Here’s hoping bad news is good news. US consumer confidence slid in August and an
Author: therealheisenberg
US Home Prices Keep Rising, Imperiling Fed’s Inflation Fight
US home prices rose a fifth straight month in June, according to lagged data released
Yes, China Is Staring At A Recession
Earlier this week, one reader parroted a familiar refrain: China isn’t headed for a recession
The US Labor Market Is Normalizing. Thank Immigrants
Reasonable (and unreasonable) people can disagree about the proper course of US immigration policy, but
Americans Have No Idea What’s Going On
America is a paradox. The US is the richest nation in the history of the
In Brief: Squaring The A.I., Productivity, Rates Circle
Scarcely a day goes by when you don’t hear something about the potential for A.I.
Many Western Voters Have Lost The Plot
Over the weekend, Mohamed El-Erian posted the cover of The Economist to his social media account.
Xi Watches 6% Stock Rally Evaporate In Six Hours
Now it’s embarrassing. Chinese officials watched a near 6% surge in Mainland equities evaporate on
Checking In On The Taiwan Canary
If you care at all about the fate of the world, you should be concerned
Traders Confront Wave Of Crucial Data Ahead Of US Holiday
It’s a data-heavy week in the US, where a whirlwind of indicators are expected to
Yevgeny Prigozhin Dies Third Time
Yevgeny Prigozhin is officially dead. Figuratively, he died on the weekend of June 24, when
China Halves Trading Tax In Bid To Rescue Stocks
Beijing on Sunday slashed by half a key levy on stock trades, the latest in
A Few Thoughts On The Dollar
Amid the Fed’s insistence on the “higher for longer” narrative, it’s all too easy to
You Didn’t Hold Your Breath Did You?
I’m hesitant to quote or otherwise amplify familiar bearish prognostications predicated on a set of
US Stock Funds Suffer Largest Outflow In Months
US equity-focused ETFs and mutual funds saw the largest outflow since mid-May over the latest
Powell Breaks No New Ground In Bland Jackson Hole Speech
If the US economy continues to grow at an above-trend pace, the Fed may be
The World: Changing, Ending Or Both?
Is the world changing or ending? Both, probably. We’re witnessing tectonic socioeconomic and geostrategic shifts.
Germany’s Economic Woes Worsen As Confidence Slides
Not that anyone needed additional confirmation, but an update on the key leading indicator for
Money Fund Assets Loiter Near Record. RRP Drain Stalls
An uneventful update on money market fund flows found total assets slipping from record highs
The $20 Billion Sell Flow Behind Thursday’s ‘Counterintuitive’ Stock Plunge
Stocks were supposed to rally if Nvidia delivered another blockbuster set of results. Nvidia held
Powell Unlikely To Chance R-Star Shocker
I doubt there was much to distill from Thursday’s price action in US markets other
Explosion, Missile Suspected In Prigozhin Plane Crash: Reports
“You got him?” “Yeah.” “You sure? Because if we f— this up…” “I got him,
‘It’s Time To Accelerate Equity Investment’: China Demands Stock-Buying
China’s Securities Regulatory Commission held a “seminar” on Thursday. If you weren’t invited, count yourself
BRICS+ For Short
Starting next year, “BRICS” will be harder to pronounce. Cyril Ramaphosa on Thursday announced the
‘The Race Is On’: Nvidia Delivers Monster Beat And Raise
A “macro event.” That’s how Nvidia’s Q2 results were billed by the financial media and
Yevgeny Prigozhin Might’ve Slipped On A Banana Peel
Yevgeny Prigozhin might’ve died in a plane crash. Whether the caterer-turned warlord-turned usurper was or
The Numbers Behind A Possible China ‘Lehman Moment’
Whenever there’s trouble in China, the media conjures Lehman. “China Needs A Lehman Moment” or
You must be logged in to post a comment.