Hindsight is a helluva thing. If time travel were possible, hindsight would be tantamount to
Author: therealheisenberg
The Bullfighter
Equities have proven remarkably resilient in the face of recent banking sector tumult and amid
The Simple Dynamic Most Investors Miss
Too many investors are missing a very simple, but very important, dynamic at the heart
‘Fed Cuts Versus Recession’: The Next Battle
Where to from here? “Recession! That’s where.” Or so goes the refrain from seemingly everyone
In Macro Limbo, Your Guess Is As Good As Anyone’s
The data calendar in the US is relatively sparse in the new week, which could
Kevin McCarthy To Get Unseriously Serious About US Debt Standoff
It’s tax week in the US, and Kevin McCarthy is apparently poised to detail House
Lula, Xi And Two Quick Thoughts On De-Dollarization
“We have interests in building a new geopolitics so that we can change world governance,”
Inflation Is Independent Of Money And Policy, PhDs Remind You
“Inflation, as a phenomenon, is independent of central banks and money. It can easily occur
US Rents Fall First Time Since Pandemic
There’s good news for America’s legions of renters who, thanks to the pandemic housing frenzy
What Jamie Dimon Said On JPMorgan’s Earnings Call
For obvious reasons, market participants were keen to hear from Jamie Dimon on Friday. JPMorgan’s
Among The Giants
Bigger is better when you’re a bank. Big banks might contest that assertion depending on
Bulls, Bears And Surprises
Like most people who harbor generalized doubts about humanity, not much surprises me. I often
Waller Versus Bostic
Raphael Bostic is ready to pause Fed rate hikes after one final move in May.
JPMorgan, Dimon Pass Earnings Test With Flying Colors
JPMorgan kicked off big bank earnings with a very solid set of results, particularly under
Americans Fly Blind On Inflation. Unmoved By Bank Drama
If US consumers are worried about banking stress, it’s not showing up in surveyed sentiment,
Ambiguous Retail Sales Suggest American Consumers In Limbo
US retail sales fell more than expected in March, data released on Friday showed, adding
Fed Backstop Borrowing Falls Again
Banks continued to avail themselves of Fed liquidity backstops over the last week, but the
Money Market Fund Assets Swell, Approach $5.3 Trillion
Surprise! Money market funds attracted another $30 billion over the latest weekly reporting period, data
Local Oil Man Gets 50% Raise. Makes $36 Million
Typically, I wouldn’t go out of my way to call out CEO compensation, where “out
Was The Plunge In US Banking Lending An Optical Illusion?
Was America’s much-hyped “credit crunch” a mirage? As most regular readers will recall, Fed data
Fed Gets More Disinflation Evidence With Cool PPI, Rising Jobless Claims
In another constructive development for the disinflation narrative in the US, producer prices across the
ECB Notices Greedflation. Albert Edwards Offers Another Warning
Earlier this week, I suggested the purported wage-price spiral which many argue is driving inflation
From SoftBank To Apple, Capital Cringes At Xi
SoftBank and Prosus are selling more Alibaba and Tencent. That’s not the best news if
Americans Harbor Very Negative View Of Xi Jinping In New Poll
“Few Americans have confidence in Xi to do the right thing in world affairs, including nearly
Fed Staff Saw Recession From Bank Stress, Minutes Reveal
The word “recession” came up three times in the March FOMC minutes, all in the
Goldman Changes Fed Call Amid Tight Credit, Mixed Official Messaging
The US is “certainly” past peak inflation, Tom Barkin told CNBC on Wednesday, following a
Soft Landing Up North? BoC Seems To Think So
A month after becoming the first developed market central bank to pause a tightening campaign
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