The US is poised to fall behind as the world looks to recover from the
Author: therealheisenberg
Meanwhile, In Texas, Executives Grapple With Fallout From Virus Spike
Late last month, when the Dallas Fed beat expectations for June, market participants immediately noted
Golden Opportunities
You might be inclined to call Monday’s headlines “inauspicious” given they were dominated early by
If A Tree Falls In The Forest
There’s no shortage of drama, but the lazy summer lull means the market’s reaction to
Ray Dalio And Maria Bartiromo Worry About ‘The Soundness Of Our Money’
“If you say by law ‘Don’t invest in China,’ or even possibly withholding the payment
Steve Mnuchin, Savior Of The Everyman (And Larry Kudlow’s ‘Boom’ Times)
For the second time in six months, Steve Mnuchin is emerging as lower- and middle-income
Fate Of FAAMG Rally Hangs In Balance As America Set To Witness Worst-Ever GDP Report
In just a few days, America will be served the worst quarterly GDP print in
Fed Confronts Recovery At Crossroads, While Critics Zero In On Epic Main Street-Wall Street Disconnect
In addition to the first look at second quarter GDP, which will betray the most
‘Capitalism Was Lost Long Before COVID-19’
Earlier this week, in the course of summarizing the main points from the latest missive
Repression Perfection
So far, 2020 has been defined by a pair of “big market themes” that keep
What King Dollar’s Tailspin Means For US Stocks, According To Goldman
The dollar is in a tailspin. That would be the story in the financial media
Tyranny, Liberty, B.S. And The Dollar
Dollar weakness is becoming the consensus narrative, which probably means we’re about to witness some
Arresting Developments
“She’ll make her initial appearance in court later today”, US officials told reporters Friday, after
Gold In ‘Mania’ Mode Amid ‘Great Debasement’
“Investors [are] united in the belief of eternal repression of interest rates and, more recently,
Stark Warning: US Services Sector Reports ‘Falling Sales Due To Re-Imposed Lockdowns’
In yet another disconcerting sign for the fledgling rebound in the US economy, flash PMI
In Sign Of Times, AmEx Suffers 85% Profit Drop As Loss Provisions Surge
“We feel good about our efforts to support our customers as they navigate unexpected financial
Europe Haunted By Jobless Recovery
At least the PMIs beat — is what the optimists can say on Friday, as
‘Let’s Renovate It Into A Hotpot Restaurant!’ Chengdu Over And Out
The US it “totally responsible” for the deterioration in bilateral relations, China said Friday, in
Mike Pompeo: Xi Jinping Is A Tyrant Who Will Subjugate Our Grandchildren
“President Nixon once said he feared he had created a ‘Frankenstein’ by opening the world
Damn The Torpedoes: Investors Plow Another $11.6 Billion Into Credit Funds
I suppose it’s only fitting that the latest flows data from Lipper shows another week
Consequences And Concerns
“We’ve got [an] inventory that has incredibly low delinquency embedded in it right now and
Albert Edwards Predicts Zombie Apocalypse
I take a relatively sanguine view of the Fed’s foray into corporate bond buying. That’s
Nomura’s Charlie McElligott Outlines ‘The Largest Pain Trade In The World’
Earlier this week, in “Control“, I described the moribund action in US rates. If (when)
Jobless Claims Rise For First Time Since March As Congress Teeters On Fiscal Cliff
During the second installment of the White House’s rebooted coronavirus press briefings, Donald Trump predicted
‘Unprecedented’
“No laughing matter”. That’s how one bank described the escalating consular battle between the US
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