Existing home sales fell again in May, even as the pace was a marginal beat
Author: therealheisenberg
JPMorgan: Fed’s Hawkish Surprise ‘Not A Game Changer’
The June Fed “isn’t a game changer.” That, in a nutshell, is how JPMorgan sees
And The Lego People Screamed
“We think the 20bps flattening in the curve since the Fed looks extreme and was
Ray Dalio’s Fed Take And Markets As Functioning Alcoholics
“It’s easy to say that the Fed should tighten. And I think that they should,”
‘Very Good Moves,’ Very ‘Excited’ People
Jim Bullard did some talking on Friday and markets weren’t amused. He did some more
McElligott On What The ‘Fed Put World Order’ Hath Wrought
Over the weekend, I talked a bit (ok, a lot) about the prospect of the
Plunge Protection And Policy Errors
The BoJ bought ETFs for the first time in two months on Monday, as Japanese
The Dollar Post-Fed Pivot (And Other Musings)
I guess I don’t have to say this, but the dollar is poised to be
The Week After
A relative paucity of data during the first half of the new week will leave
The Lollipop Emoji
Somehow, I feel it’s necessary to reiterate the general thrust of “Too Far Gone,” an
Who Wants These Stocks?
2021’s stock-buying bonanza took what counted as a break during the first full week of
Too Far Gone
I still think it’s a wild stretch to suggest that the Fed’s hawkish tilt at
A One-Eighty
Neel Kashkari is opposed to rate hikes “at least” through 2023, headlines read late Friday.
Tapping The Brakes
If you’re driving down a US highway in the left lane at a “respectable” speed
Jim Bullard Abandons Doves In Bitter Betrayal
Someone may need to remind Jim Bullard what a “Jim Bullard” does. In remarks to
Turning The Titanic
All it took was a surprisingly “hawkish” (scare quotes because it’s all very relative) shift
A Bit Of Chaos Never Hurt Anybody
The post-Fed trade was somewhat chaotic, but one familiar theme was easy enough to discern:
McElligott On The Fed’s ‘Line In The Sand’
On Wednesday, hours prior to the June dot plot reveal, Nomura’s Charlie McElligott wrote that
Wapner, Cramer Receive Divine Tepper Revelation On Live Television
Don’t worry everybody, the stock market will probably be fine despite an upward shift in
Lehman Trader Learns First Rule Of Dramatized Market Commentary
It’ll be difficult to escape hawkish Fed interpretations over the next week or so. Take
FAIT Accompli
Admittedly, I found it difficult to get totally behind the notion that the June FOMC marked
Jobless Claims Surge, Philly Prices Highest Since Horse And Buggy
412,000 Americans filed for unemployment benefits last week, far more than expected. Out of nearly
Pay No Attention To These Projections
“These projections do not represent a committee decision or a plan,” Jerome Powell said Wednesday,
Fed Signals Two Hikes By End Of 2023
“Inflation has risen, largely reflecting transitory factors,” the Fed said Wednesday, in a June policy
McElligott: Op-Ex Is ‘Huge Thing’
That nearly three quarters of respondents polled in the June vintage of BofA’s monthly fund
Bubble Watching In US Housing
Housing starts rose in May, but missed estimates on the heels of April’s lackluster showing.
China’s Recovery Is Rolling Over
All the usual questions lingered ahead of the June Fed meeting. The balance of evidence
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