Despondent investor psychology and ostensible evidence of “peak inflation” aren’t a bad setup for a
Author: therealheisenberg
‘Violent’ Rates Shock Is ‘Gut Punch’ To Staggering Stocks
When you think high drama, you don’t generally think data-less Friday in April. But these
Why One Bank Now Expects Two Huge Fed Hikes In A Row
On the heels of Jim Bullard’s trial balloon, and amid unrelenting hawkishness from other officials
Albert Edwards On ‘The Biggest Story No One Is Talking About’
“No one” is talking about “the biggest story.” But don’t worry. Albert Edwards has you
In The UK, ‘Dark Clouds’ And Disastrous Data
The UK’s spiraling cost of living crisis took another turn for the worse Friday, when
Lagarde Asks ECB Officials To Wait Before Criticizing Policy
Christine Lagarde politely (or perhaps no-so-politely) asked her colleagues at the ECB to wait a
Hoisington Slams Fed ‘Disaster,’ Hedges Bullish Bond Call
Here’s something you don’t hear every day: A cautious take on bonds from Hoisington. Visiting
US Rates Panic Again, As Fed Hawks Bleed Bonds
Traders bled the hawkish Fed narrative for everything it was worth on Thursday, as Jerome
Peak Inflation Sightings Are False Dawn As Hawks Circle
There were two ostensible “peak inflation” sightings on Thursday, but I’d be inclined to call
Putin’s Road To Pyongyang
On at least two occasions since the onset of hostilities in eastern Europe, I suggested
In China, Confidence ‘Evaporates’
“We need to work together to defend people’s lives and health,” Xi Jinping explained on
What’s Next For Gold, Humanity’s Favorite Obsession
Gold. A shiny rock which, from time immemorial, has fascinated our simple species by virtue
Why The S&P May Have A Date With 4,000
One constant in an ever-changing market narrative is the notion that equities are one of,
Goodbye ‘Easy Profits’: Home Sales Data Comes With Warning
Existing home sales fell a second month in March, data out Wednesday showed. At 5.77
Kolanovic Says Fed Rate Hike Pricing Now ‘Too Much’
Some of the acute imbalances that drove inflation in developed economies to generational highs may
A Bond Squeeze Could Save Stocks From Netflix Debacle
If bonds manage to rally, it won’t be a moment too soon. Netflix’s unfortunate quarter
Yen Sanity
The yen snapped its longest losing streak since 1971 on Wednesday, but a hodgepodge of
Netflix Stuns Investors. Sees Two Million Lost Customers
After the bell on Tuesday, markets witnessed what may be remembered as the first of
McElligott: Markets ‘Numb’ To Fed’s Neutral Noise
“Numb.” That’s how Nomura’s Charlie McElligott described market participants’ disposition vis-à-vis never-ending Fed banter centered
Marko Kolanovic Sees ‘Rare’ Opportunity Amid ‘Specific Macro Confluence’
“Sentiment and positioning are now too bearish, in our view,” JPMorgan’s Marko Kolanovic said Tuesday,
‘Largely Because Of Russia’: IMF Delivers Dour Outlook
Roll out the burning Earth collages. A day after the World Bank slashed its outlook
Build It And They Will Buy. For Now, Anyway
US housing starts are resilient in the face of surging mortgage rates. And that shouldn’t
‘Stocks Don’t Lie’: Wilson Sees Troubling Divergence
Morgan Stanley’s Mike Wilson sees troubled waters. In itself, that isn’t unusual. Contrary to popular
Recurring Nightmares
There was news Tuesday. Specifically, old news masquerading as new news. Or recurring themes. Or
Goldman Asks: Will The Fed ‘Put Out the Housing Fire?’
Notwithstanding what one has to believe is an internal plan at the Fed to cool
As Mortgage Rates Soar, Rich Investors Corner Market With Cash
I don’t know if karma is the right word. And comeuppance doesn’t quite work either,
‘How Is That Possible?’ China’s Growth Figures Interrogated
I tried to be generous while documenting China’s first quarter growth figures, foisted on a
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