Unfortunately, JD Vance is weighing in on US monetary policy now too. “Too” meaning in
Author: therealheisenberg
Meanwhile, In US Housing…
For whatever it’s worth to you, home-loan activity in the US picked up meaningfully after
Xi Plays His Trump Card
I hate to rub it in, particularly considering that, as an American, I’m on the
FULL MAGNETS
“A handshake for a framework.” That’s how Howard Lutnick described the outcome of US-China trade
Trump Gets A Win As US Inflation Negligible
Well whaddayaknow, inflation in the US ran meaningfully cooler than expected last month, according to
Fed Chair Bessent?
Fed Chair Scott Bessent isn’t a good idea. Why? Simple: Because he’s already beholden to
Ice Cream TACOs
I hesitate to weigh in on the near-term trajectory of… well, of anything, really. Tomorrow’s
The Bullish Side Of Unprecedented Trade Uncertainty
If you’re searching for a silver lining in the dense fog of uncertainty hanging over
Where Are The Libertarians When You Need Them?
Late last week, the Supreme Court ruled that Elon Musk’s brainchild, DOGE, can access Americans’
Are Global Equities Overbought?
Are global stocks overbought? You’d be forgiven for asking, wouldn’t you? After all, the world’s
Less Than Five Months In, Troops In The Streets
At a time when international investors were already inclined to casting a wary eye at
Trump Could Put Xi In A Bad Spot. But He Won’t
Xi Jinping can outlast the US in a trade war. That’s not to say he
Will Americans Lose Interest In ‘Blame China’?
Say congratulations to Donald Trump: The tariffs worked. Trade with China collapsed in May. Trump
Long-Bond Drama Reignites 60/40 Debate
There’s no shortage of handwringing over the dollar’s recent decoupling from Treasury yields. As discussed
Are Investors Abandoning US Stocks?
Are investors abandoning US equities? No. Yes. Maybe? It’s not a straightforward question. Answering it’s
‘Hot’ America
We’re in month six of 2025, which is to say nearly halfway through the year.
Rocket Fuel And Melodrama
It never stops. The soap opera never stops in Donald Trump’s America. Every, single day
Headline Hiring Holds Up In Mixed US Jobs Report
The US economy added slightly more jobs than expected in May, but payroll growth was
A $34 Billion Breakup
$34 billion. That was the damage for Elon Musk when the closing bell sounded on
History’s Dumbest Oligarchy Implodes
Back in February, when Elon Musk was in the process of commandeering critical US government
Putin, Xi Show America How To Deal With Trump
Donald Trump talked to Xi Jinping on Thursday. Nothing much came of it. China was
Slower Hiring And Layoff Notices: Welcome To The Golden Age!
Death by a thousand second-tier macro reports. On the heels of a very poor ISM
ECB Declares Inflation Victory, Cuts Eighth Time
The ECB all but declared victory over inflation on Thursday, when Christine Lagarde — who
Bonds, CPI Collection And Columbia
The good news about bad data is that if it’s bad enough, it can spell
$2.4 Trillion In Red Ink. And For What?
Donald Trump’s “big, beautiful bill” has a PR problem. Specifically, some Republicans — both on
New Orders Plummet, Price Pressures Build In US Services
Another swing, another miss. June 4, 2025, will go down as a session during which
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