China’s exports hit another record in September, driven by holiday demand and surging prices, Beijing
Author: therealheisenberg
Stagflation Echo Chamber
Sometimes I doubt it occurs to the media how instrumental they are when it comes
IMF Delivers Quarterly Warning No One Will Heed
Some days, when the mood strikes, I randomly give readers a window into what I
On The Bright Side, Positioning Is Cleaner
If you’re looking for a reason to fret about an extension of last month’s equity
Quits Rate Hits Record In Funhouse Mirror Labor Market
US job openings fell more than 650,000 from July to August, closely-watched data out Tuesday
Every Day Is An ‘Out Of The Frying Pan’ Day
“Different day, same concerns.” That was the vibe on Tuesday as traders and investors (two
Xi Asks Who’s Been ‘Too Chummy’ With China’s Private Sector
A prospective Chinese property meltdown is still very much in focus, as is the country’s
China Property Defaults: Here’s How Bad It Could Get
Some folks weren’t paid. Or at least not immediately. Holders of two Evergrande dollar bonds
Implications Of A New Epoch
There’s considerable debate around whether developed countries are headed for a high inflation regime. The
Forecast Error
If you’re in the business of making predictions, you’re everywhere and always bedeviled by an
The Real Takeaway From Goldman’s US Growth Downgrade
Markets were back to worrying about peak growth at the beginning of a jam-packed week.
Hot Topics Galore
Traders will have plenty of data to digest in the new week. A second consecutive
Metastability: Rates In Limbo
Seven months ago, it looked briefly as though the four-decade bond bull might finally end.
America’s Economic Divide In Two Stories
What matters for real people is the effect on families. That’s my generalized assessment of
Do You Remember Snow?
We keep talking about monetary policy normalization as if it’s “a thing.” As if it’s
Stagflation: ‘Why Do I Care?’
You can scarcely visit a financial news portal in 2021 without coming across an article
Albert Edwards And The ‘Wholly Unexpected’ Recession
Earlier this week, in “2018 Redux?“, I talked a bit about a possible parallel between
Rarely Seen In The Wild: A $2.5 Billion IG Exodus
For the first time since the unprecedented exodus that accompanied the onset of the pandemic,
What To Make Of Another Jobs Letdown
Although it seems unlikely that September’s jobs report was bad enough to delay a taper
‘Challenging To Interpret’ Jobs Report Posts Huge Miss
The US economy added just 194,000 jobs in September, the government said Friday. It was
China Comes Back From Holiday, Fines Meituan Half-Billion
Chinese shares rose Friday as the mainland came back online after the holiday. There was
Full Faith And Credit
Markets were pleased to learn that US lawmakers haven’t yet crossed into whatever circle of
The ‘Final Nails In The Selloff’s Coffin’?
It goes both ways. Several weeks back, I attempted to emphasize that although dynamics associated
The (Literal) Coal Mine Canary
Risk appetite returned Thursday, as a variety of key macro risks receded. For now, anyway.
Jobless Claims Snap Out Of It
326,000 Americans filed for unemployment benefits last week, fewer than expected. The 38,000 decline from
Late Stage Democracy
A day ahead of payrolls Friday, US equities looked to build on momentum from Wednesday’s
2018 Redux?
When assessing what a prospective down-trade for US equities into year-end might look like, 2018
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