If you’re waiting on a sustained rebound for risk assets (like stocks), you might be
Author: therealheisenberg
Burn The Playbook
Congratulations. You’ve borne witness to macro history. I won’t trouble readers with the usual semantics.
‘The Bear Market Is Not Over’: Goldman
“The bear market is not over, in our view.” So said Goldman’s Peter Oppenheimer and
It’s All About The Dollar: McElligott
“It’s all a US dollar trade,” Nomura’s Charlie McElligott said Monday, while recapping the trio
‘You Can’t Go Anywhere’: China Reopening Meme ‘Lasted A Week’
I’m not sure about much these days, but 26,824 isn’t 0. Of that much, I’m
Who Are You, And What’ve You Done With The Fed?
Try as US policymakers might to disabuse traders of the notion that peak Fed funds
FTX Owes Lots Of (Actual, Real) Money To Lots Of People
FTX owes a lot of real money to a lot of people who, thanks to
Wampanoag Week
US investors will pause this week in solemn remembrance of the generosity bestowed upon early
Stagflation, Stochasticity, Simplicity
The consensus is that stagflation is the consensus. The awkward wording there is intentional. At
What Wall Street’s Favorite Bear Expects In 2023
Wall Street’s favorite bear has good news and bad news. Ok, it’s mostly bad news.
Why This Time Is Different
This time is different. Or, actually, this cycle is different. The first of those two
Goldman Says These Five Themes Key For 2023
2023 will be the year when “we finally put pandemic disruptions behind us to deal
Don’t Cut The Wrong Wire!
Let’s be clear: The Fed funds rate modern markets can tolerate is almost surely lower than
Big Stock Inflow Shows ‘Chase Is On.’ BofA Says Fade It
The “chase is on,” BofA’s Michael Hartnett declared, in the latest installment of the bank’s
Americans Financed Fewer Expensive Used Homes Last Month
Previously owned home sales fell in the US last month. Because why wouldn’t they? Mortgage
FTX Bankruptcy: A Failure Of Everyone
John J. Ray III has seen some things in his time. He oversaw the liquidation
The Fed Versus Taylor Swift
What came first, inflation, market pricing, Wall Street Fed calls or Fedspeak? It’s hard to
Single-Family US Housing Starts Drop To 29-Month Low
Single-family housing starts dropped to a new post-pandemic low in October, data released Thursday showed.
Sam Bankman-Fried’s Greatest Gift
“F–k regulators.” Said Sam Bankman-Fried, apparently feeling a little lonely in the Bahamas. Crypto coverage,
Buyers ‘Increasingly Scarce’ In Worsening US Housing Crisis
Homebuilder sentiment dropped again in November, data released on Wednesday showed. It was the 11th
Surprise! Americans Still Spending
Surprise! Americans are still spending. On their credit cards, maybe. But still spending nevertheless. Retail
Americans Have Some Credit Card Debt
What do you get when you combine soaring credit card balances with rapidly rising rates?
Kolanovic: Recession ‘Difficult To Avoid’
A recession may be “difficult to avoid.” That’s according to JPMorgan strategists led by Marko
No ‘Big Low’ For Stocks Without Rate Cut Hope: Survey
We’re not there yet. It’s a familiar refrain when it comes to the “Big Low”
The Dollar Story
It was happening again on Tuesday. “It” means an unwelcome easing of financial conditions courtesy
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