Anyone looking for incremental information in Tuesday’s PPI report for October was disappointed. Producer prices
Author: therealheisenberg
Who To Blame For Retail Mania Flagged By Fed?
I have no idea why anyone takes the Fed’s semi-annual financial stability report seriously. Mark
‘Animal Spirits’ Spotted In Never-Ending Stock Rally
“Bear” is an extremely relative term these days when it comes to equities. To say
Maybe There’s No Such Thing As ‘Economics’
Richard Clarida reckons the conditions may be right for the Fed to start hiking rates
‘Concentration Risk’ In S&P 500 Has Never Been Higher
Earnings from America’s tech behemoths were widely described as “mixed” for the third quarter. The
Why Elon Musk’s Tesla Twitter Poll Matters
When Tesla was added to the S&P 500, those inclined to fret about market integrity
Record Highs Every Three Days (And More Stock Superlatives)
“Stocks could soar to new heights in the week ahead,” someone at CNBC reckoned, as
Inflation Week! Again
It’s inflation week in the US, which means finance-focused social media will ready their best
China Logs Record Trade Surplus Amid Ongoing Export Boom
The Chinese economy may be beset by a laundry list of vexing concerns, but external
Were You Invited To The ‘YOLO Feast’?
If someone invited you to a “YOLO feast” and you weren’t familiar with pop culture
Buffett Out Of Ideas For $150 Billion Cash Mountain
I say it every quarter: They always sneak up on me. “They” means Berkshire weekends.
A Reality Check For Americans On Infrastructure Weekend
“Generations from now, people will look back and know this is when America won the
Gravity, Weaponized Gamma And A ‘Dysfunctional Mess’
Table-pounding pundits and agonizing analysts found themselves in a familiar position on Friday afternoon: Staring
Americans Just Don’t Care Anymore
October’s US jobs report was solid, but businesses are still struggling to find workers. Like
Crucial US Jobs Report Comes Up Goldilocks
The US economy added 531,000 jobs in October, the government said Friday. It was the
Spoiled And Spurned
US and global equities came into Friday poised for a fifth consecutive weekly gain. For
12 Gallons Of Milk
It’s a broken record, but so is everything these days. Global food prices rose again
Despondent Apathy
US jobless claims fell a fifth week to a fresh pandemic-era low, in what I
Bank Of England Wrong-Foots Markets With ‘Baffling’ Margin
When Andrew Bailey told a virtual panel discussion last month that the Bank of England
More Trouble In Chinese Developer Paradise
There was more trouble in paradise on Thursday. Chinese developer Kaisa Group said a subsidiary
Powell’s Pledge: High Inflation Won’t Define American Life
“Our tools cannot ease supply constraints,” Jerome Powell said Wednesday, following the November FOMC meeting,
Fed Announces Taper. Prepared To Adjust Pace
As expected, the Fed formally unveiled plans to trim the pace of monthly bond-buying on
US Services Sector Is Flaming-Hot Mess
Markets were treated on Wednesday to more anecdotes from businesses struggling with myriad imbalances created
Another Head Fake? US Labor Market ‘Revving Up,’ ADP Says
US private sector employers added 571,000 jobs in October, data out Wednesday showed. The headline
What, Exactly, Is Going On In China?
China is coping with what counts as a “severe” COVID outbreak considering the Party’s “zero
Still Shouting ‘Selloff!’
Folks keep warning about an imminent selloff in equities, mostly because that’s what folks do.
‘The Worst Whipsaw Of All’
“Who had bull-steepening on their bingo card?”, Nomura’s Charlie McElligott asked, playfully, in a Tuesday
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