“Immaculate disinflation” is the macro theme du jour. I suppose to employ it is to
Author: therealheisenberg
Herding Cats Around The ‘Immaculate Disinflation’
Traders and investors will get a welcome reprieve from top-tier US economic data in the
Popped Balloons
“They successfully took it down and I want to compliment our aviators who did it.”
A ‘Challenging’ Path Forward
You wouldn’t know it to look at the outsized gains across benchmarks in 2023, but
Exiles On Main Street
“He lost his job during the pandemic and hasn’t tried to get a new one
Credit Monitor: Too Much, Too Far, Too Fast?
If you’re looking for evidence that the general tenor (readers will hopefully appreciate the pun)
Brave New Markets
Last year, Nomura’s Charlie McElligott suggested that every session had become its own self-contained narrative
Goldman Says Scope For Additional Stock Gains ‘Limited’ After Rally
Goldman is raising their near-term S&P target. Or perhaps it’s more apt to say they’re
Funds Trapped In ‘Doom Loop’ Amid ‘Spot Up, Vol Up’ Trade
Some unlucky folks on the buy-side might be trapped in a “doom loop” with little
A Real Scorcher
The US economy added more than half a million jobs in January, hotly anticipated government
US Services Sector Activity Rebounds — With A Vengeance
If the blockbuster jobs report that blindsided markets on Friday wasn’t enough to convince you
‘Apocalypse Postponed’
If you’re looking for “signs of greed,” BofA’s Michael Hartnett sees one. He probably sees
Highs Before Valentine’s Day
Nearly $50 billion flowed into global equity funds over the past four weeks, according to
Food Prices Are Lower, So Where Are The Savings?
A fixture of the US political news cycle during the developed world’s worst bout of
AAA Letdown
Amazon averted a worst-case sales scenario during the final three months of 2022, results released
The Fed’s Latest ‘Credibility Crisis’
Does the Fed have a credibility crisis? Before you answer, let me give you the
Debt Ceiling: What If?
Although it’s far too early for equity benchmarks to care about “trivial” matters like a
Groundhog Day
The first question Jerome Powell took during this week’s post-FOMC press conference related to the
Labor Problems
Another week, another rock-bottom read on US jobless claims. If you’re looking anxiously for signs
Messy Bank Of England Decision Tips Pause After 10th Hike
The Bank of England hiked rates for a tenth consecutive meeting on Thursday. The 50bps
ECB Hikes, Pre-Announces Another Hike, Opens Door To Pause
The ECB got right to the point on Thursday while hiking rates by another 50bps.
Micromanaging Stocks Until Inflation Cools
Although you wouldn’t know it to look at financial conditions or, relatedly, stocks, bonds and
Easy Money
Asked during Wednesday’s press conference whether easier financial conditions as a result of buoyant stock
Talking Points
“We have more work to do,” Jerome Powell declared Wednesday, following another rate hike from
‘Bracing For Recession’
Feel free to put your own spin on things, but from where I’m sitting, decelerating
Job Openings Surge In Body Blow To US Soft Landing Hopes
US job openings rose to more than 11 million on the final business day of
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