When it comes to predicting stock returns, about the best you can do is present
Author: therealheisenberg
China To Consumers: Please Borrow This Cheap Money!
There were rate cuts in China on Monday. String pushin’. If you long ago gave
How Corporate America Will Spend $4 Trillion In 2025
Money. Companies exist to make it. Or at least that’s the way it is in
Stocks, Bonds And Presidents
This’ll be a pretty slow week on the data front, at least in the US.
Soul Reaper
“Agents of Iran tried to assassinate me.” That sounds like something Donald Trump might’ve said,
Corporate Equity Bid May Hit $1 Trillion In 2025
Who’s going to buy the stocks? Or, put differently, who’s going to buy stakes in
Bearish Tyranny
People think I’m a China bear. I’m not. I mean, I am in the sense
Inflows To Global Stock Funds Officially Surpass Half-Trillion For 2024
Last week’s equity flows story was all about emerging markets and, more to the point,
Mixed Signals From Xi’s Struggling Economy
There was good news and bad news for the Chinese economy on Friday. Let’s start
‘Everybody’s An Economic Populist Now’
I don’t want to dwell too much on hypothetical US election outcomes given the myriad
The End Of Yahya Sinwar
Three years ago, following nearly two weeks of intense clashes between Hamas and the IDF,
Spend It If You Got It!
Surprise! Americans are still spending. Or at least they were last month. A key underlying
Better Safe Than Sorry: ECB Delivers Third Rate Cut
As expected, the ECB cut rates for a third time on Thursday. The move, 25bps,
‘The Stock Selloff Is Canceled,’ Rubner Says
Looking for a simple bull case? Of course you are. Who’s going to turn down
Inequality’s A Very Big Problem, Albert Edwards Reckons
Albert Edwards suspects there may be “a big problem brewing for investors.” That’s not unusual.
Buckle Up For A 2.5% Stock ‘Crash’
It’s probably fair to suggest the unofficial “consensus” on Wall Street is year-end stock rally.
Smart Money Rules Out Recession. (SELL!)
If it’s contrarian “sell” signals you’re after, you could do a lot worse than professional
UK Catches Inflation Break, Teeing Up More BoE Cuts
There are fantastic things happening in the UK macro space. Did you hear? Headline inflation
‘A Falling-Rates Environment’
Should’ve bought last month! There’s a misconception out there among a lot of would-be American
Trump And I
Every now and again, I try to reason with readers who’re supporters of Donald Trump.
Delinquencies And Financial Death Sentences
The latest installment of the NY Fed’s monthly consumer poll was released on Tuesday. Who’s
‘Evil, Clever Things’
Goldman Sachs. What can you say about it? A lot! If you’re David Solomon, you’ll say
Bank of America Still Going Concern, Q3 Results Suggest
Bank of America’s still a going concern, if you had any doubts. I mean, banks
How Many Comrades Does It Take To Screw Up A Stimulus Unveil?
Six trillion yuan. That’s the number. Or maybe it’s seven trillion. Or eight trillion. Don’t
Another Modern Market Melt-Up?
If US equities felt melt-up-ish to you midway through Monday’s bond market holiday, it wasn’t
History Doesn’t Support Cash-To-Stocks Rotation Narrative
Will record-high money market fund AUM be deployed into equities now that the Fed’s cutting
Exports, Imports And The China Bloc
What happens if export growth falters? That’s a question Chinese officials — and particularly Beijing’s
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