I’ll confess to being genuinely incredulous at the financial media’s use of words like “resilient”
Author: therealheisenberg
Kramatorsk
The Russian military appeared to target fleeing civilians Friday, when a Tochka-U missile slammed into
Grantham: ‘Putin’s Invasion’ Another Resource Wake Up Call
When last I checked in on Jeremy Grantham, he was busy explaining that the S&P
The New World Order (Out Of Context)
Although context is key in most cases, sometimes it helps to assess news flow out
‘Unfriendly’ Human Rights Council Suspends Putin’s Russia
For the first time since 2011, the UN General Assembly voted to suspend a nation
Albert Edwards: ‘Fed Funds Won’t Rise Beyond 1%’
Over the past two weeks, I’ve been especially keen to suggest that the Fed is
Energy, Weapons And Weaponized Energy
“In one of them, a soldier apparently told another that they had just shot a
Fed Unveils QT Parameters. ‘A Few’ Officials Warn On Credibility
“Many” Fed officials believed “one or more” 50bps rate hikes may be warranted at future
Russia Default Odds Hit 99% As Yellen Forces Ruble Payment
As expected, the US is moving ahead with additional measures against high profile Russians and
‘Like Death’: Rates, Credit Confront Policy Reaper
Rates are trading “like death,” one popular strategist wrote, in a Wednesday note. Other analysts
Stocks ‘Incoherent’ As Mechanical Flows ‘Mask Macro’: McElligott
The mechanical rally that found US equities closing out an otherwise abysmal quarter on a
Something’s Going To Break
The worst bond selloff on record accelerated Wednesday, with the usual caveat that the move
G7 To Ban Investments In Russia As Sanctions Top 8,000
Russia was already the most sanctioned nation on the planet. As of Wednesday, it’ll extend
Russia, The Dollar And The Real Realpolitik
Janet Yellen may force Russia and, in some cases, the country’s corporate sector, into default.
Demand Destruction Or Bust
Equities and rates were a hopeless conundrum Tuesday ahead of the March Fed minutes which,
US Services Sector Heats Up. Inflation Pervasive
The US services sector was robust during the final month of the first quarter. Or
The ‘New World Order’ Looks A Lot Like The Old World
Headlines continued to paint a somewhat grim macro picture Tuesday. 2020 now seems like an
‘Bear Market Rally Over’: Wilson Unplugs Stock Rebound
I hope you enjoyed the bear market rally. Because it’s over now. Or at least
Biden Floats War Crimes Trial For Putin
“Remember I got criticized for calling Putin a war criminal,” Joe Biden reminded reporters on
Jamie Dimon Talks ‘Human Existence,’ ‘Explosive Situations’
JPMorgan is prepared for anything “in all times,” Jamie Dimon declared on Monday, in his
Bucha Flashpoint
The EU on Monday called on Vladimir Putin to stop the war in Ukraine “immediately”
Fed’s Rate Hikes May Shatter 14-Year Dream State
Bill Dudley thinks a US recession is “inevitable.” Not everyone agrees. Asset prices, for example,
Cathie Wood Castigates Fed. Says Powell ‘Playing With Fire’
On Saturday evening, someone told me they were headed to their first cocktail party in
What ‘Usually’ Happens To The S&P After Curve Inversions
Stocks are looking past rising yields in part because the move in reals merely marks
Zoltan Pozsar’s Fairy Tale
Zoltan Pozsar scarcely needs to exalt himself. The financial media does that for him. In
Assets Not Pricing ‘Inevitable’ Recession, Former Dudley Employer Says
Inevitably, Bill Dudley’s “inevitable” recession call prompted pushback from some market participants and served as
Inversions And Reversions
It’s a good thing the yield curve doesn’t matter. If it did, we’d be in
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