There’s good news for America’s legions of renters who, thanks to the pandemic housing frenzy
Category: Duly Noted
What Jamie Dimon Said On JPMorgan’s Earnings Call
For obvious reasons, market participants were keen to hear from Jamie Dimon on Friday. JPMorgan’s
Bulls, Bears And Surprises
Like most people who harbor generalized doubts about humanity, not much surprises me. I often
Waller Versus Bostic
Raphael Bostic is ready to pause Fed rate hikes after one final move in May.
Fed Backstop Borrowing Falls Again
Banks continued to avail themselves of Fed liquidity backstops over the last week, but the
Local Oil Man Gets 50% Raise. Makes $36 Million
Typically, I wouldn’t go out of my way to call out CEO compensation, where “out
Was The Plunge In US Banking Lending An Optical Illusion?
Was America’s much-hyped “credit crunch” a mirage? As most regular readers will recall, Fed data
Americans Harbor Very Negative View Of Xi Jinping In New Poll
“Few Americans have confidence in Xi to do the right thing in world affairs, including nearly
Soft Landing Up North? BoC Seems To Think So
A month after becoming the first developed market central bank to pause a tightening campaign
Buffett: ‘No Reason To Worry’ About Bank Deposits
Warren Buffett wouldn’t confirm reports he discussed adverse developments in the US banking sector with
No ‘Light At Tunnel’s End’ For Taiwan Export Slump
Taiwan has a lot of problems currently, not least of which is that the autocrat
Monetarists Hope For Renaissance After ‘Correct’ Inflation Call
We should’ve given the monetarists more credit. That was one ostensible lesson from the pandemic
Are 2023 Fed Cuts ‘Inevitable’?
I suppose this goes without saying, but US rates are more pessimistic about the macro
Americans Most Pessimistic On Credit Access In A Decade
Americans harbored the most grim perceptions of credit availability in at least a decade during
Macron Hints At De-Dollarization, ‘Autonomy’ From US After Xi Meet
Emmanuel Macron doesn’t want to pick sides. During interviews published Sunday, but conducted while he
US Revolving Credit Rises 23rd Month As Rates Hit 20%
Americans’ revolving credit balances rose the least in nearly two years in February, data released
Why ‘Fixing’ The RRP ‘Problem’ Isn’t Straightforward
Over the past several weeks, the RRP situation, and the discussion around “what to do”
Emergency Fed Borrowing Elevated, But ‘Stable’
Stress across the US banking system might’ve abated in recent weeks, but liquidity demand remains
Are Company Analysts Pessimistic Enough Yet?
For much of the last year, company analysts were derided (sometimes mercilessly, and by their
In New Zealand, A Moment Of Truth
With the caveat that I’ve never conducted any sort of systematic demographic analysis of my
$5 Trillion Money Market ‘Bubble’ Spotlights Fed’s $2 Trillion RRP Garage
Last week, I suggested the Fed is attempting a difficult tightrope act with regard to
‘Peak Pain’ From Fed Hikes Still ‘A Few Quarters’ Away, One Bank Says
“Peak pain” for the US economy from the most aggressive rate-hiking cycle in a generation
‘More NATO’: Finland Accession Is Own Goal For Kremlin
Part and parcel of Vladimir Putin’s efforts to spin his war of conquest in Ukraine
McElligott On Where We Are As Q2 Gets Underway
It can be a challenge to crystallize, and otherwise make sense of, cross-asset price action
Weak Breadth, Broadly Expensive: Stocks See Worst Of Both Worlds
It’s been tempting recently to write off or otherwise dismiss stock buoyancy as the product
One More Time: It’s Not QE
It isn’t QE. “It” is a reference to the latest increase in the Fed’s balance
Do US Stocks Have A Demand Problem?
If a string of US bank failures and the near collapse of Credit Suisse were
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