Amazon delivered disappointing revenue guidance after the bell Thursday, underscoring the notion that even the
Category: Markets
The Illusion Of A Stock ‘Market’
So far, 2022 is a macro tragicomedy. I’ve long suspected my penchant for describing various
US Economy Moves To Brink Of Recession
The US economy contracted at a 1.4% annualized rate during the first three months of
Bank Of Japan Throws Gas On Burgeoning Asia FX War
It was all about the yen on Thursday, when the Bank of Japan surprised markets
Of The Fed, We Now Demand The Impossible
The Fed is attempting to do the impossible. That characterization could be applied to any
Bassman: This Is ‘Let Them Eat Cake’ Economics
This rhymes with our present-day financial aristocracy arguing over which First Cru French Chablis is
Goldman On Russia’s Gas Halt: ‘This Raises The Stakes’
The physical impact of Russia’s move to halt gas flows to Poland and Bulgaria is
‘Unacceptable’ Russia Gas Cuts Force EU Energy Reckoning
The EU is “prepared” for a scenario in which Vladimir Putin threatens the bloc’s energy
Deutsche Bank Stunner: ‘We Will Get A Major Recession’
Starting last year, Deutsche Bank began publishing a new series of papers dedicated to furthering
Fed May Have Just Two Hikes Left, SocGen Quant Suggests
Market pricing for Fed hikes went into overdrive late last week, when tail hedges for
US Home Prices Rose Most Ever On Eve Of Rate Surge
A key gauge of US home prices notched another new record, data out Tuesday showed.
China Tried To Talk Stocks Higher. It Didn’t Work
The PBoC ran up against the law of diminishing returns Tuesday, when an attempt to
With Twitter Deal, Musk Vies For Surveillance Capitalist Crown
Surveillance capitalism operates through unprecedented asymmetries in knowledge and the power that accrues to knowledge.
Rolling The Dice On A Falling Knife
Who’s inclined to catch a falling knife? Not me, I’ll confess. Or at least not
Why JPMorgan Sees A ‘Near-Term Stock Rally’
Stocks are likely to rebound this week amid rebalancing, hedging dynamics, incremental buyback flow and
PBoC Forced To Intervene As Yuan Losses Turn Disorderly
The PBoC stepped in to stanch profuse bleeding in the yuan Monday, after the currency
Chinese Stocks Collapse As Beijing Situation Turns ‘Grim’
Fears of a Shanghai-esque lockdown in Beijing undercut already fragile risk sentiment Monday, sending global
Traders Face Daunting US Data Docket Amid Fed Silence
Whatever void is left by the absence of Fed banter in the new week will
No Doves Allowed
Weary investors can look forward to a short break from escalatory Fed rhetoric. Officials are
A Currency War May Be Coming To Asia
Have you considered the possibility that the dollar is on the brink of a “super
Cathie Wood Keeps The Faith
Inflation is about to peak. Then, it’ll fall rapidly. Said nobody, anywhere. That macro narrative
The Simple Reason US Stocks ‘Need’ To Fall Another 15%
Monetary policy works on a lag, but over and over again in 2022, the Fed
BofA: ‘The Era Of Higher Volatility Has Begun’
Despondent investor psychology and ostensible evidence of “peak inflation” aren’t a bad setup for a
‘Violent’ Rates Shock Is ‘Gut Punch’ To Staggering Stocks
When you think high drama, you don’t generally think data-less Friday in April. But these
Why One Bank Now Expects Two Huge Fed Hikes In A Row
On the heels of Jim Bullard’s trial balloon, and amid unrelenting hawkishness from other officials
Albert Edwards On ‘The Biggest Story No One Is Talking About’
“No one” is talking about “the biggest story.” But don’t worry. Albert Edwards has you
Lagarde Asks ECB Officials To Wait Before Criticizing Policy
Christine Lagarde politely (or perhaps no-so-politely) asked her colleagues at the ECB to wait a
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