Superman may be more powerful than a locomotive, but “Tariff Man” isn’t strong enough to
Author: therealheisenberg
BoE Makes History With Most Confused Policy Decision Ever
The Bank of England carried on Thursday with what’s now among the longest easing cycles
US Labor Productivity Improves, Jobless Claims Move Up
Good news: Productivity improved across the US economy and unit labor cost growth moderated, according
We’re All Deranged Here
You know, it’s funny: The era of hyper-partisanship in America’s actually turning me apolitical. Sure,
Railroads!
Here’s something you might ask if you wanted to justify the swollen market-caps of America’s
‘He Hates These Cans!’
Tariff Man gonna tariff I suppose. Donald Trump made good on threats to impose additional
A Buyer’s Market Where No One Can Buy
There was good news Wednesday for millions of beleaguered American renters: Mortgage rates in the
Margin For Error
If you’re a corporate, the simplest way to “mitigate” tariffs is to raise prices to
August Bulls
Historically, September sucks for stocks. The good news is, it’s not September. Yet. It will
Fire Burn And Caldron Bluster
If you were looking for more evidence to support a US slowdown narrative that’s much
The India Row
A couple of days ago, while regaling a crowd in Uttar Pradesh, Narendra Modi enjoined
‘Get Ready For Stocks To Drop’?
The most read story on Bloomberg as of 8 PM ET on Monday was called
Fake Beats
The beats aren’t real! Shouted anybody and everybody, with 65% or so of the S&P
If Nobody Sees It, It Didn’t Happen
If a tree falls in the forest and nobody’s around to hear it, does it
‘This Is Fine’
The good news is, America’s premier statistics agency will prove impervious to Donald Trump’s worst
Alternative Facts
Just when markets were ready and willing to give Donald Trump the benefit of the
Matters Of The Utmost Concern
I’m as exhausted with narrow market laments — the jeremiads of disgruntled bears citing “extreme
Buffett’s Junk Food Write-Down (And Other Berkshire Snackables)
Berkshire reported “earnings” on Saturday, and I gotta say: The report seemed underwhelming. That evaluation
Trump Moves To Fire BLS Chief Over Poor Jobs Report
I’ve said it before since January and I’m sure I’ll say it a few (dozen)
Kugler Resigns, Praises Powell’s ‘Unwavering Commitment’
Adriana Kugler’s seen enough. “Dear President Trump, I am writing to notify you that I
DROP THE RATE!
The sky’s falling. It fell this time last year too. Parallels between this week and
Should’ve Cut! (Déjà Vu All Over Again)
If you were looking to US factory floors for evidence to support a bullish domestic
Revisionist History
Job creation across the US economy slowed to a relative crawl over the last three
Apple Impresses. Amazon Worries With Profit Guide
Amazon topped estimates and guided ahead of the Street for current-quarter sales, but I don’t
Mission Accomplished?
Deals, Donald Trump’s got ’em. Although Trump on Thursday unveiled steep levies on a hodgepodge
US Labor Costs Are Warming Up Again…
For whatever it’s worth, the Fed’s preferred measure of labor costs in America rose more than
Warm Inflation, Cool Spending Hint At Tariff Impact
Technically, the market already had Thursday’s marquee US macro release in hand. The BEA’s personal
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