If Milton Friedman was right, inflation may be poised to crater. “[CPI] is one of
Category: Markets
Blink Once For Crash Up
You should be able to tell this story yourself. It’s a familiar tale. Friday’s raucous
Impossibly Wild 2022 Sets Up Near Certainty For 2023
Some believe the subtle shift in central bank behavior witnessed over the past month means
Can Mark Zuckerberg Go Broke?
It was a rough day to be Mark Zuckerberg. For the second time in 2022,
Amazon Risks Wipeout With Bad Guide. Apple Still Apple
Amazon and Apple closed the book on mega-cap US tech earnings Thursday with results that
A ‘Historic’ Multi-Billion Dollar Meme Stock Restructuring
Credit Suisse didn’t implode. As it turns out, the shrill social media cacophony and sundry
ECB May As Well Just Quit Now
Convoluted. That’s a one-word description of the ECB’s October meeting, which found Christine Lagarde and
Zuckerberg’s Metaverse Ambitions Bleed Billions
Mark Zuckerberg’s fading fortunes (and you can take that figuratively, literally or both) hung in
The Offshore Yuan Just Surged The Most In History
A top tier global economy intervened to stabilize its currency on Tuesday and Wednesday. And
Stale Chips
I’d call them inauspicious developments, but that seems trite. Seemingly all developments are inauspicious in
Is A Treasury ‘Intervention’ Imminent?
Janet Yellen is “very focused” on Treasury market functioning. That’s according to remarks delivered on
Microsoft, Alphabet Results May Underwhelm Anxious Markets
Alphabet and Microsoft kicked off mega-cap US tech earnings on Tuesday afternoon with what I’d
‘Terrified’ Buyside Has Fed Pivot FOMO
The buyside is woefully underexposed and “terrified” of missing out on any extension of the
In China: More Drama
Tuesday brought more drama in Chinese markets. A day on from an egregious selloff in
Mike Wilson The (Tactical) Bull
Morgan Stanley’s Mike Wilson is bullish. Tactically, but any sort of bullishness from Wilson is
Crash In Hong Kong Shows ‘Mr. Market’ Clueless On Xi
Chinese assets and, perhaps more aptly, the people who trade them, weren’t amused with Xi
Meanwhile, Back At The Ranch…
Between the de facto institution of one-man rule in China, the ongoing destruction of civilian
First World Problems
There’s ample scope for volatility in the upcoming week, although that’s not saying much. There’s
Friday’s ‘Fed Pivot’ Trade Explained
On Friday morning, in “The ‘Unstable Dynamics’ Behind Treasury ‘Scarefest’,” I wrote that all coverage
‘One Shock Away’: World’s Most Important Market On The Brink
If you’re wondering why 2022 is set to be the worst year for global bonds
The ‘Unstable Dynamics’ Behind Treasury ‘Scarefest’
Ninon Bachet finally scored a prominent quote in a Bloomberg feature piece. When you peruse
‘Disorderly’ Deposits, The ‘Main Trade’ And 2022’s ‘Great Irony’
“We’re bearish despite ubiquitous bear sentiment,” BofA’s Michael Hartnett said, flatly. He’s adamant, that one.
Musk: Tesla Valuation Can Exceed Apple And Saudi Aramco ‘Combined’
In “‘Super Bad Feelings’ About A ‘Strong-As-Hell’ Economy,” I referenced Elon Musk’s vague recession remarks
‘The Big Boys Are Now Full-Tilt Day Traders’: McElligott Shocker
On Wednesday afternoon, in response to a reader comment, I noted that although the impact
Incantations
2022’s great inflation debate divides economists and market observers into two distinct camps: Those who
False Starts
Market participants were treated to another mostly ambiguous read on housing starts and permits Wednesday.
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