Having spent Monday contemplating how and why traders have lost their confidence, Tuesday explaining that
Category: economy
It Would Be Great If You’d Start Using Your Credit Card… Or Would It?
“Whatever the reason, it’s probably a good bet that consumer spending will remain underwhelming until Americans feel more comfortable using their credit cards again. And while that will provide a boost to both activity and bond yields it will also, ironically enough, set the stage for the next recession.”
It’s Quiet Out There: G-20 Leaves Markets Feeling “Damp And Grey”
It feels quiet out there. Maybe a little too quiet. There’s plenty of G-20 banter
Behind The Curve? “Pussy-Cat” Yellen Confronts “Largest Dovish Policy Deviation Since The 70s”
Some folks will be talking about the Fed today. In just a few hours we’ll
“What Blizzard? It’s A Couple Of Flakes”: Markets In Cryosleep Ahead Of Snow, Fed, Geert
Welcome to day 2 of 2 in the pre-Fed, pre-Dutch election market cryosleep. Overnight we
Please Fasten Your Seat Belts, Jobs Report Ahead
So obviously it was a relatively quiet overnight session as the entire world focuses on
With Odds Of March Mushroom Cloud Lower, Time For Trump Economic Team To “Muddy Those Expensive Loafers”
The political scientist in me is a little annoyed with some of the overnight Street
Oxy, Jail To Blame For Lackluster Labor Force Participation Rate: Goldman
On Friday, I noted that Goldman wants to know why Trump voters are so damn
Goldman Wants To Know What Trump Voters Are So Damn Upset About
Obviously, large swaths of the American electorate (and this apparently applies to European voters as well)
Wall Street Reacts To “Mixed” Jobs Report
So this morning’s jobs data was, well, not very exciting. The headline print missed expectations
Daily Kickstart (Jobs Edition)
Overnight I quoted Goldman on the way to explaining why a short yuan bias was
Daily Kickstart (China FX Edition)
Whither the yuan…
Daily Kickstart (Welcome Back Japan Edition)
Markets have been rallying quite strongly on this notion of fiscal hope but, as we
Dollar Swings Wildly After Upbeat US Economic Data
Well, that escalated quickly…
“Grinchs” Should Have “Stayed In Bed”, SocGen Says
“The Grinch and Scrooge had better stay in bed this morning”…
Daily Kickstart (Back To Work Edition)
At long last, the holidays are over. I like the peace and quiet as much
Why Fed Policy Mistakes Are Now Inevitable
As noted earlier on Monday evening, we’re seeing Catch-22s everywhere these days as central banks are
Reflections On The “Deeply Troubling” End Of Globalization
So, how many times in the past month have I written something about the possible
“It’s The Economy, Stupid”: January Preview
Don’t forget that next week, we’ll get the latest NFP number which will be used as fodder for Trump no matter how it prints.
Excuse Me, But Your Tails Are Getting Fatter
I talk quite a bit about tail risk. One of the biggest mistakes an investor
Don’t Be A Monkey: Changing The Meaning Of “Actionable” Research
Generally speaking, people seek out the type of analysis and commentary that validates their own
Daily Kickstart (Britney Spears Edition)
“Sony Music apologizes to Britney Spears and her fans for any confusion. This has been rectified”…
2016: The Year In Charts
Well, it’s been an interesting year. What started out as nothing short of a disaster
“The Downside Tail Has Grown”
In all my many years observing and analyzing markets, I don’t know that I’ve ever
Daily Kickstart (Watch US Data For Direction)
European and Asian bourses are mixed on Thursday amid thin holiday trading following Wall Street’s
Daily Kickstart (Swedish Edition)
It makes total sense to take some money off the table. We’ve priced in no
Daily Kickstart With Deutsche Bank
Well the dollar took a break on its march higher versus the yen on Monday,
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