Meta returned to top-line growth in Q1, results released after the bell on Wednesday showed.
Author: therealheisenberg
Who’s Gonna Buy Stocks Now?
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America Now A 5% Inflation Country, Summers Says
I’ve said it over and over again, and it’s not an especially popular talking point
‘A Long And Meaningful Phone Call’
For the first time since Russia invaded its neighbor, Volodymyr Zelensky spoke to Xi Jinping.
‘Things Have Changed’: Quants Could Sell $276 Billion In ‘Down Big’ Tape
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The Recession That Never Came
Another day, another reminder that a US recession is just around the corner. Allegedly. I’m
4 Reasons One Bear Hasn’t Turned Bullish
For quite some time now, one bank’s leading earnings indicators have tipped a marked deceleration
New US Home Sales Surge. Average Prices Jump Back Near Record
New home sales in the US soared almost 10% last month, as lower mortgage rates
Surprise! US Home Prices Are Rising Again
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Americans Condemn Themselves To Election Rematch They Don’t Want
In an NBC News poll released last week, 70% said Joe Biden shouldn’t seek reelection.
Kolanovic, McElligott Weigh In On Collapsed Stock Volatility
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US Equities Vol Regime Undergoes ‘Polar Opposite’ Shift
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Misplaced Optimism, False Fed Optic, Liquidity Blamed For Sturdy Stocks
Morgan Stanley’s Mike Wilson still thinks earnings estimates are too optimistic. He’s also convinced that equities
Credit Suisse Had A Bad Quarter
Credit Suisse released Q1 results on Monday. They weren’t great. I suppose you could say
Understanding The Valuation-Rates-Macro Nexus
If last year’s cross-asset malaise taught us anything, it’s that no correlation, no matter how
Macron’s China Strategy Backfires As Diplomat Infuriates Baltics
“It is strange to hear an absurd version of the ‘history of Crimea’ from a
If SVB Was A ‘Crisis,’ Six-Month Rate Cut Odds Are 70%
Last week, during a Bloomberg forum, Brian Moynihan suggested the media and market participants might
A Fragile Equilibrium Meets Key Data As Traders Await Fed
Fed officials will be in their pre-meeting communications moratorium this week, which is just as
Reinventing Wheels
“Is that ready?” It was 4:45 AM, or thereabouts. Kazakhstan had floated the tenge, and
Another De-Dollarization Reality Check
It’s not just your imagination, even if the narrative is (mostly) imaginary: De-dollarization is a
D.C. ‘X-Date’ Debate Heats Up Amid Lackluster Tax Receipts
When will the US default? Never. Or at least not in the way that everyone
High Profits, Hibernating Fear
Earlier this week, I talked a bit about the “too low” VIX. It’s a familiar
Breaking The Weak To Brake Inflation
It’s fine unless you need new financing. That applies in a lot of contexts right
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