The Fed, we’ve just learned, is considerably less optimistic about the path of core inflation
Author: therealheisenberg
Why Markets Doubt The Fed’s Hawkish Posturing
The market doubts seriously the notion that the Fed will be willing and able to
Why The Bears Were Wrong
Why were the bears wrong on equities (and particularly on US equities) during the first
Sentiment Upturn, Falling Inflation Outlook Bolster Bulls
Markets were in a good enough mood as it was without an additional piece of
US Stock Funds Get Biggest Inflow In 26 Weeks Amid Bull Market
The flows-performance question is always a bit of a chicken-egg dilemma (which comes first?) and
Laughing In The Face Of Danger
More than $22 billion flowed into global stock funds over the latest weekly reporting period,
Money Market Funds See Rare Outflow. Banks Tap Fed Facility For $102 Billion
I won’t overinterpret because to do so would be to risk drawing spurious conclusions. With
Can The Fed Beat Inflation Without Popping The Pandemic Wealth Bubble?
If the Fed is concerned at all about the newly-minted bull market in US equities
How Credible Are The Fed’s Hawkish Dots?
US equities were poised to “defy the naysayers” while “looking through” the hawkish set of
ECB Not Considering Pause, Lagarde Says, After June Hike
Inflation has been “coming down” in Europe. That’s the good news. The bad news: It’s
European Gas Surges As Dutch Government To Shutter Massive Field
The Netherlands is closing the Groningen gas field from October 1. Permanently. That’s according to
US Retail Sales, Jobless Claims Paint Mixed Picture Following Fed
US retail sales posted a surprise increase, but initial jobless claims handily topped estimates for
China Cuts Key Rate As Economy Struggles
China on Thursday turned in a set of activity data for May that was perhaps
Dotting The I
“We didn’t make a decision about July. Of course it came up from time to
Aggressively Hawkish Dots Should Overshadow Fed Pause
The Fed on Wednesday pressed the pause button on the most aggressive rate-hiking campaign in
Crowded Trades And Painful Scenarios
It comes as no surprise that the most crowded trade on the planet is long
No Country For Call Sellers
US equities came into the June FOMC meeting not just in melt-up mode, but in
Albert Edwards: Greedflation Raises Risk Of Deeper, Longer Recession
Analysts and investors pleased with resilient corporate profits aren’t factoring in the macro read-through of
Producer Prices Bolster Case For Cooler US Inflation
In a boon to the Fed’s inflation-fighting efforts, pipeline price pressures abated more than expected
Fed Confronts Cash-Fueled Stock Melt-Up
“Cash is seemingly burning a hole in the pocket of investors again,” Nomura’s Charlie McElligott
‘Should’ve Known Better’: Companies Still Have An Inventory Problem
Everything is obvious in hindsight, so we should perhaps hesitate before we insist that policymakers
Markets Are Giving Up On China’s Recovery Story
While editorializing around reports that top Chinese policymakers are mulling new stimulus measures to bolster
Core Inflation 2.5 Times Target Seen Clearing Way For Fed Pause
Mercifully for a Fed leadership that’d prefer to take a break from raising rates (if
What $700 Billion Sees For Rates, Inflation And The Economy
Fund managers expect a soft landing. They also expect a recession. If that seems contradictory
China Stimulus Week
China stimulus rumblings were louder on Tuesday. The PBoC telegraphed an MLF cut later this
Kolanovic Stays Bearish. Recession Likely Needed To Tame Inflation
It’ll probably take a recession to restore price stability. That’s according to JPMorgan analysts led
The August Risk
If you’re wondering whether the nascent bull market in US equities risks making the Fed’s
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