In “‘Where Does One Go When Everything Sells Off?’” I said there’s nothing singularly terrible
Author: therealheisenberg
Neel Kashkari Makes A Stunning Admission
“It’s a ‘no harm, no foul’ kinda thing,” I told someone last week, while explaining
The Deeper Meaning Behind May’s Manic Cash Grab
Monday was unambiguously bad for anyone hoping to see evidence of dip-buying or other signs
Dollar Doubters Relearn Market’s Most Enduring Axiom
Risk sentiment was very poor to start another pivotal week. Trade data for April betrayed
China’s Yuan Plunges As Lockdowns Cripple Export Machine
The onshore yuan dove 1% against the dollar Monday to the weakest in more than
‘Where Does One Go When Everything Sells Off?’
The QT trade will naturally, even necessarily, be a mirror image of the QE trade.
‘Whiplashed’ Traders Confront Another Pivotal Week
“Whiplash,” read the title of one bank’s weekly compendium of global rates research. It’s an
‘The Most Chaotic Macroeconomic Times In Decades’
“We live in the most chaotic, hard-to-predict macroeconomic times in decades,” Morgan Stanley’s Chief Global
Higher Stocks ‘Antithetical’ To Fed’s Goals, Goldman Says
Higher stock prices “would ease financial conditions and therefore be antithetical to the Fed’s goal,”
Stocks ‘Nowhere Near The Bottom’ With Panic Absent
“We’re nowhere near the bottom,” someone quoted by a mainstream financial media outlet said Friday,
Inflation May Be Here To Stay. 4 Reasons Why
Inflation is generally expected to peak at some point over the next several months. Or
We Built A ‘Doomsday Momentum Machine.’ Now It’s Blowing Up
During the vicious, tech-led selloff that wiped away a fleeting, post-FOMC bounce in US equities,
Algos And E-Commerce, Bonds And Bloodshed
If you were wondering whether familiar accelerant flows played a role in Thursday’s wild ride
McElligott Explains The ‘Fixed Income Disaster’
The dramatic bond selloff that blindsided US equities less than 24 hours after Jerome Powell’s
US Jobs Report Sturdy, With Caveats
The US economy added 428,000 jobs in April, hotly-anticipated data out Friday showed. That was
Xi Pledges ‘No Retreat’ On COVID. Stocks, Yuan Retreat
Chinese shares tumbled Friday, amid ongoing concerns around the economic fallout of Xi Jinping’s strict
Why The Fed May Be Happy About Thursday’s Stock Crash
Two weeks ago (give or take), I detailed the “the simple reason” US equities needed
Explaining The US Economy’s ‘Since 1947’ Moment
In what I’d be inclined to call another blow to constructive takes on the outlook
A Very Bad Day On Wall Street
2022 has seen its share of harrowing sessions on Wall Street. But Thursday was bad
Abrupt Bond Selloff Sparks Mayhem
Things took a dramatic turn on Thursday, as a rapidly escalating US bond selloff undercut
Bank Of England Debacle: 10% Inflation, Recession Risk, Dissent
The Bank of England celebrated 25 years of independence by hiking rates 25bps on Thursday.
‘COVID Zero’ Untenable Amid ‘Severe’ Chinese Economic Drag
There was no respite from Chinese economic gloom on Thursday, as Mainland markets came back
Powell Shoots Down 75, But Talks Tough On Inflation
“In principle,” the Fed can cool the labor market and bring supply and demand back
Fed Delivers Largest Rate Hike In Two Decades, Unveils QT
As expected, the Fed delivered the biggest rate hike in more than two decades on
‘Buy The Dip’ Declared Dead As Margin Accounts Turn Negative
For the first time in nearly two years, investors are deleveraging. Despite a favorable seasonal
US Small Business Hiring Collapsed In April, Alarming Data Shows
US private sector employers added 247,000 jobs in April, ADP said Wednesday. That was far
US Services Sector Struggles With Pervasive, Familiar Constraints
The US services sector expanded at a slower-than-expected rate in April thanks to pervasive distortions
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