A day on from a disconcertingly warm CPI report which prompted traders to price out
Author: therealheisenberg
Fed Policy’s Not Restrictive No Matter How Many Times Powell Says Otherwise
I don’t love this talking point, and even if I did, it feels exhausted by
Neville Chamberlain
With very few exceptions — mobsters, warlords, Xi Jinping, Kim Jong-Un, Bashar al-Assad, Ramzan Kadyrov
Market Exposed To Left-Tail Shock Amid Reflation Zeitgeist Crowding
Needless to say, macro watchers — which is very often a polite euphemism for economists,
Trump Ready To ‘Rock And Roll!!!’ Wants Fed To Sing Along
Donald Trump’s ready to “rock and roll” and he’d very much appreciate it if Jerome
Disaster Strikes In God-Awful US CPI Report
Oh no! Houston, we have a problem! Consumer price growth across the world’s largest economy
Too Many Circles To Square
A key question as Donald Trump squeezes into his “Tariff Man” leotard in the service
‘Super Obvious’
The idea of cutting five (or whatever number) regulations for every new one adopted sounds
Stoic, For Now
The Fed’s on hold until June most probably. And Jerome Powell wants no part of
If You Ain’t First…
Another day, another deluge of tariff headlines. I’d describe Donald Trump’s aversion to trade imbalances
Donald Trump Is World’s Only Hope To Stop Elon Musk
If you asked me last week what’s more dangerous than Elon Musk exercising what, on
‘Big History’ Spotted In Gold’s Bull Run
Atahualpa’s downfall is runnin,’ dammit. That’s a morbid gold rally joke. I’ve used it before.
For The First Time In Years, Big Tech Fails To Top Wall Street Sales Estimates
With the (not insignificant) caveat that Nvidia’s yet to report, the handful of US companies
You Get Tariffs, You Get Tariffs, You Get Tariffs…
Donald Trump’s the Oprah of trade levies. “You get tariffs, you get tariffs, you get
Corporate America Clears The Bar. Again.
Earnings season’s nearly over. Except for Nvidia. Which is about like saying football season’s over
US Inflation On Deck, Powell On The Hot Seat
It’s CPI week in the US and Jerome Powell will trudge up to Capitol Hill
China Still Dangerously Close To Deflation Event Horizon Despite CPI Fillip
You may see a headline or two touting the liveliest read on Chinese consumer price
Meanwhile, Last Night
“Just an old fashioned.” “Sure. Do you care what bourbon?” He look quizzically at the
Are Trump And Musk Trying To Engineer A ‘Government Recession’?
Donald Trump and Elon Musk (only one of whom was elected, by the way) may
Consumer Mood Darkens, Inflation Expectations Soar In Dour Sentiment Readout
The preliminary read on America’s marquee gauge of consumer sentiment was very rough for February,
Jobs Report Shows Rapid Hiring Before January Slowdown
The US economy added fewer jobs than anticipated in January and overall hiring was weaker
Don’s Dollar Dilemma
“The strong-dollar policy is completely intact with President Trump.” So said Scott Bessent on Thursday,
Amazon Asks For Patience Amid Slower Sales, Soaring AI Spend
Amazon said Thursday sales grew 10% to $187.8 billion during the holiday quarter. That was
Silver Linings And Catch-22s
Wall Street’s good at finding reasons to stay bullish. Note: Being good at coming up
Chasing Productivity
Everyone who fancies themselves a macro maven likes to muse about labor productivity, but virtually
A Dove’s Coup
Catherine Mann and diehard dove Swati Dhingra wanted to go big on Thursday, when the
Why Trump Actually Needs Less ‘US Exceptionalism’
Late last week, I said it’d be ironic if “US exceptionalism” peaked in 2024 and
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