Flows Worth Knowing
Bullish flows! Or something. I don’t know. You gotta have a hook. Otherwise it’s just
Inflation Jokes
Five and a half hours before the June FOMC decision (or maybe more, depending on
What To Expect From The June FOMC Meeting
It wasn’t so long ago when markets were holding out hope for a rate cut
Benny Gantz Resigns Despite High-Profile Hostage Rescue
[Editor’s note: This article was updated on June 9, 2024, with details of Benny Gantz’s
When Everyone Says It’s Not A Bubble…
“You know it’s a bubble when everyone starts telling you it’s not a bubble.” That’s
Sorry, Cam Harvey
Way back two weeks ago, I took a few minutes to editorialize around what I
Charon’s Obol
“We’re already late.” She drummed her fingers impatiently on the sides of the steering wheel.
Barnburner US Jobs Report Comes With Caveats
The US economy added far more jobs than expected in May and wage growth was
World Chokes On China
The latest trade data out of China didn’t do much to dispense with the idea
‘Pinpointed’
Another day, another macabre collage of images from Gaza, where throngs of dejected locals lingered
Good, Bad And Everything In-Between
It was the same story on Thursday, when US equities meandered ahead of payrolls: Bad
Tentative Evidence
Thursday brought more tentative evidence to support the contention that the US labor market’s cooling.
ECB Cuts Rates After Historic Hiking Cycle
The ECB on Thursday became the second G7 central bank in two days to cut
AI Isn’t A Bubble Yet, One Bank Says
There’s no shortage of bubble talk in 2024 and with Nvidia now more valuable than
Why A US Recession ‘Might Yet Arrive After All’
Albert Edwards suspects a US recession might be just around the corner. You could’ve written
Siren Songs Of Summer
“S&P 500 heads for record close as Nvidia soars, investors look for rate cuts,” read
Clandestine And Clumsy: Israel Botches Influence Operation Targeting Americans
Are you a prominent African American lawmaker on Capitol Hill? Are your social media posts
US Services Sector Heats Back Up, Defying Recession Narrative
Shelve the recession narratives: The linchpin of US economic growth held strong in May. A
‘Notable Pockets Of Weakness’ Spotted In US Labor Market
There are “notable pockets of weakness” in the US labor market, ADP said Wednesday, editorializing
American Middle-Class Abandons All Hope
I’m — umm — avowedly not a Republican. I assume most readers are aware of
Dead Canary
I don’t want to overstate the significance of any one data point or US macro
Modi Misses Mark
Markets, it would appear, are something less than efficient when it comes to pricing elections.
US Job Openings Tumble In Sign Of Labor Market Normalization
US job openings fell more than expected to reach a new three-year low in key
Here’s What Hedge Funds Are Up To
Regular readers are all too familiar with my opinion of hedge funds and active management
Biden Border Order Shows Politics Trumps Morality
It’s funny how all the high-minded rhetoric and pretensions to the moral high ground tend
Kolanovic: This Time’s Probably Not Different
JPMorgan’s Marko Kolanovic is… I don’t know, still bearish. Or still cautious. Not especially constructive.
Presidenta!
Continuity. For better or worse, that was the message from the largest election in Mexico’s
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