Amazon delivered disappointing revenue guidance after the bell Thursday, underscoring the notion that even the
Author: therealheisenberg
The Illusion Of A Stock ‘Market’
So far, 2022 is a macro tragicomedy. I’ve long suspected my penchant for describing various
Meanwhile, Sweden Executes ‘Record-Large’ Hawkish Pivot
The Bank of Japan wasn’t the only central bank to surprise markets Thursday. Although the
US Economy Moves To Brink Of Recession
The US economy contracted at a 1.4% annualized rate during the first three months of
Bank Of Japan Throws Gas On Burgeoning Asia FX War
It was all about the yen on Thursday, when the Bank of Japan surprised markets
Of The Fed, We Now Demand The Impossible
The Fed is attempting to do the impossible. That characterization could be applied to any
Surprise! US Pending Home Sales Slow, Mortgage Apps Dive
Pending home sales fell more than expected in the US last month, data out Wednesday showed.
Goldman On Russia’s Gas Halt: ‘This Raises The Stakes’
The physical impact of Russia’s move to halt gas flows to Poland and Bulgaria is
‘Unacceptable’ Russia Gas Cuts Force EU Energy Reckoning
The EU is “prepared” for a scenario in which Vladimir Putin threatens the bloc’s energy
Poland Gas Cutoff, Tech Disaster Leave Markets Reeling
It’d be difficult to imagine a more inauspicious mix of headlines than those investors confronted
Deutsche Bank Stunner: ‘We Will Get A Major Recession’
Starting last year, Deutsche Bank began publishing a new series of papers dedicated to furthering
Down Payment Burden For New Homes Hits $105,000
New home sales in the US fell more than expected in March, data out Tuesday
Fed May Have Just Two Hikes Left, SocGen Quant Suggests
Market pricing for Fed hikes went into overdrive late last week, when tail hedges for
US Home Prices Rose Most Ever On Eve Of Rate Surge
A key gauge of US home prices notched another new record, data out Tuesday showed.
China Tried To Talk Stocks Higher. It Didn’t Work
The PBoC ran up against the law of diminishing returns Tuesday, when an attempt to
With Twitter Deal, Musk Vies For Surveillance Capitalist Crown
Surveillance capitalism operates through unprecedented asymmetries in knowledge and the power that accrues to knowledge.
China’s COVID-Zero Strategy Risks Global Stagflation
The threat of never-ending, rolling lockdowns in the world’s second largest economy is a fixture
Rolling The Dice On A Falling Knife
Who’s inclined to catch a falling knife? Not me, I’ll confess. Or at least not
Why JPMorgan Sees A ‘Near-Term Stock Rally’
Stocks are likely to rebound this week amid rebalancing, hedging dynamics, incremental buyback flow and
PBoC Forced To Intervene As Yuan Losses Turn Disorderly
The PBoC stepped in to stanch profuse bleeding in the yuan Monday, after the currency
Chinese Stocks Collapse As Beijing Situation Turns ‘Grim’
Fears of a Shanghai-esque lockdown in Beijing undercut already fragile risk sentiment Monday, sending global
A Tail Risk Disappears As Le Pen Loses To Macron. Again
Ostensibly, markets “dodged a bullet” Sunday, when Emmanuel Macron vanquished Marine Le Pen at the
Traders Face Daunting US Data Docket Amid Fed Silence
Whatever void is left by the absence of Fed banter in the new week will
No Doves Allowed
Weary investors can look forward to a short break from escalatory Fed rhetoric. Officials are
A Currency War May Be Coming To Asia
Have you considered the possibility that the dollar is on the brink of a “super
Cathie Wood Keeps The Faith
Inflation is about to peak. Then, it’ll fall rapidly. Said nobody, anywhere. That macro narrative
The Simple Reason US Stocks ‘Need’ To Fall Another 15%
Monetary policy works on a lag, but over and over again in 2022, the Fed
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