Markets are forward looking and the near universal adoption of the The Great One’s famous
Author: therealheisenberg
Is The Permafrost Finally Thawing In Japan?
Japan famously suffers from a number of economic maladies, some of which are generally seen
‘A Perfect Storm For Volatility’
“Our track record at understanding inflation is really, really bad.” That rather stark admission, from
Independence Day
If you read any overdramatized market wraps produced by mainstream financial media outlets headed into
Fear The 4th Quadrant: Kocic Says Markets At Critical Juncture
“The unwind of financial repression is qualitatively different from traditional recoveries,” Deutsche Bank’s Aleksandar Kocic
Spare A Thought For The Small Businesses
“Overall, small business owners are not optimistic about 2023,” Bill Dunkelberg sighed on Tuesday morning
Pozsar Prophecies Panned As ‘Austin Powers’-Style Parody
Rabobank’s Michael Every is having none of it. By “it,” I mean any variation on
JPMorgan ‘Skeptical’ Of Rally, Says Soft Landing ‘Unlikely’
“We are skeptical about a durable rally,” JPMorgan analysts led by Marko Kolanovic said Monday.
Zoltan Pozsar, Humble Plumber
“After all, I am just a ‘plumber,’ not a geostrategic expert.” So said Zoltan Pozsar,
Mike Wilson Worries Bears Aren’t Bearish Enough
Morgan Stanley’s Mike Wilson can scarcely remember a time when he’s had as much interaction
Markets Enjoy More Incrementally Good Inflation News
Although it’s only as good as this week’s CPI report and, after that, the first
Bolsonaro Gets His Trump Moment
A riot in the halls of power fueled by false claims of election fraud perpetuated
Balloon Animals
The good vibes on Wall Street engendered by last week’s “Goldilocks” jobs report are set
Is The US Profit Recession Finally Here?
Those of a bearish persuasion have waited six months (at least) for concrete evidence to
A ‘Most Unfortunate’ Week For America
“It took this long, now we learned how to govern.” Said Kevin McCarthy, in a
Point Of Pride
The West tried to give Xi Jinping the vaccines he needed to help protect 1.4
Bad Service!
The US labor market is still hanging tough, according to this week’s slate of top-tier
Crucial US Jobs Report Is Goldilocks With Asterisk
The US economy added 223,000 jobs in December, the government said Friday. That was ahead
Europe’s Caveat-Laden Inflation Drop Eyed Warily
Allahu Akbar! Inflation in Europe receded more than expected in December, data out Friday showed.
The Fed ‘Will Love Me Even If I Don’t Listen’
“I’ll be over 5% and I see staying there for some time,” Esther George told
US Jobs Market Refuses To Surrender
Thursday brought more robust jobs data out of the US economy, underscoring the Fed’s uphill
Bring Back Bezos
In late April of last year, while unveiling Q1 results, Amazon foreshadowed an overcapacity problem
Fed Offers Rare Rebuke Of Market Rally In Meeting Minutes
Those of you old enough to remember three weeks ago will recall that Jerome Powell
Yield Curve Godfather Says This Time May Be Different
“Ask the yield curve” is a common reply when it comes to questions about whether
Crucial US Labor Market Data Shows No Rebalancing Progress
There were 10.458 million job openings across the US economy on the last business day
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