Whatever happens on jobs Friday and thereafter, the price action on Wall Street this week
Author: therealheisenberg
There’s No Plan. Really There Isn’t.
If there were remaining questions as to whether Donald Trump and Howard Lutnick have a
Will Chinese Tech Hype Cycle Burst America’s AI Capex Bubble?
Forget DeepSeek. That’s yesterday’s AI disruption, and it’s out of style already. Everybody’s wearing Qwen
Thanks Elon!
The good news is, initial jobless claims in the US receded from a two-month high
ECB Delivers Sixth Cut As Europe Prepares To Rearm
The ECB cut rates on Thursday as expected. The question’s what to do next. Inflation’s
In Germany: History
Germany’s going to spend some money. Not because they want to, necessarily, but because they
Chinese Economy Grew 5% In 2025
The Chinese economy grew by 5% in 2025, early estimates released on Wednesday showed. That’s
Crucial US Services Sector Update Offers Reprieve Despite Tariff ‘Chaos’
Phew. Dodged a bullet. The US services sector held up better than feared last month,
Private Hiring Slows Sharply In America, Underscoring Recession Worries
US private sector hiring ran at just half the pace economists expected in February, data
‘Trump Put’ Struck At SPX 5555, One Bank Says
Where’s the so-called “Trump put” struck? Said differently, what’s the pain threshold for equity losses
The Fog Of War
Wall Street tried on Tuesday to claw back the worst of the session’s tariff-related losses,
Trump’s Probably Serious About Annexing Canada
I wonder sometimes what 45/47’s followers imagine goes on every morning in blue households across
You Can’t Fix Stupid
Tariffs. They’re news. Global risk sentiment took a hit Tuesday as Donald Trump followed through
US Corporate Profits Aren’t What You Think
Over the weekend, I talked a bit about the read-through of suddenly soft US macro
‘No Room Left’
As of the closing bell on Wall Street Monday, there was “no room left for
Great Television
A lot of folks seem to think Donald Trump knows what he’s doing when it
New Orders Collapse, Price Pressures Surge As Tariffs Upend US Manufacturing
Yuck. That’s one word to describe the juxtaposition between a sharp deceleration in a key
Are War Bonds The ECB’s Next ‘Whatever It Takes’ Challenge?
The ECB, which meets this week, has an unenviable job: Monetary policy in the euro-zone’s
Doubt Creeps Into EPS Growth Forecasts As US Economy Stutters
The nascent US economic slowdown unfurling across a number of key macro metrics and indicators
US Jobs Report Looms With Traders On Slowdown Watch
It’s jobs week in the US, and the numbers better not disappoint. The nascent slowdown
The Devil’s Greatest Trick
[Editor’s note: In consideration of the historic events which unfolded at The White House on
US Macro Outlook Darkens Further As Real Spending Craters, Core Inflation Stuck
“Oh, Ey!” as the Sopranos cast might put it. Real personal spending in the US
Where’s The ‘Trump Put’?!
“Nouveau bulls” are nervous and the S&P’s one meaningful weekly loss away from creating the
The State Of The AI Narrative Post-Earnings
Nvidia suffered a rocky — albeit not exactly disastrous — post-earnings trade on Thursday, when
Tariffs. Again.
Metrics and benchmarks. You need them if you’re going to assess outcomes in the context
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