JPMorgan kicked off big bank earnings with (surprise!) a beat. Adjusted revenue of $31.4 billion
Author: therealheisenberg
All Roads Lead To China
Concerns are proliferating about the trajectory of China’s economic rebound, but that’s apparently a story
A Little Something For The Bears
One recurring theme over the first half of 2021 revolved around the notion that even
Macro Madness
Forever ago, I had a boss whose demonstrable success had the effect of gradually eroding
Topical Topics
The new week dawned with a smattering of familiar headlines, flung haphazardly across the digital
Diminishing Returns
It’s eminently possible that everything worth saying about markets and the outlook for the economy
The Big Benefits Question
To say there’s considerable debate about the extent to which enhanced unemployment benefits are holding
Jam-Packed
In addition to the onset of earnings season in the US, the new week brings
High Stakes, Peak Profits
Earnings season kicks off in earnest next week, and the stakes could scarcely be higher.
Xi Tightens Tech Noose. Sets Up Veto For Overseas IPOs
It was a head-spinning week for some of China’s largest tech companies. What began as
Joe Biden Fixes Capitalism In 31 Short Pages
Maybe it’s just me, but it feels like every other speech and soundbite emanating from
The Blank Check Rant
It’s nice to see some initiative, but I’ll admit to being a bit annoyed when
The Future Is Administered
You know, there’s still nearly $15 trillion in negative-yielding debt out there. That’s just a
Apparently It Was Urgent: China Pulls The RRR Trigger
China pulled the trigger on an RRR cut Friday, just two days after the State
Sweet Fruits
SocGen’s Albert Edwards still believes in “The Great Melt.” Not the BBC David Attenborough documentary.
China’s ‘Dovish Pivot’: What’s The Message?
China was the only major economy that managed to grow in 2020, a bitter pill
Maybe Xi Should Stop Engineering Bear Markets In Hong Kong
When authorities in Beijing blindsided markets by cracking down on Didi just days after the
Jobless Claims Tick Higher Amid Ongoing Labor Friction
373,000 Americans filed for unemployment benefits last week, more than anticipated. The prior week’s level,
The Growth Scare Is Here
Over the past two weeks (give or take), I’ve argued that markets were teetering precariously
Are You Awesome?
“Where are all the job seekers?,” asked The Indeed Hiring Lab, in the color accompanying
Technocrats And Their Deliberations
Why did a handful of technocrats raise their projection for where the panel on which
Sand In The Gears
US job openings rose 16,000 to 9.21 million at the end of May, the BLS
The Danger Of False Optics
The bond rally accelerated early Wednesday in the US, which was a story in itself.
‘Reckless And Irresponsible’
Marco Rubio is irritated. Specifically, he’s disturbed that Didi, the Chinese ride-hailing giant whose stock collapsed
Wanted: Someone To Serve These Drinks
Activity in the US services sector is robust, but perhaps cooling at the margins. That’s
You must be logged in to post a comment.