The energy wars were above the fold again on Wednesday. Not that they ever retreated
Author: therealheisenberg
Biden Respectfully Reminds You Inflation Is Fed’s Thing
Over the last 48 hours, Joe Biden made it pretty clear who voters should blame
Only A Ukraine Cease Fire Can Stop Stock Bear Market
If you’re betting on anything more than a short-lived bounce in US equities, an end
US Home Prices Stage ‘Final Parabolic Spurt’
The historic surge in US home prices took another dramatic leg higher in what may
Europe’s Ban On Russian Oil Isn’t ‘Maximum Pressure’
Europe stumbled towards a modified embargo on Russian oil Tuesday, after Brussels agreed to ban
In Europe, Depressing Data Suggests Die Is Cast
“The latest inflation figures… confirm the necessity of a gradual but resolute monetary normalization,” Francois
US Consumer Confidence Holds Up. With Caveats
Optimists claimed a small victory in the tug of war for control of the macro
Inflation Isn’t Done With Us Yet
Markets pull forward expected future outcomes, so there’s a sense in which you could argue
Hedge Funds Face The Music After Historic ‘VIP’ Drag
Hedge funds may be hit with $20 billion in redemptions during the remainder of this
Stock Rebound Gets Test From US Jobs Report, Data Deluge
The holiday-compressed US trading week features a daunting data docket that’ll test investors’ mettle after
Normal. With Chinese Characteristics
Investor sentiment was a semblance of buoyant to start the new week as China eased
Billions At Stake As Bored Ape Battles Crypto Bear
I’ve welcomed quite a few new readers this year, and particularly over the past few
Is Decentralized Finance Imploding?
“You can’t issue unlicensed securities and use your friends as the underwriters,” I told someone
‘The Market Is Always Embracing The Worst Possible Scenario’
“What if the curve has been right all along?” Deutsche Bank’s Aleksandar Kocic wondered, in
Retail Investors Sell Almost All Stocks Bought During Pandemic
We talk incessantly (and often derisively) about “the retail investor.” We’re never very precise about
The Stock Selloff Probably Isn’t Over
Foraging for winners in the smoldering wreckage of 2022’s charred cross-asset landscape conjures The Road,
The Myth Of Americans’ ‘Extra’ Dollars
Part and parcel of most constructive takes on the US economy in 2022 is the
$21 Billion In Dip-Buying Spotted As S&P Snaps Losing Streak
The “summer rally bandwagon is growing.” That’s according to BofA’s Michael Hartnett who, in the
Peak Inflation? Save Your ‘Nuance’
Key personal income and spending data released Friday came in largely as expected, a relief
From Markets To Politics, It’s All About China’s ‘Trajectory’
Shares in Hong Kong closed out an otherwise lackluster week on a high note Friday,
As Middle Class ‘Trades Down,’ Dollar Stores Trade Up
“The great thing at Dollar General is that we offer that value,” CEO Todd Vasos
Albert Edwards Spots ‘Elephant In The Room’
Albert Edwards wants to “talk about stocks.” But not those stocks. In a Thursday note,
Popular Strategist Sees ‘Critical Near-Term Pivot’ As Stocks Rally
Although the bar for the Fed to slow the pace of rate hikes remains very
A Wild Trip Through Turkey
Turkey kept rates on hold Thursday which, to the uninitiated, probably doesn’t sound like news.
‘Slowest In Nearly A Decade’: Pending Home Sales Drop Again
Pending home sales in the US fell more than expected in April, data out Thursday
Around A Burning World
Sentiment was muted in Asia Thursday, and only slightly better than that in Europe, as
Retail Investor Mania Fizzles In Unforgiving 2022
Remember the retail investor mania? For a few months in early 2021, Reddit residents and
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