Not that anyone needed another reminder about the parlous state of Europe’s largest economy, but
Author: therealheisenberg
Tesla Flags Slower Growth, Omits Delivery Target
Tesla is “between two major growth waves,” the company said on Wednesday afternoon in the
Living At The Office
Lower rates are stoking demand in a still-distorted US housing market. Mortgage applications rose a
Accusations, Trepidation After Russian Military Plane Crashes In Belgorod
A planned prisoner exchange went disastrously wrong Wednesday when a Russian military plane crashed in
US Economy Basking In Goldilocks Glow, PMIs Suggest
US private sector business activity expanded at the briskest pace since June, preliminary data for
China Frees Up $140 Billion With Rate Cut In Bid To Halt Stock Rout
China’s taken to pre-announcements lately. Last week, Premier Li Qiang revealed the headline annual growth
ECB Faces Moribund Growth, Sticky Services Inflation Amid Rate Cut Debate
The European economy is in a recession, basically, and price pressures, although no longer acute,
Netflix Delivers Huge Subscriber Beat After Unveiling Wrestling Deal
As a longtime Netflix customer, I can’t say I’m excited about the opportunity to stream
Why Stocks Can’t Sell Off
The nascent rebound in skew is history. It was (mostly) snuffed out early this week.
Kolanovic Flags Multiplying Risks For Markets ‘Priced To Perfection’
Rate cuts from the Fed could extend the cycle, further delaying the inevitable, but the
Chinese Sources Pitch Media On 2 Trillion-Yuan Stock Rescue
“There’s an old saying in Tennessee — I know it’s in Texas, probably in Tennessee
In Gaza: The Deadliest Day Yet For Israel’s Military
Israel just suffered “one of the most difficult days since the start of the war,”
Are Fed Cuts Star-Crossed?
Where’s neutral? We still don’t know. Indeed, we can’t know. But sometimes, the data suggests
Wilson Goes For Quality As ‘Highest-Probability Winner’
In the latest Weekly, I asked if good news was good again. The context was
Interminable Selloff Drives Key Index Of Chinese Stocks Near 20-Year Low
I employ the phrase “interminable malaise” at fairly regular intervals, often in the context of
$26 Trillion Market At Crossroads With ‘Easy Money’ Made
The “easy money has already been made in bonds,” one mainstream financial media headline published
A Full-On, Hot Proxy War
If you were previously unsure about the term “proxy war” — what it means, what
How Long Before The Fed Bill Comes Due For Corporates?
How long before the most aggressive rate-hiking campaign in a generation finally bites corporates? It’s
Market Looks To US GDP Release As Fed Goes Silent
For the next several sessions, US rates will take their cues from data and supply
‘Anywhere But China’
Things are going quite well for US equities. Perhaps you noticed. The S&P hit a
Summit Push
The S&P 500 hit a new record on Friday. Some readers (most, I hope) will
Historic Distortions Push Home Sales To Lowest In Three Decades
Existing home sales in the US were the lowest in nearly 30 years in 2023.
US Consumer Sentiment Posts Largest Two-Month Gain Since 1991
Consumer moods brightened dramatically and inflation expectations receded further in early January, the preliminary read
‘Where The Puck Is Going’
January’s price action is “sloppy,” but no one’s especially enthusiastic about fighting the Fed. That
UK Retail Sales Unexpectedly Plunge As Christmas Goes Wrong
“Wet weather in December will inevitably attract some of the blame,” ING’s James Smith wrote
MMF Assets Fall After Record Start. BTFP Usage Soars As Arb Beckons
Money market funds saw a rare outflow in the week to January 17, data released
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