Much has been made of the recent collapse in market breadth across US equities, and
Author: therealheisenberg
Another Weekend At Berkshire’s
Berkshire’s annual shareholder meeting was this weekend, which meant CNBC’s website looked a lot like
Americans’ Credit Card Balances Exploded Higher Amid SVB Failure
Consumer credit rose far more than expected in the US during a month defined by
Hawkish Standard-Bearer
If you’re looking for dovish, conciliatory soundbites from Fed officials, Jim Bullard isn’t your guy
Used Car ‘Doom’ Is Inflation Fight Boon
On a day when a hot average hourly earnings print accompanying the monthly US jobs
Jobs Report Rekindles Wage-Price Spiral Fears
The US economy added 253,000 jobs in April, according to scorching-hot figures released on Friday.
EPS Optimism May Be Detached From Recession Reality
So-called “Greedflation” may be propping up US corporate profits for now, but as the old
They Broke The Regionals. Sell The Last Hike
“Sell the last hike.” It’s a familiar refrain from one popular sell-side strategist, and he
First Republic Becomes ‘Other,’ Money Market Assets Hit New Record
First Republic’s discount window and BTFP borrowings rolled into the “Other credit extensions” line item
Greedflation ‘Melting The Glue Of Social Cohesion,’ Albert Edwards Warns
SocGen’s Albert Edwards is passionate about “Greedflation” or, more to the point, about highlighting the
Cook Says ‘Very Interesting’ A.I. Needs ‘Thoughtful’ Approach As Apple Beats
Apple is taking a “thoughtful” approach when it comes to “weaving” A.I. into its products.
‘Left-Tail’ Bank Risk Growing ‘In Real Time,’ McElligott Says
“The banks left-tail outcome is growing in real-time,” Nomura’s Charlie McElligott said Thursday, amid another
Americans Do Worry About Bank Safety After All
The percentage of Americans with more than $250,000 in their bank accounts may be vanishingly
US Labor Productivity Does Something It’s Never Done Before
While previewing this week’s deluge of key data out of the world’s largest economy, I
Lagarde Hikes Seventh Time. Calls Inflation ‘Too High For Too Long’
“The inflation outlook continues to be too high for too long,” the ECB said Thursday,
US Hiring Plans Plummet As Job Cuts Accumulate
Job cuts were the lowest of 2023 in April, according to figures released on Thursday. That’s
This Time May Be Different, Powell Says
“We are prepared to do more if greater monetary restraint is warranted,” Jerome Powell said
Fed Tips End Of Rate Hikes With Inflation Still Miles Above Target
As expected, the Fed raised rates at its May meeting by 25bps in what could
Human Resources: Is ChatGPT A Fad?
It’ll be years before we can say, with certainty, whether generative A.I. is a revolution
Russia Claims Ukraine Tried To Kill Putin With Drone
The Kremlin was attacked. Allegedly. Although it wasn’t possible to say precisely what happened, video
US Services Sector Still Expanding, Inflation ‘Concerningly Sticky’
A key gauge of services sector activity in the world’s largest economy was broadly consistent
A New ‘Subprime Is Contained’ Moment?
There was no rest for the weary Wednesday, as regional bank shares in the US
US Private Hiring Jumps ‘Aggressively,’ Pay Growth Drops
US private sector employers added twice as many jobs as expected in April, data released
The System Is Falling Apart
We need to update, refresh and modernize our systems and thinking. It occurs to me
Knives Are Out For America’s Regional Banks
“There may be another small one, but this pretty much resolves them all,” Jamie Dimon
US Labor Market Takes Another Step Down Long Road To Normal
For the second consecutive month, US job openings fell more than expected, leaving the door
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