Global growth expectations might’ve bottomed this month among fund managers. That’s according to the December
Author: therealheisenberg
Samuel Bankman-Fried Is Under Arrest
“Earlier this evening, Bahamian authorities arrested Samuel Bankman-Fried at the request of the US Government,”
Kolanovic Goes Underweight Stocks, Warns Of ‘Potential Risk Event’
Late last month, JPMorgan’s Marko Kolanovic said that by this time next year, central banks
Divergent Stock Outlook Reflects America’s Wealth, Education Divide
Well-off Americans expect a Fed pivot. That’s one way to explain the widest disparity in
Americans Felt Better About Inflation Last Month, Fed Says
Good news: Near-term consumer inflation expectations moderated significantly in November, according to the latest installment
Recreating The Sun
The holy grail was located near San Francisco. California-based scientists studying fusion energy at the
China’s ‘Giant Wave’
“Official COVID case counts have been rendered meaningless.” So declared Bloomberg on Monday, in an
Central Banks Set For 225 Basis Point Hiking Flourish
The December FOMC meeting is the marquee event this week, but Jerome Powell won’t be
Fed Finale: What To Expect From 2022’s Last Meeting
This time last year, the Fed was busy disavowing “transitory” as a description of the
Is The Fed Trying Hard Enough?
Rates aren’t high enough yet. If you like tautologies, that’s the best way to explain
JPMorgan Ponders ‘Armageddon’ Scenario
“Pause is not enough.” That’s one of four possible macro scenarios included in JPMorgan’s 2023
Goldman’s Clients Fear ‘More Bearish’ 2023
Goldman’s clients — some of them, at least — are more pessimistic about equities in
Will The Fed Give Up On 2% Inflation?
Fed officials have uniformly rejected the notion that it may ultimately be impossible to restore
Upbeat. But Not Really
The last of this week’s sparse US economic data was mercifully upbeat. Or as upbeat
Cancel Your PPI Parties
Cancel any weekend PPI parties you had planned. Producer prices in the US rose more
‘Sell The Last Hike’
It’s fair to say markets are obsessed with the idea that the last Fed hike
Deflation In An Inflationary World
“The spirits” were better Friday, as global equities attempted to trim this week’s losses ahead
‘The Spirits Are Down’
A handful of headlines sounded promising on Thursday, but by and large, they belied recycled
Trump, Bankman-Fried And OverDue Process
The Sam Bankman-Fried saga poses a dilemma for me. It’s a similar dilemma to that
A Healthy Dose Of Xi Jinping Hysteria
Concerns around the rapid abandonment of strict pandemic control measures in China filled a news
‘Capitulation Events’ And ‘Nightmare Scenarios’
The rates-driven, valuation compression stage of the bear market may be mostly behind us assuming
Press Pause
Rate hikes from developed market central banks continued on Wednesday. Admittedly, we might’ve passed the
Goodbye ‘COVID Zero’
China eased COVID restrictions on Wednesday. Again. Amid a rapid rollback of testing requirements across
Warnock, Walker And A Nation Adrift
“There’s no excuses in life,” Herschel Walker said late Tuesday, his penchant for poor grammar
Smoke Signals And Fantasy Worlds
The Fed is planning to hike rates beyond 5% in 2023 and company analysts are
This Ain’t Over: Macro Discomfort Returns For The Holidays
Muted markets and subdued sentiment looked more like visible discomfort by noon on Wall Street
Dimon On Crypto, Hurricanes And Cups ‘Runneth Over’
Jamie Dimon has a lot on his mind. And Dimon’s mind isn’t something he’s shy
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