The US is in a “housing recession.” That’s according to NAHB Chief Economist Robert Dietz,
Category: Markets
One Bear Has Some Distressing Math For Bulls
“Why is everyone so happy about 8.5% inflation?” BofA’s Savita Subramanian wondered, adopting an incredulous
Days Of Our Lives
Global growth concerns cast a pall Monday following another disappointing read on the Chinese economy.
Which Way Is Up?
Markets may feel lackadaisical in the new week. It’s the middle of August, after all.
2022: The Most Bearish, Illiquid Year Since Lehman?
Over the years, I’ve dedicated quite a bit of coverage to the feedback loop between
Buybacks And Such
One consequence of the improved mood across risk assets was a resurgence in equity offerings.
‘Cash Is Oxygen’
You know it’s a slow news day when Peloton and Michael Burry compete for space
Inflection?
Investors were “back in credit,” “back in tech” and “fading inflation” over the past week.
Wen Stock Record?
Does the equity rebound have legs? It’s probably time we stop asking that in favor
The ‘Then What?!’ Scenario
If you’re looking for a reason to worry (and who isn’t, right?) you might consider
Stocks Send Fed A Message: Try Harder
Neel Kashkari isn’t about to let a recession stop him from bringing inflation back down
Define Irony: Market Reaction To CPI Undermines Inflation Fight
The knee-jerk reaction across assets to a cooler-than-anticipated read on inflation in the US was
Summer Blockbusters
Wednesday was inflation day in the US and July’s CPI report was poised to rescue
Dandelion Seeds
This is a pretty tough spot to be in if your job is to make
Inflation Is Coming From Inside The House!
In Q1, US labor productivity plunged by the most in almost 80 years. Data for
Key Piece Of Stock Stability Puzzle Falls Tentatively Into Place
August can be an unruly beast for markets. The seasonal is daunting and liquidity is
Small Firms Haven’t Been This Worried About Inflation Since 1979
Small businesses have scarcely ever been this worried about inflation. 37% of owners who participated
New Tech Bull Market? Surely Not
The bull is back in big-cap US tech. Or was back. And could be back
Critical ‘Nuance’ On Fed Path
In a sea of Fata Morganas, at least one trade was better than chasing ghosts.
Bears, Bulls And The People In-Between
It’s “premature to sound the all-clear,” Morgan Stanley’s Mike Wilson said, of US equities, which
If They’d Just Shut Up…
Fed officials need to stop talking. Or at least dial it down. Back in February,
Odysseus And The Sirens
Larry Summers is worried. About good news. Headline US inflation likely decelerated in July, which,
Buffett Buys $3.8 Billion In Stocks, Loses 10 Times That On Paper
Warren Buffett bought more stock for his hedge fund and logged a massive paper loss
Goldman’s 2023 Recession EPS Case Is BofA’s Base Case
“The larger risk to 2023 EPS is a recession,” Goldman’s David Kostin said, in the
The Honor’s In The Dollar, Kid
An already convoluted outlook for markets was complicated further on Friday by a jobs report
Fed Pivot Math Seen Wildly Implausible
According to one popular sell-side strategist, a string of “very hot” US economic data could
Careful! It Could Be A Trap
Fade it at 4,200. That’s still the mantra for some strategists convinced the nascent rebound
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