“The donation doesn’t guarantee that there will not be more regulations target[ing] Alibaba,” one analyst
Author: therealheisenberg
You Can Forget About A September Taper Unveil
August’s jobs report will be a test of market participants’ commitment to a bull case
August Jobs Stunner May Be Reality Check
The US economy added just 235,000 jobs in August, the government said Friday, far fewer
Inflation ‘Inevitable’: Surveys Suggest US Economy Overheated
An extremely disappointing nonfarm payrolls report showed hiring in leisure and hospitality flatlined last month,
Japan Stumbles Into Macro Limelight With Political ‘Shocker’
Japanese stocks surged Friday after Prime Minister Yoshihide Suga bowed out of the upcoming ruling
Are The Vaccines Still Working? What The Studies Show
This might sound ridiculous, but sometimes I suspect it might be a waste of time
Past, Present And Future
The tail is still wagging the dog. I assume that’s obvious to those who understand
Jobless Claims At Pandemic Low On Eve Of Stimulus Expiry
340,000 Americans filed for unemployment benefits last week, fewer than expected. Consensus was looking for
Icarus, Your Wings Are Melting
Nearly a year on from Jack Ma’s ill-conceived decision to criticize regulators, Alibaba is committing
Owning The Bulls (By Losing Money)
Last month, I not-so-gently suggested that America’s vaccine misinformation epidemic may have crossed the threshold
Yuan Likely To Be Third-Largest Reserve Currency By 2030: Goldman
The Chinese yuan could leapfrog the yen and the pound to become the world’s third-largest
A Tangled Mess Of Optimism And Uncertainty
I had it pre-written. I was all set to serve up a delightfully sarcastic take
Delta Variant Gets Blame For Another Wild ADP Miss
US private sector employers added 374,000 jobs in August, ADP said Wednesday. That was nowhere
Marx To Market
Traders “snubbed risks,” one headline read on Wednesday, as equities looked for more gains. The
As August Melts Into September…
I mentioned there were two key macro narratives on Tuesday, and they’ll stay relevant even
The Holzmann Tantrum?
There were two key macro narratives Tuesday, one of which was the slowdown in China
Crisis Of Confidence
Consumer confidence tumbled in August amid Delta variant hand-wringing and inflation concerns. Earlier this month,
US Home Prices Post Another Record, Surge Most In 30 Years
US home prices rose more than expected in June, data out Tuesday showed. The latest
The Writing On The Wall
The writing is on the wall in China. And the font is large. Beijing’s regulatory
Xi’s ‘Profound Revolution’ Renders Market Calls Worthless
As it turns out, Xi Jinping’s sweeping regulatory blitz (which, if you date to Jack
S&P To Fall 10% By ‘Ice’ Or By ‘Fire’: Morgan’s Wilson
One way or another, a 10% correction is probably in the cards for US equities.
Meanwhile, There’s Data
While I was busy writing about important things on Monday morning, the first of this
America The Radical
One of the most striking features of the post-Trump media landscape in America is the
Bad Mouths, Bad Debt, Bad Bets
China’s never-ending deluge of decrees aimed at ameliorating perceived social ills continued Monday. Teenagers can
‘Seriously, Y’all. Stop it.’
At age seven he had read most of the dialogues of Plato. The next year
‘Nothing So Bad That It Couldn’t Get Worse’
Headlines in the new week will revolve mostly around the final days of America’s chaotic
Remind Me About The Risks Again
We’ve reached that glorious point in an inexorable rally when all that’s left to do
You must be logged in to post a comment.