With the US banking system in stable condition thanks to a $150 billion per week
Author: therealheisenberg
Credit Monitor: Bank Drama Dents IG Supply, But Returns Recover
Thanks to high drama in the financial sector, US investment grade supply was lower than
Deposit Flight And More Fed Hubris
If only it weren’t stale. Admittedly, I had a hard time getting excited about the
Goldman Sees No 2023 Upside For Stocks Despite Likely Fed Pause
Fed officials would prefer it if you’d countenance another 25bps rate hike — one for
‘Systemically Important Tech’ Caps Blockbuster Quarter
Earlier this week, I penned an obligatory nod to the new “bull market” in big-cap
The Entertainment Business
Regular readers know I’m usually the very last person to employ Warren Buffett quotes (indeed,
No Bank Panic In Michigan Poll. But Recession Vibes Unmistakable
A trio of bank failures had “limited impact on consumer sentiment” this month, Joanne Hsu,
Bear Stearns Or LTCM? Fate Of Stocks Depends On The Answer
Buyer beware? This is a challenging moment for investors attempting to discern whether a long-in-the-tooth
US Inflation, Spending Data Cooperates. For Now
Core inflation using the Fed’s preferred gauge rose less than expected last month from January,
$14 Hershey Bars
If you, like me, have noticed that the price of certain impulse buys in the
At Least It’s Not Getting Worse, Analysts Say, As Fed Borrowing Stabilizes
Liquidity needs in the US banking sector are still elevated. That was apparent from another
Indictment Day
Donald Trump was indicted Thursday by a 23-member special grand jury in Manhattan. Over several
Money Market Magnet Attracts $5.2 Trillion
Money market fund assets ballooned to a new record over the last week, closely-watched data
Beware The Latent Surge In Jobless Claims
Just take the money! It’s free! If I were a financial advisor (I’m not), that’s
My Correlation Is Broken. What Do I Do?
I’ll confess to being a bit concerned by the ongoing incredulity exhibited by stewards of
A New Tech Bull Market?
The Nasdaq 100 is in an ostensible bull market. Maybe you heard. I say “ostensible”
Poor Revisions And A Wide Disparity
The final read on Q4 US GDP found the government revising core PCE price growth
Evan Gershkovich Is In Trouble With Vladimir Putin
I hate to put it this way, honestly I do, but I don’t see much
This Productivity Boom Is Brought To You By Skynet
It’s AI’s world, we just live in it. Or at least that’s the impression you’d
A Quick Note On Elon Musk’s Proposed AI Moratorium
Elon Musk is worried about advanced AI. One thing he’s concerned about specifically is the
The ChatGPT Bubble Is Here: $300K For ‘AI Whisperers’
Earlier this week, I lamented the somewhat terrifying prospect of 300 million lost full-time jobs
Did America’s Housing Recession Just End?
For the third straight month, pending home sales in the US surprised to the upside,
Bank Stress May Eliminate Key Source Of US Jobs Overshoot
Over the past six months, nonfarm payroll growth in the US overshot the typical pre-COVID
Big Hearts Versus Big Men
Volodymyr Zelensky on Wednesday said Vladimir Putin’s most recent nuclear posturing suggested the Kremlin didn’t
The Long, Docile Bear
Is the bear market over? If that’s your question, you need to specify. Which bear
Layoffs Won’t Solve This Inflation Problem
At this point, it’s tempting to ignore the never-ending reports of job cuts across the
America’s Housing Bubble Flies South For The Spring
A government gauge of national home prices in the US unexpectedly rose at the beginning
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