“In our view, the economy may need more than commitments,” SocGen’s Wei Yao and Michelle
Author: therealheisenberg
Turkey May Face ‘Nightmare’ After Wild Lira Rally
“Who were these buyers?”, wondered Nureddin Nebati, Turkey’s recently installed Treasury and Finance Minister, during
Waking Up So We Can Continue To Sleep
Most traders and investors long ago came to accept (sometimes begrudgingly, sometimes quite happily) the
The Politics Of Inflation
Assessing the outlook for inflation is hard enough right now if you’re committed to objectivity
Want A New House? It’ll Cost You A Half-Million
As expected, new home prices rose again in the US last month, data out Thursday
The Last Time Inflation Was This High, Jay Powell Was 29 Years Old
Real personal spending was flat in the US last month, data out Thursday showed. Economists
On ‘Omicron Optimism’
Market wraps were awash with “Omicron optimism” Thursday. The body of evidence to support the
Biden Plays Stealth Stimulus Card With Student Debt Move
The Biden administration snuck some additional fiscal stimulus through the back door on Wednesday. In
Will The ‘Absurdist’ Retail Mania Return In 2022?
A defining feature of the post-pandemic market environment was greater participation on the part of
Are Americans Desensitized Or Just Complacent?
Are Americans desensitized to ominous headlines warning of new COVID waves and soaring inflation? Perhaps,
How Goldman’s Inflation Call Went Wrong, According To Goldman
Seemingly everyone wants to claim they “got it right” on inflation in 2021. Few actually
Scream (Buyer And Seller Beware)
The holiday lull began to set in Wednesday — finally. The arrival of Omicron and
Desperate Times: Erdogan’s Scheme To Avert A Bank Run
“Never seen a day like this.” That’s how one EM veteran described Monday’s rollercoaster ride
Where Will You Put All That Extra Cash?
Supply-demand dynamics are still “very favorable” for stocks. That’s according to Deutsche Bank, whose Parag
McElligott On Potential For ‘Squeezy’ Year-End
Market participants exhibited signs of “constructive” behavior during an otherwise dour start to the holiday-shortened
Coal Miner Canaries
“T” was for “turnaround” on Tuesday. And quite possibly for “temporary” considering how erratic markets
‘You Can’t Stop It’
Joe Biden is going to “work like hell” to get his economic plan through Congress,
‘Wild Madness’: Erdogan Takes Lira On Insane Ride
It’s at least possible that Turkey’s Recep Tayyip Erdogan has descended into a kind of
Kid Gloves
In all likelihood, more banks will follow Goldman in cutting their outlook for US growth
Omicron, ‘Coal Baron’ Spark Global Selloff
Global equities staged a coordinated selloff Monday as concerns about the spread of the Omicron
Goldman Slashes US Growth Outlook On Manchin Bombshell
“A failure to pass Build Back Better has negative growth implications,” Goldman said, in a
China Nods To Slowdown With First LPR Cut In 20 Months
Call it a token gesture. China’s de facto benchmark lending rate fell for the first
WaveLength
It’s a four-day week for equities in the US. Three and three quarters for bonds.
‘I Just Can’t’: Joe Manchin Kills Build Back Better
“If I can’t go home and explain it to the people of West Virginia, I
A Long Winter
Although the jury is still out on the Omicron variant’s virulence and thereby the implications
A Trivia Lover’s Delight
The pandemic era continues to be a market trivia lover’s delight. Seemingly every week we
Pyramid Scheme
In the three weeks following the Thanksgiving holiday in US, investors were subjected to a
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