
There’s a decent case to be made for a near-term bounce in US equities coming
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