Six months in, 2025’s been — how should I put this? — interesting, to employ
Author: therealheisenberg
Behold: The Fastest Bear Market Recovery Ever
Fast and furious. That’s Donald Trump in his second term. Whether you attribute the breakneck
Bubble Watch
We’re on the cusp of a new bubble. Maybe. With US equities back at records,
Goldilocks Doesn’t Live Here
This week’s marquee US macro release missed on pretty much every account. On Friday, the
A ‘Pennsylvania Plan’ To Cope With America’s ‘Explosive Debt’
There’s still nothing like a consensus on whether Donald Trump, through word and deed, is
Trump’s ‘Revenge Tax’ Is Dead
One of Donald Trump’s worst-ever ideas (and that’s really saying something) is dead. On Thursday
Contract Signings Limp Higher In Beset US Housing
“Good news” is probably too strong, but under the onerous circumstances, it’s fair to describe
Brake Slam
Guess what? The spending impulse in America was negligible during the first three months of
Miki Delivers
Miki Bowman’s paying off for Wall Street already. Just weeks after assuming a role which
The World’s Always Ending. Stocks Rarely Care.
Market participants on Wednesday expressed varying degrees of incredulity at the resilience on display in
New US Home Sales Plunge, Inventory Piles Skyward
New home sales ran at a slower-than-expected pace in the US last month, disappointing government
Volatility-Targeting Models Poised For Biggest-Ever Stock-Buying Spree
Earlier this week, in “Behind The Scenes Of Wall Street’s V-Shaped Recovery,” I spent some
‘A Good Friend. I Trust Him.’
“Donald, you will achieve something NO American president in decades could get done,” Mark Rutte
Could The Fed Surprise With A July ‘Insurance’ Cut?
As discussed here on Tuesday morning, I think the odds of a Fed cut at
Behind The Scenes Of Wall Street’s V-Shaped Recovery
Higher now, lower later. That’s been the equities refrain from Nomura’s Charlie McElligott for the
Powell Endures Congressional ‘Work Over’
At 1:32 AM on Tuesday, while — I don’t know — finding his way to
Trump Loses It: Israel, Iran ‘Don’t Know What The F-ck They’re Doing’
Furious. That was Donald Trump early Tuesday. He wasn’t mad at Iran. Well, he was,
US Consumer Confidence Back To Melting
It didn’t last. The surge in US consumer confidence triggered by the perception of a
Peace Through Crazy
Hand him that Nobel he’s always wanted. Late Monday in the US (early Tuesday in
Risky Business
Donald Trump’s a risky proposition. Just in general, but particularly as President of the United
Fireworks In Qatar
Iran wasted some missiles it couldn’t spare on Monday taking pointless pot shots at the
In US Housing, Total Gridlock
Existing home sales managed a minuscule uptick in the US last month, data released on
Tariff Inflation Evident In Otherwise Decent US PMIs
Demand’s holding up, but price pressures are evident. That was the overarching message from preliminary
The Gambler
Iran on Monday branded Donald Trump a “gambler” for weekend strikes on the country’s nuclear
What Happens Next…
It’s not about regime change. That was Pete Hegseth’s message to Iran on Sunday morning,
Meanwhile, Back At The Ranch…
The marquee event in the days ahead is the onset of World War III, tentatively
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