They’re cutting rates. Everybody’s cutting rates. On Thursday, at its final policy meeting of 2024,
Author: therealheisenberg
Systematic Stock-Buying Maxed, VIX Squeeze Potential Builds
You’ve all heard me carry on recently about the potential for more re-leveraging from systematic
Anticipatory Obsequence
I hate to say I told you so, but… well, I told you so. “Way”
China Has An Idea
China has an idea. Staring down an intractable economic quagmire and facing the rather daunting
Mortgage Rates Slip Again In Still-Tense US Housing Market
If you’re keeping track at home (or at “home,” with scare quotes, if you’re a
Wanted: Coherent Inflation Analysis
Mercifully for a Fed seen by some as willfully blind to a nascent, if not
Hook, Line And Sinker
Everyone knows, after all these years, how I feel about the average person, or I
Risk? What Risk?
On several occasions post-pandemic, I suggested we’re in the habit of mischaracterizing the nature of
Making The Dollar Bear Case
It’s not hard to make the bull case for the dollar. We’re currently witnessing one
Xi Jinping Needs To Refocus
Chinese export growth slowed from a 19-month high in November, missing estimates in the process
No One Dare Question The Stock Party
You’d be hard pressed right now to find a strategist willing to swim against the
What Of The Axis Now?
The world’s burning. Figuratively. Literally. Both. It looks as though history will remember Israel’s decision
US Households See Brighter Financial Future Post-Election
Good news! Americans are feeling great all of a sudden about their personal finances. Ok,
‘The Only Reason To Be Bearish’
Stocks: You gotta have ’em. Ask John Stoltzfus, he’ll tell you. And if you’re gonna
To The Sky
Oppenheimer’s John Stoltzfus likes what he sees in the US, both in terms of the
Iran, Russia Reel As Assad Regime Falls To Al Qaeda Successor
Abu Mohammad al-Jolani is king of Syria now. Or something. “Following his talks with a
US CPI, ECB Rate Cut Top Macro Docket In New Week
It’s CPI week in the US, which doesn’t mean as much as it used to.
History In The Making As Assad Set To Fall In Syria
A week ago Sunday, I chose “Syria to the fore” as the title for the
South Korea Fails To Impeach Would-Be Dictator
“I would like to bow my head and apologize for the worry I have caused
‘Fearing The Future,’ Americans Resort To Debt-Funded Stockpiling
Some articles write themselves. This is one of them. On Friday, the preliminary read on
More, More, More: Inflows To US Stocks Continue
Inflows to US equity funds continued over the last week, according to the latest update.
Look Out, It’s Froth!
Froth: One popular strategist sees some. On the off chance you haven’t logged onto the
Tariff Man, Comin’ Through!
Consumer sentiment in the US improved a fifth month, pushing America’s marquee mood gauge to
US Jobs Report Is Both Hot And Cold
The US economy added 227,000 jobs in November, the BLS said Friday. The NFP headline
Money Fund Assets Near $7 Trillion On Massive Inflow
Two weeks back, I wondered aloud if we were witnessing the early stages of the
Behind The Scenes Of America’s Post-Election Stock Melt-Up
The S&P was 5700 and change on October 31. It’s nearly 6100 now. Not too
Are You Serious?
Whatever sort of derision you want to aim at the neoliberal consensus (in all its
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