Somebody bought the dip. Global equity funds took in more than $51 billion over the
Author: therealheisenberg
Fireworks In October?
Volatility is likely to pick up over the next month, Goldman reckoned, in a note
Consumers See ‘Least Favorable Prospects In A Decade’
After plunging in August amid inflation fears and Delta wave concerns, consumer sentiment remained subdued
China ‘Lehman Moment’ Warnings Return As Evergrande Saga Spirals
Maybe we’re witnessing “Beijing’s Volcker moment,” as Nomura’s Ting Lu put it last month, in
Revolutions Aren’t Won At The Met Gala
Joe Biden addressed the nation on Thursday afternoon in a bid to speed passage of
Escaping A Possible ‘Lost Decade’ For The S&P
Last week, while raising their year-end target for the S&P, BofA suggested US equities might
And Now For The Bad News
And now for the bad news. Although August’s retail sales report was upbeat and will
Surprise! Americans Are Still Spending Money
US retail sales unexpectedly rose in August, data out Thursday showed. The 0.7% increase defied
A Desire To Take Profits
Xi’s concerted effort to enhance oversight of monopolies is having the desired effect on China’s
JPMorgan Raises S&P Target. Says Activity ‘Bound To Reaccelerate’
One of this month’s market obsessions is an apparent disconnect between economic momentum and positioning
Ray Dalio On Bitcoin, Hard Money Martyr
Admittedly, I’m a bit tired of Ray Dalio. I imagine quite a few folks feel the
‘Anecdotally,’ Everyone Wants To Buy The Dip
“Anecdotally, clients want to buy a pullback or deploy bullish expressions,” Nomura’s Charlie McElligott said
At The Risk Of Extrapolating…
Maybe the Delta variant drag on the US economy will prove fleeting. For the manufacturing
In China: High Stakes, High Drama
If you were already concerned about global growth and, specifically, a downturn in China, Wednesday
China Reports Big Retail Sales Miss, Underscoring Growth Worries
Activity in the world’s second-largest economy slowed again in August, closely-watched data out Wednesday showed.
Glaring Disconnects And ‘Rage Allocation’
I suppose we’re witnessing a “selloff.” Maybe folks are front-running the pullback window. The reason
No Way Out Of This Rabbit Hole
If you’re wondering what might stop the Fed from unveiling a taper over the next
Stock Investors Are ‘Ignoring The Macro’
The disconnect between investors’ positioning in stocks and their outlook for the economy is growing.
Core Inflation Slows Sharply In Win For Team ‘Transitory’
US consumer prices rose less than expected in August, bolstering the Fed’s “transitory” narrative and
‘Tough And Complicated’
Risk sentiment was mixed Tuesday as traders looked to the latest US CPI data for
Failings And An Ungovernable Nation
I often talk about America’s multi-faceted culture war as a threat to democracy, but over
Everybody Knows
“I’m not sure I’d use that picture.” Is what I would have told whoever’s in
Nobody You Follow Is Real, Says The Pseudonym
On Monday morning, while penning yet another update on China’s anti-monopoly crackdown, I initially inserted
China Understands Capitalism Better Than America Does
Chinese tech shares slipped to start the new week, as the latest news from Beijing’s
Xi Aims To Break Up Alipay: FT
Never a dull moment in Xi Jinping’s sweeping regulatory crackdown. China’s besieged tech giants were forced
A Four-Day, $80 Billion Bender
Meanwhile, from the “I’m compelled to mention” files. Constrained as I am by the finite
No Unified Theory Of Everything
The “transitory” debate will heat up in the new week. Not that it’s gone cold
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