If everyone’s determined that everything Donald Trump says should be taken seriously just because he’s
Author: therealheisenberg
Is The US Services Slowdown Real?
The marquee gauge of US services sector activity was kinda “blah” in data released Wednesday,
Scott’s First QRA
Treasury believes its current auction sizes leave it well positioned to address potential changes to
New Data Suggests US Private Hiring Accelerated Sharply In Recent Months
US private sector employers added far more jobs in January than expected, Wednesday’s update from
Google Falls Short In Cloud, Overshoots On Capex
Alphabet on Tuesday turned in a set of results which, at first glance anyway, looked
Is 2025 ‘Buy America’ Credo Too Consensus To Be Right?
If you chart the relative performance of US equities versus global shares excluding US stocks,
New Clippy
I talked at some length earlier this week about Mag7 capex, and the extent to
US Job Openings Plunge In Good (And Bad) News
US job openings undershot meaningfully in key labor market data released Tuesday. There were 7.6
Holy Grail
Tuesday dawned the same way every other day’s dawned since January 20 and the same
This Is The ‘True Source’ Of Mag7 Magnificence
The episode known in market circles as the “DeepSeek shock” was an unwelcome reminder: Capex
Muzzle Velocity
On February 2, Ezra Klein released an audio essay called “Don’t Believe Him.” It begins
Art Of The Asinine
Art of the deal! Or art of the bluff. Or art of the farce. Or
What Tariff Man Hath Wrought
Anywhere between 5% and 10%. That’s how much US equities could sell off as a
Nascent US Manufacturing Recovery Marred By Inflation Jitters
Behold: A ray of sunshine through the trade storm clouds. The marquee gauge of US
‘An Act Of Economic Warfare’: Tariff Man Trump Stuns Global Markets
Donald Trump’s latest and “greatest” tariff escalations roiled global markets on Monday. From Taipei to
‘Run Your Models’: Trump Forces Fed To Do The Tariff Math
Higher prices. That’s the answer if the question is about the macro read-through of Donald
Traders Brace As Crowded Data Docket Collides With Tariff Drama
Tariffs, tariffs and more tariffs. That’s a preview of what you can expect from financial
Trade War 2.0
“Trade War 2.0” will dominate headlines in the week ahead, and not just on financial
Tariffs Aren’t A Free Lunch
Love’s famously blind, but generally speaking, people know a lot about the things they love.
US Stocks Break January Inflow Record With $76 Billion Haul
If you were curious, 2025’s off to a solid start on the flows front. For
Forget The Data, What About The Tariffs?
The last of this week’s key US macro releases printed largely in line with consensus.
What If Trump’s American ‘Golden Age’ Is A Sunset?
How ironic would it be if “US exceptionalism” in all its various manifestations peaked in
Utopia Forgone
Chasing echoes There are no “good” or “bad” people in the world any more than
Apple’s ‘Great’ Could Be Better
Apple on Thursday reported what it was probably fair to call mixed results for a
Americans Spend Their Asses Off
Americans were spending their asses off in Q4, preliminary US GDP data released on Thursday
Pending Home Sales Crash As High Rates Bite Back
As it turns out, you can’t afford what you can’t afford. Imagine that, right? Pending
ECB Cuts Again As Europe Faces Recession, Political Crises
“Unexpected.” That’s how a handful of mainstream media outlets described news that the euro-zone economy
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