How much did “extra” liquidity matter for the rally in equities from the October lows?
Author: therealheisenberg
Wilson Pivots, Says Stock Rally May Continue. For Now
Mike Wilson has seen enough. For now, anyway. US equities may manage to sustain a
6% Or Higher Rates Possible On Hot US Spending: Goldman
What if the world’s largest economy refuses to decelerate? That’s the $26 trillion question looming
Market Ponders ‘Radically Different’ Rate Paths At Fed Crossroads
Last month’s dramatic hawkish repricing across the US rates complex found traders fading the odds
Traders Eye Big Week As Powell, US Jobs, Central Banks Loom
It’s a big week for the US economy. Crucial jobs data will be a verdict
What To Make Of China’s ‘Low’ Growth Target
There were three general takeaways from what I described as China’s “cautious” growth target for
China Comes Out Cautious With 2023 Growth Target
Better to under promise and over deliver I suppose. China on Sunday set what it
US Plan To Establish China Investment Curbs Imminent
Early last month, I sketched the contours of a Biden administration plan to restrict American
No End Seen To America’s High-Stakes Inflation War
Where does it end? That’s the question now for market participants warily (and wearily) eyeing
Fed May Need To Torch $30 Trillion To Tame Inflation
The Fed’s credibility problem is beginning to grow again. And no, I don’t mean the
2023’s Exodus From US Stock Funds Nears $40 Billion
I felt compelled Friday to pen a quick update on the equities flow story in
‘Year Of The Bond’ Meme Powers $30 Billion Treasury Inflow
2023 was supposed to be the “year of the bond.” The thesis behind that mantra
Inflation Is Embedded In The US Services Sector
Friday’s hotly-anticipated read on the state of the US services sector was good, but it
$70 Billion Runs To Cash Amid Macro, Policy Ambiguity
Cash is king. For once, that’s not just a tired cliché to describe risk aversion.
‘The Secular Script’ For An Inflationary Epoch
“An era of extraordinary monetary policy is over,” BofA’s Michael Hartnett declared, dusting off a
Credit Monitor: Outflows For Junk, Record Supply, Bad Month For IG
US junk funds bled another $2.3 billion during the latest weekly reporting period, data released
US Home Prices Fall First Time In 11 Years. But…
It was inevitable, but now it’s official. Sort of. US home prices are falling on
Stargazers
We may be living through the early stages of a “historically unique period.” In the
Say No To Chop, Yes To Cash
Who wants to deal with it? If you’re not asking yourself that question vis-à-vis the
Key US Labor Cost Gauge Triples In Ominous Revision
Unit labor costs in the US rose at nearly triple the initially reported rate during
US Takes Important Step Towards Leaving 30 Million People Hungry
Late last year, when US lawmakers decided, at the last minute, to fund the government
Could The Inflation Crisis Dissolve The Euro?
To exactly nobody’s surprise other than the economists whose forecasts again proved misguided, inflation in
Determined Hawks, Ambivalent Bulls
Markets felt all at once tense and disinterested following what it was fair to call
‘Good For Main Street,’ Bad For Financial Assets
Let the crocodile tears flow freely. The macro regime has shifted in favor of everyday
Disappearing Disinflation
This week’s only marquee data release out of the world’s largest economy was amenable to
Trapped Underwater: America’s Looming Used Car Crisis
“Is the car free?” wondered a Tennessee resident, who leased a used Volkswagen Passat from
Mortgage Apps At New 28-Year Low In Sad ‘Nobody’s Market’
US mortgage rates rose to the highest since November last week, putting further pressure on
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