The nation was upended Friday by Donald Trump’s coronavirus diagnosis, but for critics, it comes
Author: therealheisenberg
Under The Hood Of The September Jobs Report
The September jobs report, the last before the election, took a back seat Friday to
Marko Kolanovic Weighs In On Trump COVID Diagnosis, Stays Positive On Stocks
If you’re reassessing your outlook for equities (or any other asset class) Friday in the
Nomura’s McElligott On Trump Virus News: This ‘Risks A Rapid Change To The Market’s Assigned Election Probabilities’
“Fresh tails” are piling up, Nomura’s Charlie McElligott said, in a Friday note, as the
‘Hardly Anything Else Matters’: One Bank Games Out Scenarios As Trump Has ‘Mild Symptoms’
As you might imagine, analysts spent Friday morning gaming out possible scenarios around Donald Trump’s
Jobs Report Misses As Government Payrolls Decline. Revisions, Falling Unemployment Rate Soften Blow
The US economy added 661,000 jobs in September, far less than the 875,000 the market
Positive Vibes
“Tonight, @FLOTUS and I tested positive for COVID-19. We will begin our quarantine and recovery
Renting In New York And San Francisco Just Got A Lot Cheaper. Any Takers?
If it’s evidence of de-urbanization in the US you seek, consulting recent housing market data
What If We’re Watering A Dead Tree?
On Wednesday, I talked a bit about the extent to which some decisions made during
People Have Less Money When You Stop Sending Them Checks, Data Confirms
Personal incomes fell 2.7% in August, according to data that is by now so stale
ISM Miss Adds To ‘Cooling’ Narrative As Rebound Drags On
Rounding out a deluge of Thursday data was ISM, which missed for September, albeit not
Jobless Claims ‘Improve,’ Still Worst Ever Outside Of Pandemic
837,000 Americans filed for unemployment benefits last week, confirming (again) that the labor market has
Imagined Reality
The good news is, the US government isn’t going to formally shutdown. As expected, Donald
When Is A Silver Bullet Not A Silver Bullet?
When is a silver bullet not a silver bullet? That’s a question market participants need
Cast Members
Wherever they end up, negotiations around another virus relief package in the US haven’t gone
Strong ADP Report Bodes Well For September Payrolls As Stimulus Talks Continue
US firms added 749,000 jobs in September, ADP said Wednesday. That was more than the
Who Is Donald Trump? Even He May Not Know Anymore
Headlines for stories documenting the first presidential debate read like lamentations for a country that’s
Markets Grapple With Debate Debacle, EU Tariff Threat, China Antitrust Probe Into Google
“If the US presidential debate had, in election night fashion, flashed up a picture of
Chicago PMI Was So Good It Decided To Come Out Early
The Chicago PMI is supposed to come out at 9:45 AM ET, but on Wednesday,
Wallace, Biden Entered Trump’s Event Horizon. They Didn’t Make It Out
In the hours ahead of the first presidential debate on Tuesday evening in the US,
China PMIs Beat, Ostensibly Bolstering Recovery Case
China’s economic recovery remained largely on track in September, PMI data out Wednesday suggested. The
Ambiguous Ambiguity
When it comes to US equities and a prospective Joe Biden administration, the debate has
‘For Some Reason’ America’s Government ‘Just Can’t Get It Done’
The daily rate of positive coronavirus tests hit 3.25% in New York City, Bill de
Nomura’s McElligott On ‘Doomsday Prepping’ And The Underpriced ‘Risk’ Of No Chaos
Assuming no black swans come splashing down in the macro lake, equities may be somewhat
Europe Risks ‘Deflationary Spiral’ As German Data Raises Alarm
If Christine Lagarde and the ECB were already fretting about deflation risks in the months
Much More Money
“Much more”. That’s a rough estimate of what Nancy Pelosi needs to hear from Steve
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