Christine Lagarde’s job just got a little harder. A day before the conclusion of the
Author: therealheisenberg
Goldman: Liquidity Hasn’t Been This Bad Since COVID Crash
US equities have been a veritable roller coaster lately. Maybe you noticed. Tuesday was no
US Labor Market Still Broken Funhouse Mirror, Data Shouts
If you’re looking for a job, there are 10.925 million of them available. Or at
Kolanovic, JPMorgan: ‘We Reiterate Our Call To Buy The Dip’
“The stock market is not only in correction, it is already in bear market territory
On Monday’s ‘Absolutely Explosive Short-Covering Rally’
“Fed speakers are lunging around like ‘short Gamma’ traders,” Nomura’s Charlie McElligott wrote, in an
US Manufacturing Slows. Downturn Seen Transitory
Quite a bit is riding on the evolution of US PMIs going forward, according to
Patience Makes A Comeback
Global risk sentiment was reasonably buoyant Tuesday following a jubilant end to a disastrous month
Tapping The Brakes
The doves were out Monday, and not a moment too soon for US equities which,
Making Sense Of The Recent Stock Roller Coaster
I’m a bit of a broken record sometimes, but only (or mostly, anyway) because in
You Do The Math
There’s considerable angst about the prospect that the Fed is too late. Not so much
‘Classic Bear Market Action’ (And The Real ‘Fed Put’ Question)
At least one widely-followed Wall Street strategist is undeterred in harboring a cautious outlook on
Draining The Pool
Markets felt apprehensive Monday ahead of holidays in Asia and a bevy of key US
‘Don’t Fight The Fed’ Is Now A Bear’s Mantra
The good news for dip-buyers after the most turbulent period for US equities since the
S&P Correction: Here’s What Comes Next
Contrary to what you may be inclined to believe if you conceptualize of stocks as
Snowballs In Hell
Expectations for an angry, vengeful, hawkish Fed shift will be weighed against top-tier US data
The ‘Ultimate Pain Trade’
No one is talking about the inevitable dovish pivot. Or almost no one, anyway. In
Crying Over Expensive Milk (No More Free Lunch)
Let’s be clear about something: The Fed has abandoned the idea that it’s possible to
Goldman Ramps Up Fed Call, Nomura Sees 50bps Blast Off
Since bringing forward their liftoff forecast by “one full year” in late October, Goldman has
‘The Quickest Route To Recession’ (And A Case Of Cognitive Dissonance)
The stock market isn’t the economy. We say that all the time. It’s almost a
Curtin’s Warning: Americans May ‘Misinterpret’ Fed Hikes
There was no improvement in US consumer sentiment during the back half of January. In
Stagflation Spotted In Crucial US Comp, Spending Data
Compensation costs for US workers rose less than expected in Q4, closely-watched data out Friday
Germany Stares At Recession As Economy Contracts
An image of “traffic at a street junction in Berlin” sat atop one outlet’s summary
‘Initial Volatility’ Has Governments Nervous In Asia
A few key Asian markets managed to rebound on Friday after falling into corrections and
If Stocks Don’t Get Him, The Curve Might
Thursday’s overarching narrative was that this time around, Jerome Powell isn’t going to bend the
‘Bring Back Volcker’
I doubt seriously that prominent investors actually care about inflation vis-à-vis Fed policy. And why
Is The US Headed For A ‘Transitory’ Recession?
Mercifully, US jobless claims retreated in the week to January 22, snapping a streak of
US Economy Outperforms, Validating Hawkish Fed
The US economic expansion picked up in the fourth quarter, data out Thursday showed. The
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