“When you give roses to others, the fragrance lingers on your hand.” So said Xi
Author: therealheisenberg
Housing Starts Tick Up, Mortgage Apps At 28-Year Low Amid Rate Surge
US housing starts missed estimates for September in data released on Wednesday, even as they
Inflation Data Offers No Clarity For Befuddled Bank Of England
Unless you’re a Bank of England policymaker, inflation data out of the UK wasn’t on
Gaza Hospital Disaster Raises Odds Of Mideast Worst-Case
“The shreds of the bodies have overlapped.” That’s a quote from a doctor at Al
Bond Fireworks: Largest Treasury ETF Now More Volatile Than Stocks
Anyone hoping for a reprieve from the “penny stock“-esque, rollercoaster price action that’s come to
Who’ll Buy Equities In 2024?
Market participants are understandably concerned about what many argue is a burgeoning supply/demand imbalance in
Frustration Grows As Americans Need $115K Salary To Afford Homes
The highest mortgage rates in decades continued to weigh on US builder sentiment in October,
D-Sol Scratches Up Mixed Results As Goldman Tries To Placate Critics
Last quarter, the question at (or at least for) Goldman was: Is this as bad
Americans Refuse To Stop Spending
The US consumer is unbowed, undaunted and unperturbed, a closely-watched update on nominal spending across
Bank Of America Is Doing Fine
The US economy is “healthy but slowing,” Brian Moynihan said Tuesday, while unveiling a set
Kolanovic, JPMorgan Add Bonds, Gold Amid Familiar Risks
Different month, same risks. That was the overarching message from JPMorgan analysts led by Marko
Are We There Yet? (No)
On Monday, while perusing the sparse menu of non-geopolitical articles on offer across the mainstream
Read The Paper
A long time ago, in a galaxy far, far away, there were physical newspapers. I’m
Treasury Market Struggles With Unfamiliar Dynamic: Buyers Who Care About Price
There’s a lot of focus on Treasury supply right now, and that’s an understatement. Last
Where To Now For The Chinese Economy?
I don’t know what to make of the Chinese economy these days, which puts me
A Spread Worth Watching?
Who you gonna believe, gas prices or the labor market? Last week, the preliminary read
Mike Wilson Says Bah Humbug To Santa Rally
Morgan Stanley’s Mike Wilson isn’t convinced US equities are poised for a “Santa rally.” Wilson
Are Markets Overestimating Right-Tail Risk?
It’s been all right-tail and no left- in recent weeks, according to option-implied, three-month ahead
Sell Cash, Buy Bonds?
Who’s going to buy all the bonds?! Shrieked the audience. Although there’s still no firm
Line Of Fed Speakers, Key Data In Focus As War Drums Beat
Investors will get an update on consumer spending across the world’s largest economy this week,
Tough Love
Price discovery is a helluva thing. It’s also a normal thing. Or at least it
Another Damned Holy War
“It’s important, I think, that we all condemn the targeting of civilians in any form
US Equity Funds Return To Outflows But Bullish Sentiment Jumps
US equity-focused ETFs and mutual funds returned to outflows over the latest weekly reporting period.
Bonds In Limbo After Historic Crash
A few days ago, I made the passing observation that if Fed officials are inclined
Bonds May Offer ‘Stock-Like’ Returns In 2024
Did you hear? Bonds could be set to offer “equity-like” returns in 2024. I’m serious.
Dimon’s ‘Dangerous World’ Warning Is Caveat To Solid JPMorgan Results
“This may be the most dangerous time the world has seen in decades,” Jamie Dimon
Consumer Sentiment Darkens As Inflation Concerns Return
US consumer sentiment deteriorated considerably in early October. The preliminary read on the University of
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