The people who control the money are broke! Fair warning: This is a heavy sarcasm
Author: therealheisenberg
IMF Serves Up Lavish Banquet Of Doom
It’s not lookin’ good. That’s the short version of the IMF’s new World Economic Outlook.
UK ‘Mixes Uppers With Downers’ In Wild Policy Debacle
A glaring policy disparity is emerging in the UK, and I don’t just mean between
Linker Madness Forces Bank Of England Further Down Rabbit Hole
LDI funds in the UK “have made substantial progress” over the past week in addressing
Dimon, Jones, Socrates And Wood
Sometimes (ok, pretty much all of the time) I wonder whether we, as market participants,
‘Unanimous? Really?’: Cathie Wood’s Open Letter To Jay Powell
Regular readers have heard the story more times than most probably care to recall. I
Chips Ahoy!
Wars, wars everywhere. Lost in the macabre daily news flow out of Ukraine Monday was
‘Mass Strikes’
“Curtains flapped from inside the shattered windows of a high rise residential building,” Megan Specia
Still Meeting Outside The Bunker. For Now
For those weary of war and macro doomsaying, the week ahead will be an arduous
Earnings Season Is Here!
Earnings season is upon us, and that’s not necessarily a good thing. The “profit reckoning”
Plenty Of Pain. Still No Gain
“Fed officials won’t relent on path to 4.5% and may move higher,” one headline declared
R** And The Funniest Thing You’ll Read All Week
The topic du jour across markets and macro in October is the “breakage” discussion. Posed
Summers: It’s ‘Soul-Searching’ Time For Risky Economic Model
Mary Daly’s protestations aside, the Fed knows that continuing to hike policy rates in large
Burning Bridges
“Part of the crossing collapsed into the sea.” That’s a quote from voluminous Saturday coverage
75 Minutes To Midnight
As you might imagine, the September jobs report was widely viewed as confirmatory for another
Investors Flee Screaming To Cash Amid ‘Armageddon’ Overhang
Cash isn’t trash anymore. Maybe you noticed. Ray Dalio did. “As John Maynard Keynes is
Good News Of The Bad Variety
The US economy added more jobs than expected in September, while the unemployment rate moved
One Bear Is ‘So Tempted’ To Turn Contrarian Bull. Alas…
It’s “so tempting to be a contrarian bull,” BofA’s Michael Hartnett said. After all, bonds
‘Abundant, Wide’ Market Dislocations ‘Unlikely To Disappear’: Kocic
These are unprecedented times. I’m immediately compelled to roll out two caveats that frustrate some
Jeffrey Sachs And The Nord Stream: A Counter-Narrative Case Study
I’ve long described my raison d’être in terms of the intersection between geopolitics and finance.
OPEC+ Output Cut: The Bigger Picture
There’s most assuredly a tie in between the naked politicization of the world’s most financialized
US Believes Daria Dugina Assassinated By Ukrainians: NYT
War is hell. Elements within the Ukrainian government might’ve been responsible for the August 20
The OPEC Problem
“Shortsighted.” That, in a word, is what the Biden White House thought of OPEC+’s move
Why Would The Bond Vigilantes Spare The Bank Of England?
Since announcing an emergency bond market intervention last week to prevent the UK pension complex
Resilient, Stubborn Or Stagflationary?
US services sector activity was healthy in September, according to top-tier data released on Wednesday.
The ‘Absolutely Staggering’ Flows Behind This Week’s Fireworks
On Tuesday evening, while recapping the largest two-day gain for US shares since the tumultuous
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