Both the ECB and the BoE held rates steady Thursday, as expected, with policymakers at
Author: therealheisenberg
Back To Bombs?
It might be time for the US to resume major combat operations in Iran, Donald
Powell To Stay On Fed Board Indefinitely In Rebuke To Trump
Must-watch television. Jerome Powell on Wednesday hosted his final press conference as Fed chair following
$12 Trillion In Market Cap Just Reported…
Nearly $12 trillion in market cap reported earnings in the space of just a couple
Powell Era Ends With Subtly Intriguing Fed Statement
The Fed kept rates on hold Wednesday, as expected, amid ongoing uncertainty around the war
US Business Investment, Residential Construction Soar
Macro watchers were treated to a double dose of upbeat reports on the state of
Trump Bets Iran’s Generals Will Fold Under ‘Extended Blockade’
“The newly-minted supreme leader has followed along, rarely if ever objecting to the generals.” Such
Real US Housing Wealth Contracts Ninth Month
Annual US home price growth slipped below 1% and prices are falling in more than
The UAE Finally Goes Its Own Way
The first thing to know or, more aptly, to recall, is that The United Arab
Smile. It’s Just A War.
Somewhat surprisingly, the US consumer mood held up in April despite what Conference Board chief
Is OpenAI’s Reported Sales Miss A Canary?
Nobody panic. It’s not as if the accuracy of Sam Altman’s back-of-the-envelope revenue projections is
Temperature Rises In Unsustainable US-Iran Stalemate
Donald Trump’s not enamored with the idea of postponing negotiations around Iran’s nuclear program as
Semi ‘Mania’ Triggers Familiar Warnings
A corollary of the wild surge in semiconductor stocks is an equally enthusiastic bull market
‘The New Oil’
Semis are the “new oil.” That’s according to a PM who spoke last week to
Who Has The Cards?
Iran’s prepared to stop impeding maritime traffic through the Strait of Hormuz. If the US
The Melt-Up, The Ugly Truth And The New 60/40
Did you miss the equity melt-up? And are you worried that getting in now is
Data Deluge Meets Tech Earnings, FOMC In Blockbuster Week
This has the potential to be a lively week on the macro-market front, even without
What To Expect From Powell’s Fed Chair Swan Song
This week may be the last time we hear from Jerome Powell as Chair of
Weekly: Semi-Automatic
The last time the SOX rose 40% in a month, Bill Clinton was president and
‘Labor Crisis’ Warnings Rekindled By Tech Job Cuts
You wouldn’t necessarily know it to look at the headline hiring numbers — although payroll
Pirro Gives Up Powell Probe To Clear Warsh Confirmation
Don’t beat yourself up, Jeanine. You tried. On Friday, a plainly peeved Jeanine Pirro announced
Strait Worries Intensify As US-Iran Stalemate Drags On
Abbas Araghchi was expected in Islamabad on Friday evening for weekend negotiations brokered by Pakistani
Cash On The Barrel
It’s still early (sort of), but 2026 is shaping up to be a helluva year
Spoiler Alert
Donald Trump threatened to kill some people on Thursday, both implicitly and explicitly. First, he
Dollar Doomsday 2026?
The dollar doomsday narrative’s not difficult to write. After years of practice, it’s an exercise
The World’s Always Ending Somewhere
Equities have decided the Strait of Hormuz doesn’t need to be open. Or, more precisely,
Wealth Effect? Check. Jobs? Check — For Now
The wealth effect for the rich, jobs for everyone else. If you think that’s the
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