Optimism around the prospects for emerging markets is building. Developing nation assets have lots of
Author: therealheisenberg
Under The Hood Of November’s Big Jobs Miss
The November jobs report suggested labor market momentum in the US decelerated materially during the
Labor Market Momentum Decelerates Sharply As November Jobs Report Misses
The US economy added 245,000 jobs in November, far fewer than economists anticipated, underscoring concerns
The Balance Of The News
Global equities moved higher Friday, albeit gingerly as circumspect investors assessed the balance of the
Scotch Tape & Paperclips
At this point, you have to laugh. Clearly, the macabre context (i.e., a deadly epidemic
Nomura’s McElligott: Barring Too Much ‘YOLO,’ It’ll Be Hard To Get A ‘Real’ Selloff In The Near-Term
Between rising yields, record coronavirus fatalities in the US, and the prospect of a double-dip
Morgan Stanley’s Mike Wilson Thinks ‘Little Bit Overvalued’ Stocks May Correct
Morgan Stanley’s Mike Wilson, who’s generally bullish on equities headed into 2021, says stocks may
US Services Sector Decelerates. Inflation Pressures Build
The US services sector expanded at a slower pace last month, ISM said Thursday. The
Jobless Claims Drop In Welcome Reprieve, As Stimulus Talks Ongoing
712,000 Americans filed for unemployment benefits last week, far fewer than expected, marking a welcome
Record High Stocks. Record Number Of Newly Deceased
Global equities were muted Thursday, loitering near records as market participants await the next catalyst,
Harley Bassman Presents: ‘The Wages of Fear’
In the same way that one “borrows beer” at a party, having the Treasury wash
Comically Offensive
A convoluted, mishmash of headlines bombarded anyone who was paying attention on Wednesday, as key
Joe Biden And ‘The Biggest Deal Anybody Has Ever Seen’
Wednesday was one of those days you don’t necessarily “enjoy” as someone who spends their
‘It’s A F**king Joke’: Capitol Hill Grapples With Trump’s Latest Veto Threat
Donald Trump said something egregious on Tuesday evening. In itself, that certainly isn’t “news,” especially
Just Ignore This Big ADP Miss, And Don’t Even Bother With The Internals, Ok?
In what’s either a bad omen or nothing to be particularly concerned about given ADP’s
Sell The Best News In Modern History?
There was some market chatter on Wednesday around the notion that vaccine approval and distribution
It’s Urgent
“It’s essential that we move with urgency — inaction will produce a self-reinforcing downturn causing
A Bridge (To Nowhere?)
Speaking to Congress on Tuesday, Jerome Powell said it’s “premature” to pull back on support
Cookin’ With Grease And Pushin’ On A String: Nomura’s McElligott On 2021 Outlook
On Monday, while documenting what I generically described as “a month to remember” (usually I
‘Let’s Hope’: The OECD’s Latest Outlook And The Absurdity Of The Austrian ‘Reset’
Six months after declaring COVID-19 “a global health crisis without precedent in living memory” and
Manufacturing Employment Index Back Below 50 As ISM Decelerates From Peak
ISM manufacturing, the first of this week’s top-tier data out of the US, was a
For All The Hyperinflation Talk, There Sure Is A Lot Of Deflation Going Around
At a time when too many market participants are seemingly terrified of hyperinflation (or at
Recoveries And Trust Issues
Global equities were buoyant to start the final month of 2020, rebounding from an uninspired
Great Challenges, Big Dreams
A month chock-full of fireworks and milestones closed on a somewhat muted note, as equities
A Month To Remember
November 2020 will go down in the history books for a variety of reasons. First,
You Can Add Record-Low Investment Grade Corporate Bond Yields To November’s Milestones
November scarcely needed another market milestone, having offered up a veritable cornucopia already, but I’ll
The Biggest Worry For Everyday People Is No Obstacle For ‘Blissful’ Financial Markets
It’s probably not a stretch to suggest that outside of some unforeseen mutation in COVID-19
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