If it seems to you like corporate America — and here I mean big corporate
Category: Markets
The Dollar’s Relationship To US Stocks Is Changing
If you’re immersed in the market zeitgeist, you’ve probably heard all you care to by
So… What’s The Bear Case Now?
Wall Street headed into Friday’s US holiday on track for another solid weekly gain. And
Dollar Debate Rages As Trump Upends The World
I suppose this goes without saying, but there’s still a lot of angst out there
Blame Game
Jerome Powell on Tuesday blamed Donald Trump for the Fed’s reluctance to cut rates in
By Now, Trump’s Probably Right About Rates
In my macro preview for this week, I suggested Jerome Powell might be facing a
Scott’s Dilemma
“Well, wha– why would we do that?” Scott Bessent wondered on Monday, when Donald Trump’s
US Equity Flows: Robust Or Sputtering?
Six months in, 2025’s been — how should I put this? — interesting, to employ
Behold: The Fastest Bear Market Recovery Ever
Fast and furious. That’s Donald Trump in his second term. Whether you attribute the breakneck
Bubble Watch
We’re on the cusp of a new bubble. Maybe. With US equities back at records,
Trump’s ‘Revenge Tax’ Is Dead
One of Donald Trump’s worst-ever ideas (and that’s really saying something) is dead. On Thursday
The World’s Always Ending. Stocks Rarely Care.
Market participants on Wednesday expressed varying degrees of incredulity at the resilience on display in
Volatility-Targeting Models Poised For Biggest-Ever Stock-Buying Spree
Earlier this week, in “Behind The Scenes Of Wall Street’s V-Shaped Recovery,” I spent some
Behind The Scenes Of Wall Street’s V-Shaped Recovery
Higher now, lower later. That’s been the equities refrain from Nomura’s Charlie McElligott for the
Powell Endures Congressional ‘Work Over’
At 1:32 AM on Tuesday, while — I don’t know — finding his way to
Pros Have Never Been This Down On The Dollar
Dollar dominance is facing its biggest test in the (short) history of American empire: True
Chris Waller Really Wishes Donald Trump Would Notice Him
Chris Waller would really appreciate it if someone — anyone — would acknowledge how hard
Donald Trump’s Putting Jerome Powell In Danger
When Jerome Powell was asked this week about his “friend down at 1600 Pennsylvania Avenue,”
Back To ZIRP!
We’re back to ZIRP. In Switzerland. Swiss monetary policy’s somewhat eccentric. They aim for price
Not That, This
Jerome Powell’s press conference was a sleepy, uneventful affair on Wednesday. Although tariff expectations have
‘Stupid’ Fed Still Sees Two 2025 Cuts, But Fewer Later
The Fed kept rates unchanged Wednesday, much to the chagrin of a certain US president
Supply And Demand, Buybacks And Robots
This isn’t well understood among a lot of “everyday investors” (whatever that means), but stock
What To Expect From The June FOMC Meeting
The Fed will keep rates on hold this week. And Donald Trump will be furious
‘Sell America’: Hyperbole Or Epochal Shift?
At the risk of positing a strawman, sometimes it feels like Wall Street strategists and
Ice Cream TACOs
I hesitate to weigh in on the near-term trajectory of… well, of anything, really. Tomorrow’s
The Bullish Side Of Unprecedented Trade Uncertainty
If you’re searching for a silver lining in the dense fog of uncertainty hanging over
Long-Bond Drama Reignites 60/40 Debate
There’s no shortage of handwringing over the dollar’s recent decoupling from Treasury yields. As discussed
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