If you’re keeping track at home, global equities just posted their sixth consecutive weekly gain.
Category: Duly Noted
A Broader Bull May Be No Bull At All
I don’t know if I’d call it a “consensus” narrative exactly, but a popular take
High Rate Hurdle Hard To Clear For US Housing
“Most borrowers do not have much of an incentive to refinance at current rates,” MBA
US Credit Card Debt Rebounds, Hits New Record At $1.35 Trillion
Looking for more evidence that incorrigible American consumers might’ve finally exhausted the last of their
Money Market Funds Now House Nearly $6.2 Trillion
If you were wondering — and I know you were — money market fund assets
Requiem For Rate Hikes
Last month was pivotal. Maybe “pivotal” isn’t the right word. Let’s call it “remarkable” instead.
Damn You 7%!
Bad news for America’s teeming scores of landless peasants: The cost to finance a cheap,
Tesla On A Roll As Deliveries Top Estimates
In a notable development given myriad pressing questions about the company’s growth outlook, Tesla topped
What To Expect From Q2 Earnings Season
For whatever it’s worth, the bar to clear for corporate America when reporting season kicks
Chinese Economy Still Struggling, Latest Data Shows
The Chinese economy’s still on shaky footing. At this point — which is to say
What If Tariffs Are Deflationary This Time?
Here’s an idea: What if new tariffs are deflationary? If you’re inclined to dismiss that
US Housing Market Logs Another Regrettable Record
I hate to relegate the single-worst read on a key leading indicator of US home
‘Too Big To Fail’ US Stock Market Isn’t So Exceptional Without Tech
US equities are “too big to fail.” That was one, among many, takeaways from what
The Bond Conundrum
Bonds have very nearly pulled even for 2024. Maybe you noticed. 10-year US yields were
Where’d The Shorts Go?
Late last week, I spent a few minutes editorializing around record-low short interest on the
Money Market Funds See First Outflows Since Tax Week
US money market funds saw their first outflows since tax week, an update released after
JPM Sees ‘Implicit Short Vol Trade’ In Record-Low ETF Short Interest
Short interest on the two predominate ETFs tracking the most important US equity indices has
‘Haves’-‘Have-Nots’ Divide Reaches Tipping Point, One Bank Warns
There’s a vociferous debate raging in the macro community where economists, technocrats and economists employed
Mega-Cap Versus Median
Mega-cap exceptionalism’s admittedly a tired topic by now, but then again, it’s the defining characteristic
A Tale Of Two Markets
US equity funds took in another $6.3 billion on net over the latest weekly reporting
Six Reasons To Doubt The Fed Dots
The market doesn’t believe the Fed’s new dot plot. At the June FOMC, the Committee
Macron Says Resignation Rumor ‘Absurd’
I hope Emmanuel Macron knows what he’s doing. Really I do. On Wednesday, during a
‘Lower Quality Economic Participants’
What to do when you aren’t sure whether the economy’s headed for a “soft landing”
Split Decisions
I shouldn’t have to say this, but there’s nothing fundamentally bullish about stock splits. Wait.
Flows Worth Knowing
Bullish flows! Or something. I don’t know. You gotta have a hook. Otherwise it’s just
AI Isn’t A Bubble Yet, One Bank Says
There’s no shortage of bubble talk in 2024 and with Nvidia now more valuable than
Why A US Recession ‘Might Yet Arrive After All’
Albert Edwards suspects a US recession might be just around the corner. You could’ve written
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